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
Sami is Co-Founder and COO of Vault, where he leads business strategy and operations. Accredited by the Chartered Institute for Securities & Investment (CISI), he spent years inside the UAE's wealth advisory industry advising high net worth individuals and managing over $200M in assets before co-founding Vault to redefine how wealth management is practiced in the region.
Bilal is Co-Founder and CEO of Vault, MENA's first digital private wealth platform. A CFA charter-holder since 2018 and a graduate of Carleton University, he has over a decade of experience designing rigorous portfolios and providing high-quality financial planning, having managed over $350M in assets and helped form multiple family offices across the region. He has also mentored and trained a generation of regional wealth advisors.
Hatim is Vault's Director of Wealth & Portfolio Management. A CFA charter-holder with an MBA from the University of Toronto's Rotman School of Management, Hatim brings 14+ years of investment experience from globally renowned firms such as Vanguard, PIMCO, and Royal Bank of Canada. Hatim relocated from Canada to the UAE in 2025 to build tailored, goal-based portfolios for HNW families and institutions, combining institutional-grade research with a deeply personalized approach.
Shelain is a Chartered Fellow of CISI — the institute's highest level of membership — with over 20 years across investment management and advisory. He joined Vault from UK-based Killik & Co, where he managed $150M in assets and helped build out the firm's operational resilience framework. He is CISI Level 6 qualified with deep coverage across global equities, fixed income, funds, alternatives, and private markets.
Hicham is a Senior Wealth Manager at Vault based in Abu Dhabi. A Carleton University graduate with a designation from the Canadian Securities Institute and an Insurance Foundation Certificate from The Institute of Banking, he has 5+ years of experience in financial planning and account management. He is passionate about FinTech and focuses on understanding each client's priorities to recommend strategies that meet long-term financial goals.
An economist at heart who follows global markets closely, Daniel translates that perspective into customised plans that help clients reach their financial goals. DipFA qualified with more than 7 years in wealth management, he began his career at the UK's St. James's Place (KWM Wealth partner practice), where he managed over $13M for 100+ clients. His expertise spans cash flow modeling, risk management, retirement planning, and portfolio construction.
Jolie is a CISI-qualified wealth advisor with dual degrees in Finance and Economics. Over the past 5+ years she has helped more than 200 families build and protect their wealth through goal-based financial planning. Having lived in the UAE her entire life, she has a first-hand understanding of the financial realities and challenges faced by both expats and locals — and is dedicated to making high-quality, fiduciary advice accessible to everyone.
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 ADGM 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 allocation on the platform. They meet monthly — and whenever markets demand it — to review the core, the satellite, and everything in between.