YOUR WEALTH JOURNEY PARTNERS

Invest smartly, grow steadily, and live confidently. Learn more about how we can help you achieve financial success.

TAILORED PROGRAM FOR GROWING YOUR WEALTH

Unlock Your Financial Potential with Our Suite of Tailored Programs: Explore Investment, Protection, Shariah-Compliant Vehicles, and Virtual CIO Programs Today!

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SECURE AND EXPAND YOUR WEALTH

Explore our comprehensive services, from effective governance models and strategic wealth planning to expert investment manager selection and dedicated CIO office solutions, to optimize your financial success.

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HOW WE CAN ASSIST

Our services are designed to help you achieve your goals and enrich your investment journey, supported by our professionals who serve as your dedicated investment office.

Governance Advisory

Comprehensive governance advisory services to help organizations establish effective governance frameworks and policies.

DIVERSIFIED PROGRAMS FOR AN IDEAL PORTFOLIO

Unlock the full potential of your wealth with our diversified programs, tailored to your unique needs. Safeguard your assets, maximize charitable impact, simplify financial complexities, and align with your values.

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TAILOR-MADE INVESTMENT

SHARIAA COMPLIANCE

FAMILY OFFICE

ENDOWMENTS

HNWI ADVISORY

VIRTUAL CIO

TAILOR-MADE INVESTMENT

SHARIAA COMPLIANCE

FAMILY OFFICE

ENDOWMENTS

HNWI ADVISORY

VIRTUAL CIO

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BOARD OF DIRECTORS

Hauberk Capital offers top-tier wealth advisory services for High-Net-Worth Individuals, Family Offices, and Endowments. Our comprehensive approach encompasses governance of wealth structure, thorough planning, in-depth analysis, and development of investment policies tailored to client objectives and risk profiles. Additionally, we provide CIO office outsourcing services, acting as a dedicated investment department. We handle strategy manager selection, portfolio performance monitoring, periodic reporting, and execute rebalancing based on macroeconomic conditions, ensuring clients’ wealth journeys thrive.

Wael Fawzi

Managing Director

Natalia Biryukova

Director

Motesm Aggad

Director

Wael Fawzi

Managing Director

Natalia Biryukova

Director

Motesm Aggad

Director

PROVEN TRACK RECORD

Since 2019, we've been dedicated to sculpting success stories, navigating markets, and securing brighter futures for our clients.

1.2 Billion $

Assets Under Advisory

+ 1300

Global Investment Managers

Family Constitutions

10.5%

Average client's portfolio return per annum

Endowments Deed

Governance Structure

Investment Policy Statement

1.2 Billion $

Assets Under Advisory

+ 1300

Global Investment Managers

Family Constitutions

10.5%

Average client's portfolio return per annum

Endowments Deed

Governance Structure

Investment Policy Statement

HOW CAN WE START OUR JOURNEY TOGETHER?

Strategic Decision

Governance

Current portfolio analysis

Investment Policy Statement

Investment Implementation

Investment Structure

Managers Search & Selection

Monitoring Performance

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OUR INSIGHTS

Articles

With the ever-increasing inflammation, after-effects of the pandemic, high prices and other supply chain disruptions and recently the Ukrainian war, it's crucial to take into account the chances of stagflation.

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Articles

Family Constitution Efficiency on Citing Family Wealth

Family and wealth are a complicated combination. Although wealth helps a family to have a better quality of life, realize shared visions and achieve more significant aspects of life, it can also lead to rifts and certain resentments.

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