Advice from experienced professionals
We combine the best of financial planning, asset allocation, tax advice, and investment banking. Each of our advisors is a true fiduciary — we not only prioritize your best interests but we’re also bound by regulatory obligations and incentivized by them.
Meet our advisors
Abdulrahman leads Vault Saudi as General Manager, following the firm's CMA advisory licence approval. A graduate of Williams College in Political Economy, he brings a multidisciplinary background spanning law, management consulting, entrepreneurship, and real estate, with experience advising on private equity transactions and public-market diversification for family office portfolios. His focus at Vault is on opening up personalised, goal-based advice — bringing family-office-style global investment expertise to Saudi nationals and residents planning for retirement, education, and major life decisions.
Passionate about helping clients achieve their financial goals, Sami is accredited by The Chartered Institute for Securities & Investment (CISI) and brings years of industry experience advising high net worth individuals and managing over $200M in assets. He is on a mission to redefine regional wealth management practices.
An experienced financial advisor with over 5 years of experience and a designation from the Canadian Securities Institute, Hicham focuses on understanding client priorities and recommending strategies that meet long-term financial goals. He builds enduring client relationships through diligent planning and clear, principled advice.
Bassem is a Wealth Advisor at Vault Saudi, where he helps clients build long-term financial plans tailored to their goals, risk profile, and life stage. He focuses on disciplined, evidence-based investing and on building durable client relationships grounded in clear, principled advice.
Investment committee & board members
Questions about your advisor
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Yes. Every Vault client is matched with a dedicated advisor who knows your plan, your family, and your goals — not a call-centre rotation.
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Our advisors hold internationally recognised credentials — CFA, CFP, or equivalent — and bring an average of 15+ years of experience from global private banks and wealth managers.
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We schedule a formal review at least annually, with quarterly check-ins on your plan. Beyond that, your advisor is available on demand — by app, phone, or in person at our Riyadh office.
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Yes. You can request a specific advisor when you onboard, and you can switch at any time if the fit isn't right — no friction, no questions asked.
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No. Our advisors are salaried and bonused on client outcomes and retention — never on product sales, transaction volume, or in-house fund flows.
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Our Investment Committee sets strategy and vets every recommendation. They meet monthly — and whenever markets demand it — to review the core, the satellite, and everything in between.