Hauberk Capital

Hauberk Capital is an external Wealth Advisory firm that support High Net Worth Individuals, Family Offices, and Endowments by providing top notch wealth advisory services.
We believe in a holistic approach to wealth management and strive for every aspect of the wealth life cycle, including governance of wealth structure, wealth planning, current situation analysis, and investment policy statement development that aligns with the client objectives and risk profile.
Additionally, we offer CIO office outsourcing services, in which we act as a dedicated investment department for our clients, obliging them with strategy managers search and selection process, portfolio performance monitoring services, submitting essential periodic reports and executing rebalancing based on macroeconomic conditions for nourishing their tremendous wealth journey.
Our Values.
Integrity
Integrity is our philosophy for developing and building a relationship of trust and friendship with our clients.
Commitment
We commit to our investors with fully managed, high-yield investment products catering to all levels of risk appetite.
Passion
Our genuine desire is to help you achieve your goals, dreams, and aspirations. And to help you build, preserve and protect your wealth in support of these.
Accountability
We are responsible for helping our clients achieve their financial goals. At Hauberk Capital, we believe that a successful relationship is built on our ability to help get our clients to their desired destinations.
Sustainability
Is the ability to meet the needs of the present generation without compromising the ability of future generations to meet their own needs. It involves the responsible use of natural resources.
Our Vision
To provide outstanding, cohesive and sustainable investment approach.
Our Mission
Develop HNWI, Family Offices and Endowment s investment experience.
- Equities
- Fixed income investments (Bonds)
Our top priority is to meet our clients objectives and evolving needs that suit the core value of our philosophy. A professional and empowered organization that quickly adjusts to the future demands of its investors based on analysis of market inflation and defensive strategies. We strive to diversify towards a culture of vitality by assembling circumstances that stimulate growth, innovation, and collaboration.
Our team of experienced and dedicated financial professionals is constantly functioning to remain ahead of industry trends and provide the most suitable solutions for our clients. We understand that wealth and financial management are complicated and ever changing in the investing process. We aim to provide our investors with the highest level of service and expertise while assisting them to informed decisions about their investments to provide the most effective and efficient services to our clients.
In terms of quality, we are determined to provide an extravagance level of financial services globally. Our strengths lie in the proficiency, cohesiveness, and expertise of our team of wealth and financial advisors. Our longstanding relationships with clients and partners are based on trust, mutual respect, and a commitment to delivering the highest quality of services. We have developed strong relationships with our clients and partners over the years by consistently providing them with reliable, cost effective solutions that meet their needs. Our advanced technological capabilities enable us to develop innovative solutions that are tailored to our clients specific requirements. We strive to stay ahead of the curve by continuously investing in research and development, which allows us to remain at the forefront of technological advancements.
Building on our success, we believe that there is always a potential for investment and growth, digging through new opportunities to add significant value for our sophisticated investors. Also, we have the proficiency of leading through any economic inflation and capitalize on a new investment opportunity that utilizes a defensive strategy for diversification and risk management; it also strives to maximize returns through liquid investment or through a long term investment that has the potential to increase in value. Our objective is to provide a balanced portfolio that meets our clients requirements.
Email: wael.fawzy@hauberkcapital.com
Direct: +966 54 616 0062
Country: United Arab Emirates
Region: Middle East
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