Fidelity & Wealth Investment is a licensed Saudi-based company that is authorized to provide investment services.

Fidelity & Wealth Investment

About Us

Fidelity & Wealth Investment provides investment services. We offer a wide range of services including investment consultancy, wealth management, and private portfolio management for individuals and companies. We boast a highly skilled investment team and are dedicated to attracting top talents to maintain our position as the client’ first choice. We offer our services extensively throughout a wide domain. Since the establishment, we have developed a comprehensive investment service model that caters to individuals, family businesses and companies. In no time, we have earned the trust of clients and we are committed to continuously expanding our offerings.

Our Vision

Our aim is to become the leading provider of investment services in Saudi Arabia and GCC countries. To achieve this goal, we strive to develop cutting-edge tools for asset management and investment consulting that caters to the specific needs for our clients.

Our Mission

Our mission is to empower our clients with the necessary tools, knowledge, and expertise to achieve their financial objectives. We are dedicated to delivering premium investment services that are customized to suit each client's specific requirements. Our team of seasoned professionals is committed to delivering superior outcomes by employing rigorous research, analysis, and risk management techniques. We strive to build long-lasting relationships with our clients based on trust, transparency, and ethical conduct.

Our Goals

Achieve consistent returns for our clients.
Expand our client base.
Build a diversified investment portfolio.
Offering innovative wealth management and investment consulting solutions that adapt to changing market conditions.
To become the preferred choice for individuals and companies seeking tangible investment benefits.

Our Services

Investment Consulting

At Fidelity & Wealth Investment, we recognize the significance of seeking investment advice from experts to save time and effort, which is why we provide comprehensive investment advisory services tailored to the needs of our clients based on proven methodologies. Our investment consulting service offer the following key benefits:

Our team of investment advisors have vast experience and knowledge in the investment field.
We perform a thorough evaluation of each client situation in order to offer the most appropriate investment approach and plan.
We identify the primary investment objectives for our clients and recommend appropriate measures to accomplish them.
We recommend the most appropriate strategic distribution of wealth and assets to support our clients.

Wealth management

Our experienced professionals employ effective methods for asset management that aids our clients in attaining their investment goals and objectives. We focus on developing a robust investment planning strategy that is aligned for our clients' goals and liquidity. Our wealth management service offers the following key features:

We conduct careful studies of the target return and the degree of potential risk to ensure optimal returns.
We offer our clients a wide range of investment options and alternatives.
We tailor our investment advice to each client's financial situation and the nature of their assets.

Personal Portfolio Management

Our team manages private investment portfolios based on our client's goals by selecting the exact mechanism that best suits their needs. We offer various features for managing private portfolios, including:

Clients retain full ownership of all private portfolio assets.
We provide comprehensive reports periodically to explain the portfolio performance.
We build special strategies based on the analysis of clients’ objectives.
We provide all the details of operations and costs to our clients to ensure transparency and accountability.

Diversified Investment Services

We offer a wide range of investment services beyond the previous ones. We offer various models for personal investment funds to our clients, allowing them to access more investment opportunities and achieve their goals more effectively.

Our clients

At Fidelity & Wealth Investments, we are committed to achieving the satisfaction of our valued customers. We take pride in being the preferred choice of many clients and strive to expand our reach to the wider range. Our aim is to build long-term relationships with our clients based on trust, transparency, and exceptional service.

Our partners

We value collaboration and recognize its role in achieving growth. That’s why we strive to build strong partnerships with other leading entities in our field. We are always open to new initiatives that are aligned with our goals and are proud of the successful partnerships we have formed since our early days.

Core Values

Credibility

Transparency has been a cornerstone of our company's core value of credibility since its inception. We are committed to keeping our clients informed about all business developments through periodic reports to ensure that we remain a trustworthy and dependable source for them.

Experience

Our hallmark is experience, and we take pride in having a team of financial advisors with diverse experience in various investment fields.

Diversity

We strongly believe that diversity in investment sector is a key factor in achieving success. Hence, we provide our clients with a wide range of options and alternatives to ensure that they accomplish their investment objectives.

Innovation

Innovation is a critical feature of our company, as we understand that the money market is constantly evolving. Our team works to find investment sources that suit market changes, making us a dynamic and innovative company.

Why Choose Us

At Fidelity & Wealth Investment,

we have always strived to be the premier choice for clients looking for innovative and effective investment opportunities. We take pride in providing all the advantages that are aligned with our goals. Should you be looking for all-encompassing investment services, here are some compelling reasons why we are the perfect option:

Our Investment Approach

We understand the importance of a flexible investment portfolio to achieve our clients’ financial goals at Fidelity & Wealth Investment. That’s why we’ve created a rigorous approach that aligns with clear investment objectives. Our approach can be summarized by the following essential points:

Continuous Exploration

We are constantly on the lookout for the best investment opportunities that meet our clients’ needs, and we leverage our expertise to provide them with the most suitable investment advice.

Risk Analysis

High returns come with high risks, but with experience, risks can be analyzed and understood to identify suitable investment opportunities.

Asset Diversification

Flexibility is a critical component of investing, which is why we strive to diversify our clients’ assets across various asset classes to provide opportunities that suit different customer segments.