About Us — Uganda's Leading Investment Advisory Firm

Who We Are

Uganda's Leading Investment & Advisory Firm

CountryWealth OCIO (CW OCIO) is a specialist investment advisory firm providing portfolio construction assistance to institutional investors and fundraising brokerage to startups, investors, and investment funds.

We work with Kampala's institutional investors — managing over UGX 10 billion in assets — to form capital and access superior alternative investment opportunities. Through established networks and investment relationships, we streamline the capital search process and connect domestic institutional capital with attractive private market investments.

Explore Our Services

Our Foundation

Mission, Vision & Values

The principles that guide every decision we make at CountryWealth OCIO.

Our Mission

To create investment value through educating investors and designing investments with expertise.

Our Vision

A world where disciplined investing turns bold ideas into generational wealth.

Our Values

People, Stewardship, Prudence, and Execution — four pillars that ensure every client receives honest, expert and professionally-led guidance across the investment journey.

The People

The Executive Team

Led by experienced professionals committed to building Africa's investment future.

Alan Lwetabe

Chief Investment Officer

Eric Zachary Mugisha

Investment Strategist

Joan Nantongo

Director of Investor Education

Drake Smith Kato

Technology Lead

Core Values

What We Stand For

These reflect the four CW brand pillars: People, Stewardship, Prudence, and Execution.

People First

Investors are the catalyst for change. We champion human potential, dignity and resilience, and believe that all clients deserve honest, expert and professional-led guidance.

Stewardship

Wealth should be built responsibly. We are committed to ethical investing, prudent governance, and protecting our clients' investments across generations.

Collaboration

We believe great investments are not built in isolation. Teamwork, shared intelligence, and diverse perspectives are essential to building investments that last.

Prudence

We practice honesty, discipline, and practical judgment in every engagement, ensuring transparency and long-term value creation for investors and fund recipients.

Execution

We believe investing is learned through doing. We prioritise structured processes, decisive action and disciplined follow-through across the investment journey.

How We Work

Our Value Creation Process

A structured approach to building and protecting institutional wealth across Africa.

Capital Formation

Work with institutional investors managing over UGX 10 billion in assets to form capital and access superior alternative investment opportunities.

Network Leverage

Leverage established networks and investment relationships to streamline and enhance the capital search and formation process.

Fundraising Support

Provide comprehensive fundraising support for start-ups and alternative investment funds, facilitating access to diverse sources of capital.

Investor Education

Deliver customised investment education programs for decision-makers, trustees, stewards, and investment professionals to foster informed strategies.

Funding Strategy

Offer expert guidance on funding strategies including debt structuring, capital raising campaigns, endowment and gifting programs, and equity rounds.

Opportunity Pipeline

Continuously identify, evaluate, and maintain a curated pipeline of high-potential investment opportunities and fundraising targets for institutional portfolios.

Portfolio & Due Diligence

Support robust portfolio construction and due diligence processes through specialised investment training tailored to each client's needs.

Private Market Access

Connect domestic institutional capital with attractive private market investments and facilitate fundraising for strategic, diversified, and niche investment opportunities.

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