Hauberk Capital is an external Wealth Advisory firm that support High-Net-Worth Individuals, Family Offices, and Endowments by providing top-notch Wealth Advisory services.
We believe in a holistic approach to wealth Advisory and strive for every aspect of the wealth life cycle, including governance of wealth structure, wealth planning, current situation analysis, and investment policy statement development that aligns with the client objectives and risk profile.
Additionally, we offer CIO office outsourcing services, in which we act as a dedicated investment department for our clients, obliging them with strategy advisors search and selection process, portfolio performance monitoring services, submitting essential periodic reports and executing rebalancing based on macroeconomic conditions for nourishing their tremendous wealth journey.
Historically, the hauberk was the armor that provided maximum and balanced protection for knights. Inspired by this, Hauberk Capital has developed a Wealth Advisory Philosophy that mirrors this concept. We aim to create a protective framework for our clients wealth through strategic defensive allocations. Our model is built on four main pillars, as reflected in our logo:
Integrity is our philosophy for developing and building a relationship of trust and friendship with our clients.
We commit to our investors with fully managed, high-yield investment products catering to all levels of risk appetite.
Our genuine desire is to help you achieve your goals, dreams and aspirations. And to help you build, preserve and protect your wealth in support of these.
Our top priority is to meet our clients’ evolving needs, aligning with our core philosophy.
We are a professional, adaptable organization that anticipates future investor demands through market analysis and defensive strategies. Our experienced team stays ahead of industry trends to offer innovative and tailored solutions.
We recognize the complexities of wealth advisory and are committed to providing top-tier service and expertise, assisting clients in making informed investment decisions. Our relationships are built on trust, mutual respect, and a dedication to quality service.
By leveraging advanced technology and continuous research and development, we deliver reliable, cost-effective solutions. We seek new investment opportunities, navigate economic fluctuations, and maximize returns through balanced, diversified portfolios.
