How we are different
Professionally managed investing, tailored to you.
Proven and diversified
Your money is invested in a wide range of public & private asset classes. It’s a time-tested way to maximize your return potential with diversification.Built in and for the 21st century
Get access to curated, innovative investing opportunities without high fees & minimums. Enjoy modern tech and get expert advice.Supported by experts
We monitor your portfolio for you and make real-time adjustments as your life, your financial goals, and the markets change.
Amen Ghebre, VP Advisory & Investments
Amen Ghebre, VP Advisory & Investments
Amen Ghebre, VP Advisory & InvestmentsInvest with confidence
Investment Advisors you can trust
We believe in exceptional service. Our team is here to help at every stage of your journey. Private Wealth & Legacy clients have access to a dedicated advisor.Building a legacy through thoughtful planning
Our advisors provide tailored financial planning services that align your wealth with your life goals. We navigate complex financial landscapes to ensure your assets are managed effectively. Financial planning offers clarity and control, empowering you to make informed decisions, secure your legacy, and achieve long-term success.See what your money can do
Here's an estimated projection to show the impact of lower fees and compound interest.Initial deposit
$30,500
Monthly Amount
$5,000
Risk Level
Growth
Akshay Iyer, Wealth Advisor
Akshay Iyer, Wealth Advisor
Akshay Iyer, Wealth AdvisorWe’re here to help
Personalized and attentive service
Our in-house investments team will customise a portfolio to suit your risk tolerance, goals and preferences.Holistic wealth management
Comprehensive services including financial planning and tax optimization, with access to a professional network (Wills, Real Estate, Home Financing, Legal, and Tax Planning) to meet your financial needs.
Protect your portfolio with Black Swan Protection Program (BSPP)
Designed by Universa Investments and advised by Nassim Taleb—author of The Black Swan and Anti fragile— BSPP is a powerful tail-hedging strategy, offering you protection without the need to predict every market downturn.
Faisal Abdulshakour, Wealth Advisor
Faisal Abdulshakour, Wealth Advisor
Faisal Abdulshakour, Wealth AdvisorCommitment to your success
Client-Focused Service
Your success is our priority. We offer a highly responsive, relationship-driven service, providing you with expert guidance and support whenever you need it.Expertise You Can Trust
With a proven track record and a commitment to excellence, our firm delivers results that protect and grow your wealth, always putting your interests first.
Don’t take our word for it. Take theirs.
“ Love the support and having an awesome financial advisor I can reach out to at any time. I feel safe and know I have an expert investment team I can rely on. ”
Naiyarah HussainDeveloper Experience Leader, IBM
“ I like the low fee and account minimum that Sarwa offers, unlike banks which require a larger minimum amount to start investing and charge crazy fees. ”
Nikhil StephenSystem Administrator, CallisonRTKL
“ Sarwa allows me to save hundreds of hours and trading fees each year to manage my investments. ”
Lorenzo MasseriniConsultant, BCG
“ A simple money transfer and my investments are diversified and growing! ”
Pedro SignorelliSales Manager, Magnesita
“ I enjoy Sarwa’s clear and transparent investment strategy. There are no hidden fees, and they deliver exactly what they say they will. ”
Federico RendaAssistant Professor, Khalifa University
“ It’s great how the Sarwa team is always available to answer my questions and help sort things out promptly. ”
Dena CartwrightNurse, Cleveland Clinic
Michael Chu, CFA, CFP. Head of Investments
Michael Chu, CFA, CFP. Head of Investments
Michael Chu, CFA, CFP. Head of InvestmentsA world of opportunities
Public investment access
Explore a diverse range of public investments through mutual funds and ETFs. Our team is rooted in passive investing, while providing the insight and execution necessary to leverage market trends and best in class returns in the public investment space.Exclusive private markets
For those seeking unique growth, we offer entry into private markets such as private equity, venture capital, private credit, and private infrastructure. These investments enrich your portfolio with potential for higher returns and diversification.Your security is our priority
In the press
ومضة | 2021
أعلنت شركة ثروة للتكنولوجيا المالية، ومقرها الإمارات العربية المتحدة، عن إغلاق جولة تمويل بقيمة 15 مليون دولار من السلسلة B، بقيادة شركة مبادلة للاستثمار وبمشاركة 500 Startups، وشركة مشاريع الكويت ، و Shorooq Partners ، و Middle East Venture Partners (MEVP) ، و DIFC ، و Hambro Perks Oryx Fund ، و HALA Ventures و Vision Ventures. ينضم ممثلو مبادلة و 500 شركة ناشئة إلى مجلس إدارة ثروة.
أريبيان بزنس | 2023
رغم أن 99% من المتداولين بالأسهم من المستجدين يخسرون أموالهم إلا أن شركات تداول الأسهم تشن حملة ترويج بإعلانات لا تتوقف عبر فيسبوك وتويتر ويوتيوب وغيرها لجذب المزيد منهم، و أصبح التداول عبر الإنترنت بالأسهم الأمريكية وجهة لكثير من المستجدين والشبان القابعين في البيوت، مع سعي ملايين الأشخاص في جميع أنحاء العالم إلى تنويع مصادر دخلهم أثناء الجائحة.
Forbes Middle East’s Top 25 Fintech Companies
Innovators of the Future
by Arabian BusinessFastest Growing Fintech Company
by World Economic MagazineThe Fintech Power 50
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