Trusted Advisors to Private Capital

Where Fortunes Take
Their Long View.

For private enterprises, family offices, founders, and discerning individuals seeking advisory of consequence, measured counsel, full transparency, and the discipline to compound wealth across decades, not cycles.

KSA
Headquartered in Riyadh
GCC
Regional Advisory Reach
35+ yrs
Combined Advisory Experience
Top
Talent Advisory Team
Tailored
Every Portfolio, Personalized
Riyadh financial district skyline at dusk, Saudi Arabia
About Us

Wealth, Managed with Care. Advice, Built on Experience.

Fidelity & Wealth Capital is a licensed Saudi-based financial company authorized to provide advisory services. We offer a wide range of services including financial advisory, wealth management, and private portfolio management for companies and individuals.

The company boasts a highly skilled advisory team and is dedicated to attracting top talents to maintain its position as the client's first choice. With headquarters in Riyadh, Saudi Arabia, we offer our services extensively throughout the Kingdom and GCC countries.

Credibility
Transparency is the cornerstone of our credibility, periodic reports keep clients fully informed.
Experience
A team of financial advisors with diverse expertise across all advisory fields.
Diversity
A wide range of options and alternatives ensures clients achieve their advisory objectives.
Innovation
Continuously evolving our advisory approach to match shifting market dynamics, dynamic, adaptive, and forward-thinking.
i. Vision

To grow wealth, generation after generation.

To stand as the advisor of choice for capital that endures across the Kingdom and the GCC, turning ambition into compounded wealth, and wealth into legacy. Recognized for the returns we generate, the trust we earn, and the breadth of opportunities we unlock for the private enterprises and family offices we serve.

ii. Mission

To grow capital with conviction, and protect it with discipline.

We deliver transparent, expert-led advisory that compounds wealth, manages risk, and preserves capital across generations. Our clients, private enterprises, family offices, and individuals, receive the rigor of an institutional desk and the attention of a private one, at every stage of their financial journey.

iii. Goals

Enduring relationships. Expanding reach. Exceptional results.

Build advisory relationships measured in decades, not quarters. Extend our footprint across the GCC. Attract and develop the region's strongest investment talent. And continuously broaden the diversified opportunities available to the clients who entrust us with their capital.

Licensed & Regulated
Authorized by the Capital Market Authority of Saudi Arabia.
Regulator
Capital Market Authority
Kingdom of Saudi Arabia (CMA)
Activity
Financial Advisory
Authorized advisory services
License No.
7049619450
Public CMA register
Headquarters
Riyadh, KSA
Serving KSA & GCC
Our Footprint

Two offices in the Kingdom. Engagements across the GCC.

Headquartered in Riyadh with a dedicated office in Dammam serving the Eastern Province, we extend advisory engagements throughout the GCC.

Riyadh HEADQUARTERS Dammam EASTERN OFFICE UAE QAT KWT OMN N
Office Locations
Riyadh
Headquarters
Central Region · Kingdom of Saudi Arabia
King Fahd Road · KAFD
Sun – Thu · 9:00 AM – 5:00 PM (KSA Time)
Dammam
Eastern Office
Eastern Province · Kingdom of Saudi Arabia
King Saud Road · Al Faisaliyah
Sun – Thu · 9:00 AM – 5:00 PM (KSA Time)
GCC Engagement Reach
United Arab Emirates Qatar Bahrain Kuwait Oman
Leadership
“

We have always strived to be the premier choice for clients looking for innovative and effective advisory opportunities.

Fidelity & Wealth Capital is led by a team of senior advisors with deep practical experience across Saudi, GCC, and U.S. markets. Our leadership combines decades of expertise in wealth management, investment advisory, and private portfolios, and the company is committed to attracting top talent in every advisory discipline to maintain our position as the client's first choice.

Chairman of the Board
Fidelity & Wealth Capital · Riyadh, KSA
What We Offer

Our Services

Four core advisory services tailored to the needs of companies and individuals throughout the Kingdom and the GCC, each grounded in a precise methodology and delivered by a team of specialists.

Wealth Management
Our experienced professionals employ effective methods for asset management that aid clients in attaining their advisory goals and objectives. We develop robust financial planning strategies aligned with each client's goals and liquidity needs.
Financial & Investment Advisory
We provide comprehensive advisory services tailored to client needs based on proven methodologies. Our team evaluates each client's situation thoroughly to offer the most appropriate advisory approach and identify primary investment objectives.
Personal Portfolio Management
Our team manages private advisory portfolios based on each client's goals, selecting the exact mechanism that best suits their needs. Clients retain full ownership of all portfolio assets with comprehensive periodic performance reports.
Diversified Advisory Services
Beyond core services, we offer a wide range of advisory solutions including various models for personal advisory funds, allowing clients to access more opportunities and achieve their goals more effectively.
Our Approach

Methodology & the People Behind It

Every advisory engagement is anchored in a disciplined process and delivered by a team of specialists, the foundation that makes our four core services possible.

01, Methodology

A precise process, repeatable across every engagement.

We follow a disciplined methodology anchored in continuous research, risk analysis, and asset diversification, finding the best opportunities and applying our expertise to deliver advisory that suits each client's situation.

i.
Research , ongoing market and sector analysis across local, regional, and international markets.
ii.
Risk analysis , rigorous assessment of each client's situation, objectives, and tolerance for risk.
iii.
Diversification , calibrated allocation across asset classes to balance preservation and growth.
iv.
Periodic review , transparent reporting and continuous recalibration as markets and goals evolve.
02, Our Team

Specialists who deliver the methodology, every day.

Fidelity & Wealth Capital takes pride in a team of specialists across advisory disciplines, supported by a dedicated staff that strives to perform their roles in the best possible way to advance the company's objectives and vision.

i.
Senior advisors with deep practical experience across Saudi, GCC, and U.S. markets.
ii.
Sector specialists covering equities, fixed income, real estate, and alternatives.
iii.
Dedicated client servicing with named points of contact and direct access to advisors.
iv.
Continuous development, attracting top talent to keep us as our clients' first choice.
Why Fidelity & Wealth Capital

The Premier Choice for Advisory Excellence

"We have always strived to be the premier choice for clients looking for innovative and effective advisory opportunities."

KSA
Licensed &
Regulated
GCC
Regional Advisory
Reach
35+ yrs
Combined Advisory
Experience
Top
Talent Advisory
Team
Tailored
Every Portfolio,
Personalized
Vast Market Experience
Deep expertise in local and international financial markets, providing clients with periodic reports on all managed assets.
Expert Advisory Team
A team combining practical experience and professional expertise in the investment advisory field, supporting clients at every stage.
Full Client Support
Comprehensive support through regular follow-up on client inquiries and dedicated account management throughout the relationship.
How We Engage

A four-step process, from first conversation to ongoing review.

i
Discover
Understand the client's situation, objectives, liquidity needs, and tolerance for risk.
ii
Plan
Develop a tailored advisory plan with clear allocations, timelines, and decision criteria.
iii
Execute
Implement the plan with disciplined research, risk analysis, and asset diversification.
iv
Review
Provide periodic reports and recalibrate as markets, goals, and circumstances evolve.
Our Pledges to You

Four commitments that shape every engagement.

i.
Transparent Reporting
Periodic, plain-language reports that explain performance, positioning, and any changes, never hidden in jargon.
ii.
Client Ownership
In private portfolio mandates, clients retain full ownership of all assets at all times, your portfolio is your portfolio.
iii.
Aligned Advice
Advisory grounded in your goals and liquidity needs, not in product targets, independence is part of the licence.
iv.
Direct Access
A named senior advisor for every client relationship, not a call queue, not a passing junior.
The Fidelity & Wealth Difference

Built for the standards a Fortune-grade client expects.

A side-by-side view of how we partner with private clients and family offices, compared with what most advisors offer in the region.

What to Expect
Fidelity & Wealth CapitalOur Standard
Typical Advisor
Client Profile
Who we are built to serve.
Private Enterprises, Family Offices, and Individuals
Mass-market retail, one-size-fits-all
Wealth Philosophy
How long-term capital is positioned.
Generate, preserve & transfer wealth across generations
Short-term performance chasing
Understanding the Client
How decisions get personal.
Deep discovery of goals, liquidity needs & risk appetite
Standard questionnaire, generic risk band
Portfolio Construction
How your money is actually deployed.
Tailored mandates, rigorous research & diversification
Pre-packaged products from a sales catalogue
Account Ownership
Who legally owns the assets.
Client retains full ownership of all assets, at all times
Pooled or commingled vehicles
Reporting & Transparency
How you stay informed.
Periodic, plain-language reports on every managed asset
Annual statement, technical jargon, opaque fees
Coverage & Reach
Where we operate, and how locally.
KSA, GCC & US markets, on-the-ground engagement
Generic regional desks or off-shore booking
Senior Advisor Access
Who picks up the phone.
Named senior advisor, direct line, no gatekeeper
Routed through call centre or rotating juniors
Built for those who measure success in generations, not quarters.
Regulator & Industry Affiliations
CMA
Capital Market Authority · KSA
SOCPA
Saudi Org. for Chartered & Professional Accountants
GCC
Cross-border advisory
Vision 2030
Aligned with Saudi growth
CISI
Chartered securities & investment
Market Intelligence

Insights & Perspectives

Insight and analysis from our team of senior financial advisors, helping clients navigate market changes with confidence and clarity.

Outlook 100 75 50 25 +12.4%
Market Outlook
Saudi, GCC & US Markets: Opportunities for Investors in a Changing Environment
Market Outlook
Strategy RETIREMENT LEGACY GROWTH
Wealth Planning
Wealth Management Strategies: Tailoring Portfolios to Your Unique Goals
Wealth Planning
Portfolio EQUITIES 40% BONDS 25% REAL ESTATE 20% ALT. 15%
Alternative Assets
Asset Diversification: The Key to Resilient Investment Portfolios
Portfolio Strategy
Get In Touch

Contact Us

Your trust means everything to us. Thank you for choosing Fidelity & Wealth Capital. We are always striving for your satisfaction, reach us through the following channels.

Phone
Available upon request
Email
info@fwinv.com
Office
Riyadh, Saudi Arabia
Business Hours
Sunday – Thursday: 9:00 AM – 5:00 PM (KSA Time)
Friday – Saturday: Closed
Send Us a Message