You've tried the banks.
Now do wealth right.
The modern private banking experience with unrivaled access to every investment solution—free of conflict of interest.
Unparalleled access to every financial solution
Low-fee managed funds or innovative private market opportunities, our expertise ensures your portfolio aligns with your vision.
Advice without conflict of
interest
interest
No hidden agendas—our recommendations prioritize your success, not the sale of financial products.
Your modern private banking experience
Get a dedicated advisor who works with you to craft a bespoke portfolio.
Invest like the ultra-wealthy do.
Invest
1,800+ companies. One portfolio. Unlimited diversification.
Invest
Invest in specific high-growth sectors reshaping the future.
Invest
Invest without limits—access any asset beyond our platform
Plan
Turn your financial goals into a powerful investment strategy
Step 01
Define your financial goals
We’ll help you set clear short- and long-term financial objectives tailored to your goals.
Step 02
Outline your current wealth
We’ll asses your current financial situation to give you a clear picture of where you stand.
Step 03
Receive a personalized strategy
We’ll create a personalized plan to reach all your goals with a clear investment strategy.
Executive team
We combine the best of financial planning, asset allocation, tax advice, and investment banking. Each of our advisors are a true fiduciary - we not only prioritize your best interests but we're also bound by regulatory obligations and incentivized by them.
Sami Abdul Hadi
CEO & General Manager
Passionate about helping clients achieve their financial goals, Sami, accredited by The Chartered Institute for Securities & Investment (CISI), brings over 5 years of industry experience advising high net worth individuals and managing over $200M in assets.
Through Vault, Sami's mission is to redefine the way wealth management is practiced in the region.
Through Vault, Sami's mission is to redefine the way wealth management is practiced in the region.
Hicham Mawlawi
Advisory Officer
Hicham is an experienced financial advisor with over 5 years of experience, holding a designation from the Canadian Securities Institute.
His approach involves taking the time to understand what matter most to each client, and then recommending relevant strategies to help achieve their financial goals, building long-term relationships with clients through diligent planning and execution.
His approach involves taking the time to understand what matter most to each client, and then recommending relevant strategies to help achieve their financial goals, building long-term relationships with clients through diligent planning and execution.
Company
Organization structure
.webp)
Company
Company structure
Client feedback & support
If you wish to raise a concern or file a complaint, please email us at complaints@vaultwealth.com and our team will get back to your promptly.
Email us