The Investment Owl Uganda Team

 

Jon Bennion-Pedley, CEO and Founder

Jon has worked in the financial services and investment industry for more than 30 years. He founded Investment Owl in London in 1999 and has specialised in finding rewarding, short-term, alternative investments for Investment Owl´s clients. Jon is passionate about wealth management – designing unique investment strategies for individual clients. He fell in love with Uganda in 2006 and with a Ugandan in 2011! It was obvious to Jon that Uganda´s growing middle class were not benefitting from the type of professional wealth management that is available to our European clients and so he opened Investment Owl´s Kampala office in 2018 to deliver that. Jon is now based full-time in Uganda and splits his time between the office in Kisementi and Kabale where he has his home and family.

 

 

 

 

 

 

Nelson Mandela, Investment Lead Partner

Nelson is a Ugandan who was raised in Kampala before studying at University in North Africa. Fluent in Lugandan, English and French.

Nelson´s entire career has been spent in banking and financial services where he has held key roles with Stanbic, Cairo Bank and Standard Chartered. Nelson was persuaded to join Investment Owl by the range of products and services that we offer and the value that he saw these bringing to his clients. AS Nelson says, “Investment Owl offers me the opportunity to help my clients access investments that help them achieve their financial goals more quickly, more safely and more tax efficiently.”

 

 

 

 

 

 

Joshua Bagamuhunda, Senior Investment Advisor

Joshua completed his Masters in International Banking and Finance, Wealth Management and Private Banking at University in Manchester, UK. He returned to Uganda to work with Standard Chartered Bank and became their Head of Investment. Joshua was head-hunted by Investment Owl in order to advise on our Ugandan incorporation and to help us to fully understand the differences between the UK and East African investment landscapes. After working with us to launch in Uganda, Joshua opted to continue to work with us because he saw the opportunity to become the leading wealth management business in a developing economy. Joshua specialises in property investment vehicles.

 

 

 

 

 

Olivia Birungi, Senior Relationship Manager

First a client then a member of the team! After a long and successful career at MTN Uganda Olivia took redundancy and was looking for lucrative but secure foreign currency investments. She met with Jon who found her a number of good options and invested through Investment Owl. She was impressed by the ethos of the business and saw the opportunity to be a part of something new and exciting in the Ugandan financial services sector. We saw her potential and her track record as a professional Relationship Manager and the rest is history! Olivia specialises in promoting income generating investments that pay clients several times every year.

 

 

 

Esther Esaly, Client Services Manager

Esther has a degree in statistics and is therefore ideally suited to the world of financial services, investment and wealth management. She is passionate about successful investment, client care, actuarial accuracy and her young son! Esther is responsible for many of the administrative functions of the Kampala office and for liaising with clients. She is learning fast about the wealth management industry, meeting with her first clients, and we hope that she will become a full-time investment advisor in the next few months.

 

 

 

 

Jennifer Fitzgerald, Investment Analyst

Jennifer has worked for Investment Owl in the UK and Europe and has a long history of working in finance including a stellar career at Barclay Bank. Jennifer´s role with Investment Owl Uganda is to provide comprehensive analysis and monitoring of all investment opportunities and to carry out the due diligence necessary to protect and reward our East African clients. Jennifer´s passions are tax efficiency and return viability. She is an invaluable member of the Kampala team.