Private & Investment bank.
Private & Investment bank.
Since 80 years ago .
This was the post card from our funder , informing the “startup”
Entrusted by our clients
Covid-19 update 12/08/2020
Dear customers
Wadiah Capital had structure COVID-19 response teams have been fully mobilized and operative.
All our staff are now working under our robust and secure mobile network* from their homes.
At the same time, we are also developing new technologies to overcome the difficulties and the challenges posed globally.
Our offices and vaulting facilities are temporarily closed to the public since Monday 23 March 2020 until further notice to ensure the safety of our customers and staff, for urgent cases contact [email protected] or use the form at the bottom.
Our call centre is fully operational and ready to assist you , we are experiencing delays in processing transactions and communication due to the impact of coronavirus (COVID-19).
We encourage to use as possible, our online services to help us process your information as quickly as possible.
We are committed to support our customers in any way we can, to assist you manage and run your business in these uncertain times while taking care of you and your loved ones .
We live in unprecedented times, and with the situation both here and globally changing so rapidly every day.
We constantly consulting and following official recommendations to act in the public's best interest keeping you updated about any changes.
Together, let's continue to strengthen and enhance our collective communities during these challenging times.
With blessings of health, safety and well-being,
Wadiah Capital Board
Our concierge desk had organised to support critical missions such as* repatriations and urgent trips.
* service available to wadiah capital clients only.
Stats at a glance
We let the results speak for themselves.
80
Years in private banking and financial services
5
Regional Offices
$36
Billion in Assets Under Management
Our Offices
We are eager to help you , for security and comfort , all our branches charter clients and visitors.
Geneve, Switzerland
Head Offices
Our Geneva office , close to the Lac Lyman, is the gateway to success and investments
New York, United States
Americas Branch
Is not only the city , that never sleeps, here dream flourish or plummet, for sure a place to be .
Dubai, United Arab Emirates
EMEA Branch
Dubai has become in the last few decades? In the middle of the 20th century, the city (and its home country, the United Arab Emirates), relied mostly on trade, but the discovery of oil reserves helped them skyrocket into prosperity.
Singapore , Singapore
Asian & Pacific Branch
Is not only , modern and sophisticated, an economical example.
Tel Aviv , Israel
CIS Branch
The Silicon Valley of the Middle East
Toronto , Canada
Treasury & Funds Management
Tolerant and stable, full of opportunities
Bangalore, India
Southern Asian Regional Branch
The center of India's high-tech industry
Johannesburg, South Africa
Africa Branch
A promising and prosperous global city
Our services
We proud ourself to offer tailored solutions
Asset optimization
Nothing more real , than real estate
Wealth Management real estate asset managers are experienced in asset and property management for residential, commercial, agricultural, timber, vacant, and development properties. Our goal is to optimize your portfolio’s potential while addressing the specific risks and challenges of real estate management.
Transitioning
Growing without pains
Whether you want to sell your business outright, transition to the next generation, or have your current employees take ownership, our team can help. We provide you and your professionals with access to highly-specialized business advisory and valuation services.
Liquidity
Calm and refreshing
Your income may fluctuate substantially during the year due to the timing of dividends, sales commissions, partnership distributions, or other periodic sources of income. Appropriate use of credit strategies can help smooth out your cash flow. Obtaining access to funds can help you maintain liquidity and meet financial commitments without depleting your cash reserves.
Heritage
Because drama is just good on TV
We offer multigenerational and dynasty trust planning and administration. We also can act as executor or trustee for your estate documents, should you need an impartial, objective party to serve in that capacity.
Convenience, not lifestyle
They ain’t vanity, we understand
Whether you need a loan, line of credit, a customized credit solution for commercial real estate, or specialized financing for aircraft, a life insurance premium, or fine art purchases, you can depend on your team of specialists to provide options to meet your borrowing needs.
Strategies
Debt Optimization
Interested in borrowing without selling assets? Strategic borrowing, when used appropriately, can benefit you if you have significant assets that are illiquid. If you want to manage a tax liability, have a concentrated stock position, or if you simply want access to funds while retaining assets, a carefully structured loan can be an effective financial tool.
Citizen of the world
For the global nomad in you.
We provide experienced and customized asset management in multiple jurisdictions for international clients. Together, we can develop a plan to help you preserve your assets, potentially reduce risk and taxes, and maintain your privacy.
When everything count
An extra set of eyes
Let our specialists help you navigate the complexity of managing oil, gas and mineral assets in fast-changing market conditions. Services include lease negotiation, cash flow management, and monitoring contracts.
Evolving
By keeping our values, we succeed
My family founded this institution in order to facilitate commerce and preserve wealth .
Our tools have became sophisticated, but our values , guide us to endure, delivering profitability successfully during 8 decades to our clients
Patronage
Only hate is unwelcome
Our institution, sponsor art , sport and science, In a diverse and respectful approach.
Looking forward for your comments...
Our Team
Dr Shlomo Ovadiah
Chief Economist & President
Sheikh Asif ibn Nazzer
Head of Shariah Counsel
Esteban Barnea
Vice President
Europe Operarations
Rosa Mermelstein
Vice President
America Operations
Rafael Lobo R
Vice President
America Operations
Dr Anita Singh
Vice President
South Asia operations
Sabrina Ibramov
Head of Crypto Assets
Hellen Betancourt
Head of Customer Service
For resources such as:
Annual Results
Investment Scope
Invest/nest. Prospectus
Please contact us .
Wadiah Capital is an Capital trust and bank corporation registered under the Laws of the United States of America
Complying with the applicable regulations and guidance set forth by:
Swiss Financial Market Supervisory Authority FINMA (SRO) FOREIGN FIDUCIARY TRUST
Securities Exchange Comission of the USA, Rule 202(a)(11)(G)-1, Rule D 506
Secretary of Treasury of the USA
Head quarters : 10 Rue de l’Arquebuse, 1st Floor 1204 Genève Switzerland tel 41 44 586 47 087
Americas Office : 200 Continental Drive Suite 401, 19713