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Securing Your Financial Future

Investments that Prosper And Give You An Assured Future

About Us

Wealth Management Solutions

Your wealth deserves more than a one-size-fits-all approach, discover a new exclusive wealth management experience designed to meet the unique needs of affluent clients.

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Unit Trust Funds

Our Unit Trust Funds are carefully curated to suit both retail and institutional investors, ensuring accessibility, transparency, and long-term value creation.

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Cash Management Solutions

Securing your future has never been more important or more effortless. Our tailored pension solutions are designed to ensure a dignified and prosperous retirement for individuals and institutions alike.

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Unwavering Integrity

Licensed and regulated by the Capital Markets Authority of Uganda.

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Expertise Redefined

A team of elite financial advisors and investment professionals.

WE ARE

Incorporated in Uganda as a Fund Manager, a dynamic investment management firm in Uganda’s growing financial sector. Cornerstone Asset Managers Limited is set to transform the landscape of wealth management for both individuals and institutions.

Driven by a Bold Vision to enable people experience financial well-being and prosperity. This vision fuels our mission to deliver unmatched investment excellence, empowering our stakeholders to achieve sustainable growth over the long term.

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Key Services

Welcome to the Future of Wealth Management in Uganda

We are committed to providing high-quality financial solutions that address the evolving needs of individuals and institutions in Uganda’s dynamic economic environment.

Wealth Management

In a market that requires expert stewardship of wealth, Cornerstone provides Wealth Management services tailored to institutional and private clients.With our personalized approach we understand that wealth management is not a one-sizefits-all endeavor.

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Cash Management Solutions

Because of the multitude of daily cash transactions in the course of business, these transactions need to be managed in order to maximize liquidity and minimize our clients’ cost of funds. This is what Cornerstone’s Cash Management Solution is all about.

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Income Unit Trust Funds

As Uganda’s financial markets grow, the demand for accessible, diversified investment products is increasing. Cornerstone addresses this need through Unit Trust Funds, offering both local and international options i.e Uganda Shilling Income Fund & USD Income Fund.

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Wealth

Management

At Cornerstone, we believe in building enduring partnerships founded on trust, transparency, and shared success. We see ourselves as stewards of your wealth, working diligently to manage and grow your assets while providing the support and guidance you need to navigate life’s financial complexities confidently.

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Financial

Empowerment

We don’t just manage your wealth, we curate an experience of financial empowerment, helping you achieve unparalleled financial success and security.

Tailored Investment Strategies

Crafted to align with your personal goals and lifestyle aspirations.

Portfolio Optimization

Striking the perfect balance between risk and return.

Estate and Legacy Planning

Securing your wealth for future generations.

Tax-Efficient Wealth Structuring

Maximizing returns while preserving capital.

Our Core

Impaccible Competitiveness 01

Relentlessly pushing your limits, outthinking the opposition, and turning every challenge into an opportunity.

Smart Decision Making 02

The quality of a decision determines the quality of a life. Strive for clarity, wisdom, & integrity in every choice.

A New Era of

Prosperity Begins

Offering tailored investment solutions for individuals, families, and institutions, we’re here to help you secure your financial future. Stay tuned as we open our doors to opportunities, innovation, and growth.

A New Standard of

Wealth Management

Experience unparalleled expertise and tailored solutions designed to secure and elevate your financial legacy. Step into a realm of opportunity, innovation, and enduring growth with us.

Save for your

golden years

Usually involves contributions from both the employee and employer, deducted from paychecks. The contributed funds are invested in various assets like stocks and bonds to grow over time. Upon retirement, you can choose to receive regular monthly payments or a lump sum payout depending on the plan.

The goal of a

Unit Trust Fund

To create a diversified portfolio of assets that can provide a more stable and accessible way to grow wealth. Investors purchase units in the trust, which represent your proportionate ownership of the assets i.e bonds, money market instruments, shares, and property. Unit trusts generate income from interest and dividends.

Grow & Protect

your assets

Wealth management is crucial.. We help you make informed decisions about your finances, plan for retirement, protect and grow your assets. With the guidance of our professional wealth managers, you can avoid costly mistakes, maximize returns on investments, and diversify your portfolio to manage risks.

Knowledge base

Learn more about how our funds operate..

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Currency

USD

USD TO USD

Calculator

Cash Management

Solutions

You will get a customized solution tailored to your business’ needs.

Cash flow matching i.e we will help you match your cash outflows / financial obligations with your cash inflows over different time horizons.

Improved liquidity management that gives your business an edge through better decision making.

You will gain a competitive advantage over your peers by unlocking your true cashflow potential.

Our Unit

Trust Funds

Our Distinguished Funds

Uganda Shilling Income Fund

An ideal parking place for conservative investors seeking consistent returns in Uganda Shillings. Designed for those who prioritize security without compromising on yield.

USD Income Fund

The ideal choice for discerning investors seeking exposure to US Dollar denominated assets, offering a hedge against currency volatility while unlocking global investment potential.

Our Unit Trust Funds are carefully curated to suit both retail and institutional investors, ensuring accessibility, transparency, and long-term value creation.
View our unit trust income fund file
Current exchange rate 1 USD = USD 0 (US)

Why Us

With Uganda’s financial landscape rapidly evolving, we have a team that understands the intricacies of the economy, regulations, and investment trends, enabling us to craft solutions that address specific market challenges. We don’t just follow trends — we anticipate and adapt to shifts, positioning our clients to maximize opportunities in Uganda’s vibrant financial ecosystem

Deep Local Expertise

Through our Unit Trust Funds — the UGX Fund and Dollar Fund — we provide simple yet effective ways for investors to grow their wealth. The UGX Fund enables clients to invest in local currency with steady returns while supporting the domestic economy. Meanwhile, the Dollar Fund offers exposure to global markets, protecting clients from currency volatility and diversifying their portfolios. By bridging accessibility and expertise, we empower clients to take charge of their financial futures.

Accessibility Through Unit Trust Funds

In a market where trust is paramount, Cornerstone prioritizes transparency, accountability, and adherence to regulatory standards. We are fully lincensed under the Capital Markets Authority (CMA) and the Uganda Retirement Benefits Regulatory Authority (UBRA), ensuring that our operations meet the highest benchmarks of compliance. This commitment to governance instills confidence in our clients, safeguarding their investments while maintaining integrity in all our dealings.

Compliance and Governance

Our clients are at the heart of everything we do. We believe in building lasting partnerships by understanding individual needs and delivering tailored solutions that align with their goals. By providing ongoing support, personalized advice, and actionable insights, we empower our clients to make informed decisions that drive success. This client-first approach not only strengthens trust but also positions our clients on a path to long-term financial prosperity, helping them build and sustain wealth for generations.

Client-Centric Approach

With decades of combined experience, our leadership team and skilled workforce deliver expert insights and innovative solutions. We are committed to driving success for our clients through a blend of local expertise and global best practices.

Experienced Leadership and Team

Our Team

Michael Opira

Board Chairman

Michael Opira

A seasoned banker with a solid track record at business transformation with a key emphasis around systems and technology.

Simon Mwebaze, CFA

Managing Director

Simon Mwebaze, CFA

An investment professional with a strong passion towards enabling individuals and institutions achieve their financial goals and well being.

Martha Okweyo Agaba

Director

Martha Okweyo Agaba

A highly experienced and accomplished Senior Architect, with over a decade of expertise in architectural design, project management, and stakeholder engagement.

Christina Lunkuse

Board Member

Christina Lunkuse

A seasoned professional with extensive experience in strategy, investment advisory, and corporate finance.

Alinda Brian

Head Marketing & Distribution

Alinda Brian

A seasoned professional Banker with over a 16years of experience in Banking, investment, private equities and business growth strategy with in Uganda and the East African region as a whole.

Ketra Birungi

Compliance & Risk Manager

Ketra Birungi

A seasoned Risk and Compliance professional from Uganda with extensive experience in data analysis, risk assessment, and conflict management.

Joseph Kalema

Investment Manager

Joseph Kalema

A seasoned investment professional with over a decade of experience in public and private equities, investment consulting, and business growth strategy across East Africa.

Robinson Sentongo

Investment Associate

Robinson Sentongo

An Investment Associate at Cornerstone Asset Managers, bringing a strong academic foundation and a passion for finance to the team.

01 What is private wealth management?

Private wealth management is the practice of solving or enhancing your financial situation and achieving short-, medium-, and long-term financial goals with the help of our financial adviser.

02 What are unit trust funds?

A unit trust is an unincorporated mutual fund structure that holds assets and provides profits to individual unit owners instead of reinvesting into the fund. A unit trust is established under a trust deed, and the investor acts as the beneficiary.

03 What does pension and retirement funds mean?

A pension or retirement fund is a financial plan that allows you to save money during your working years to receive a regular income stream during retirement, typically managed by our financial institution, providing financial security once you stop working; essentially, it's a way to save for your "golden years" by setting aside money now to access later in life.