Excel Bank LTD - Excel Bank Uganda, Online Banking, Functional Credit Cards & Business Loans.

Our Banking • Our Work

Planning for every life stage begins with you.

GLOBAL STRATEGIES, INSIGHT-DRIVEN TRANSFORMATION

Our wealth management is much more than solutions. It's about trusting that we have your best future in mind, always. Our relationship starts by getting to know you as a person and investor. Your goals. Your lifestyle priorities. The things you care about most. As our relationship evolves, we help you build a plan - and portfolio - that moves you closer to the future you want and evolves as your life evolves.

More than 10 years of experience working in the industry has enabled us to build our services and solutions in strategy, consulting, digital, technology and operations that help our clients with their trading projects all across Uganda.

Growing your wealth your way
Helping ensure the sustainability of your assets
Creating a flexible future for you and your family.
Supporting your complete financial picture.
Helping you build a purpose-driven plan.

Self-guided investing with expert advice.

You like charting your own course, including when making investment decisions. ExcelBank Assist offers self-directed investing, plus investing with the help of an investment consultant for advice and guidance when you need it.

Active investment management

You like being involved, but also like having a dedicated financial advisor manage your portfolio with you. This active investment approach includes personalized advice, guidance and consultation, along with full-service portfolio management.

Let’s talk about your future

To help us understand your goals and life priorities, we've developed a series of 13 Connected Wealth Conversations that help us explore your financial picture thoughtfully, holistically and strategically. Here are a few of the topics we're ready to explore with you.

Pursuing retirement

Balance living well now with a comfortable retirement. Your financial professional can help you create a flexible plan that considers current cash flow needs and your dreams for tomorrow.

Living through giving

Making an impact in the world is a noble pursuit and an extraordinary experience - one that should complement, not interfere with, your financial aspirations. Together, we'll talk purpose-driven planning.

Crafting an estate plan.

Starting with the fundamentals and your particular needs, we design a custom-crafted strategy for managing and distributing your assets the right way.

Minimizing your tax footprint.

Tax planning is one of the most important parts of your complete financial picture. We'll talk about how living a better life means making smart moves that minimize the effect that taxes may have on your financial well-being.

Navigate your financial life at a glance with Compass.

Want to see where you are and where you’re going? With our intuitive Compass app, you can evaluate and forecast your entire financial picture — and access it anytime, anywhere. Features include:

A real-time, aggregate snapshot of your assets and liabilities.
Tracking your progress toward retirement, philanthropic pursuits and other priorities.
Your own digital locker for securely uploading and storing important documents.

You can also connect with our private wealth advisors through Compass. Your account progress - and the answers you need - are just a tap away.

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