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Plan

Map out your
current wealth

We’ll assess your current financial situation to give you a clear picture of where you stand.

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Invest like the ultra-wealthy do.

Start with expert-made
portfolios designed to perform.

Preserve your wealth
Invest in your convictions
Beyond public markets

Build a portfolio designed
entirely around you

Access thousands of funds and build a portfolio that reflects your strategy, giving you the freedom to invest like your own fund manager.

See how we build it around you
Search by name, ticker, or asset class
Search by name, ticker, or asset class
× Equities Market Instrument Sector
Equities • Emerging Markets (42)
iShares Core U.S. Aggregate…
Mutual Fund
AGG
Ticker
NYSE
Exchange
+4.65%
1Y Return
+
Fidelity U.S. Bond Index Fund
ETF
FXNAX
Ticker
LSE
Exchange
+4.71%
1Y Return
+
View more ⌄
Equities • Global Developed Markets (42)
iShares Core U.S. Aggregate…
Mutual Fund
AGG
Ticker
NYSE
Exchange
+4.65%
1Y Return
+
Fidelity U.S. Bond Index Fund
ETF
FXNAX
Ticker
LSE
Exchange
+4.71%
1Y Return
+
View more ⌄
Equities • Global Developed Markets (42)
iShares Core U.S. Aggregate…
Mutual Fund
AGG
Ticker
NYSE
Exchange
+4.65%
1Y Return
+
Fidelity U.S. Bond Index Fund
ETF
FXNAX
Ticker
LSE
Exchange
+4.71%
1Y Return
+
View more ⌄
Search by name, ticker, or asset class
× Equities Market Instrument
Equities • Emerging Markets (42)
iShares Core U.S. Aggregate…
Mutual Fund
AGG
Ticker
NYSE
Exchange
+4.65%
1Y Return
Fidelity U.S. Bond Index Fund
ETF
FXNAX
Ticker
LSE
Exchange
+4.71%
1Y Return
+
Equities • Global Developed Markets (42)
iShares Core U.S. Aggregate…
Mutual Fund
AGG
Ticker
NYSE
Exchange
+4.65%
1Y Return
Fidelity U.S. Bond Index Fund
ETF
FXNAX
Ticker
LSE
Exchange
+4.71%
1Y Return
+
Equities • Global Developed Markets (42)
iShares Core U.S. Aggregate…
Mutual Fund
AGG
Ticker
NYSE
Exchange
+4.65%
1Y Return
+
Fidelity U.S. Bond Index Fund
ETF
FXNAX
Ticker
LSE
Exchange
+4.71%
1Y Return
+
iShares Core U.S. Aggregate Bond ETF
Bonds - High Quality
50.00%
Fidelity U.S. Bond Index Fund
Bonds - High-Yield
50.00%
Total % 100.00%
Minimum investment required $3,500.00
+ Add fund 🔖 Save draft
Performance Risk Efficiency Diversification
Performance

This is how a $100K deposit would have grown over time with your allocation:

$140K $120K $100K
Benchmark No benchmark
Simulate income distribution?
View how your portfolio would perform if it distributed a 5% annual income, paid monthly.
iShares Core U.S. Aggregate Bond ETF
Bonds - High Quality
50.00%
Fidelity U.S. Bond Index Fund
Bonds - High-Yield
50.00%
Total % 100.00%
Minimum investment required $3,500.00
Performance Risk Efficiency Diversification
Performance

This is how a $100K deposit would have grown over time with your allocation:

Sep 06, 2016
Your portfolio$146.48K
Global Gold Index$127.58K
△ +$20.48K
$140K $120K $100K
Benchmark Vault Equity Only
Simulate income distribution?
View how your portfolio would perform if it distributed a 5% annual income, paid monthly.
Deposit amount
🇺🇸 USD 100,000
$300,000.00 available
Allocation strategy
Single investment
A single investment made one time
Monthly Contribution
Split your overall investment into a series of monthly investments
💡
Insight
Single vs. monthly contributions
Deposit amount
🇺🇸 USD 100,000
$300,000.00 available
Allocation strategy
Single investment
A single investment made one time
Monthly Contribution
Split your overall investment into a series of monthly investments
Duration
10 month(s)
Contribution per month
$10,000
Uninvested funds earn interest in SmartCash until invested, on balances above $5K/month. Current rate: X.XX%.
💡
Insight
Single vs. monthly contributions
Savings

A savings account without the hidden terms & conditions

Utilize the ideal cash management tool, by earning daily interest on your liquid holdings, while maintaining full access to it.

Open Smartcash
USD
3.64 %
GBP
3.72 %
EUR
1.91 %

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Testimonials

Trust, earned over time

In volatile markets you need sound strategy, wise counsel and the encouragement to stay the course. Hatim and the Vault team genuinely understand my goals — seasoned professionals I trust.

Dean Moroz Partner — Ashurst

Reliable people with deep expertise and a real can-do attitude. It's a privilege to work with you.

Fouad Benghalem Ex SVP, MENA — GSK

I'm hands-on with my wealth and investment portfolio. The Vault team worked with me as a partner to implement a Dalio-style 'All Weather' structure. Overall, I see Vault as a long-term wealth partner.

Early Employee Revolut

Vault's digital but still personal approach is what we appreciate most. Money matters are sensitive, and their transparency builds trust quickly.

Semuel Oerlemans Senior Marketing Manager — Tabby

Finally, professionals who actually listen. Vault's depth of options builds a level of trust I never found at private banks — my family has a real partner now.

Salman Kazmi Area Director, MENAT — BMC

Hicham brought clarity and structure to my investments I'd never had before. Responsive, thoughtful, and genuinely focused on long-term wealth rather than short-term moves.

Nada Enan Head of Comms, MENA — Meta

I've worked with well-known institutions before, but never experienced a service this tailor-made — clear, structured, and refreshingly grounded in long-term strategy rather than media noise.

SVP at ADNOC Anonymised on request
Security

Your wealth, safeguarded by Interactive Brokers

Vault Wealth safeguards your assets with Interactive Brokers, a trusted global custodian. Your account is opened in your name, ensuring transparency, security, and protection under SIPC and FDIC coverage.

Learn more →
Interactive Brokers
$541.5B+ is held by Interactive Brokers for over 3.1 million clients globally across 150+ markets.

Compare Benefits

Priority
$100K - $1M
Private
$1M - $5M
Family Office
$5M+
Dedicated Wealth Advisor
Multi-Goal Financial Planning
Portfolio Live Reporting
Low FX Margins
Consolidated Portfolio Structuring
Access to Expert and Custom Portfolios
Assets Custodied with Interactive Brokers
Dedicated Senior Advisor
Private Market Investments
Curated Investor Policy Statements
Multi-Entity Financial Structuring
Dedicated Wealth Advisor
Multi-Goal Financial Planning
Portfolio Live Reporting
Low FX Margins
Consolidated Portfolio Structuring
Access to Expert and Custom Portfolios
Assets Custodied with Interactive Brokers
Dedicated Senior Advisor
Private Market Investments
Curated Investor Policy Statements
Multi-Entity Financial Structuring
Education

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