Private financial services

Capital for every ambition.

Hawalad pairs the discretion of a private bank with the pace of modern finance — financial management, project financing and loan financing, structured around your balance sheet and built to compound.

Fiduciary standardRegulated advisoryPrincipal-led teams

Hawalad balanced mandate

$0

+12.4% YTD

12M return

+12.4%

Volatility

4.8%

Holdings

32

+0.0%Annualized return
$0.0BAssets under management
Project FinancingLoan FinancingFinancial ManagementInvestment AdvisoryTreasuryRisk & Compliance
$0.0BAssets under management
0+Clients served
0+Projects financed
0%Client retention
What we do

Six disciplines. One fiduciary standard.

From day-to-day financial management to complex project and loan financing, Hawalad advises across the full capital lifecycle — so every decision is made once, properly, and built to compound.

All services

Financial Management

Consolidated reporting, disciplined rebalancing and a risk budget set around your objectives — not a product shelf.

Illustrative allocation

  • Equities42%
  • Credit28%
  • Treasury18%
  • Alternatives12%
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Project Financing

Structured debt and equity for infrastructure, energy and industrial projects — from feasibility and due diligence through to financial close.

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Loan Financing

Tailored credit for growth, acquisition and working capital — transparent pricing, sensible covenants, decisions in days.

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Investment Advisory

Independent, research-led guidance across public and private markets, accountable to your mandate alone.

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Treasury & Wealth Planning

Liquidity, cash and succession planning that keeps capital productive across cycles — and across generations.

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Risk & Compliance Advisory

Prudential frameworks, KYC/AML and regulatory readiness that let you move quickly without moving recklessly.

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How we work

From first conversation to funded — in four disciplined steps.

Every mandate follows the same arc: understand, structure, fund, steward. You always know what happens next, what it costs, and who is responsible for it.

Talk to an advisor

Avg. time to funding — 3 to 6 weeks

Week 01

Discovery & consultation

A senior advisor maps your objectives, obligations and current position — cash flow, existing facilities, collateral and constraints — before anything is proposed.

  • Objectives memo
  • Position review

Weeks 02–03

Tailored structuring & credit assessment

We model the options — facility type, tenor, repayment profile, security — and run a full credit assessment, negotiating indicative terms across our lending network.

  • Term-sheet options
  • Credit decision

Weeks 03–06

Funding & implementation

Documentation, conditions precedent and drawdown are managed end-to-end. Capital lands where it was intended — on schedule, with every cost confirmed in writing.

  • Documentation & drawdown
  • Implementation plan

Ongoing

Ongoing management & reporting

Covenant monitoring, quarterly reviews and plain-language reporting keep the structure performing — and we revisit terms as your position strengthens.

  • Quarterly reporting
  • Covenant monitoring
Why Hawalad

The rigour of a private bank, the pace of a modern fintech.

Six commitments sit behind every mandate we take on — measurable, auditable, and written into how we work.

48hrs

Credit pre-approval

Indicative terms within two business days of receiving a complete file — not two months of silence.

Capital under advisory

$2.4B

Deployed across active financing mandates — balanced between project debt, corporate credit, real assets and treasury.

FY 2025 · Independently verified

  • Project finance36%
  • Corporate credit28%
  • Real assets20%
  • Treasury16%

Licensed & regulated advisors

Every mandate is led by licensed, accountable professionals — never routed to a call centre.

Transparent fees

One page, one figure, agreed in writing before work begins. No hidden spreads, no surprise invoices.

Segregated client funds

Client money sits in segregated accounts with independent custodian banks — never on our balance sheet.

End-to-end support

From first consultation to final repayment, one dedicated team owns your file. You never re-explain your business twice.

Independently audited

Our controls, client-money handling and financials are examined every year by an independent audit firm — and the opinion is available to clients on request.

  • Annual unqualified opinion
  • Quarterly reconciliations
  • External compliance review
Client outcomes

Trusted with the decisions that matter.

Business owners, CFOs and project developers on what changed after working with Hawalad — in their words, with their numbers.

$4.2M funded

Hawalad structured a working-capital facility around our receivables cycle — not against it. For the first time, growth stopped depending on the next invoice clearing.

Amira Warsame

Founder & CEO, Dalsan Logistics

18% better rate

They renegotiated facilities we had carried for years and put three competing term sheets on the table. The revised structure saves us a five-figure sum every quarter.

Daniel Okafor

CFO, Meridian Agro-Processing

3 weeks to close

A bridging facility that two banks had sat on for months was assessed, structured and drawn in three weeks. Their credit team simply works at a different pace.

Leila Haddad

Managing Director, Stonebridge Developments

$4.2M funded

Hawalad structured a working-capital facility around our receivables cycle — not against it. For the first time, growth stopped depending on the next invoice clearing.

Amira Warsame

Founder & CEO, Dalsan Logistics

18% better rate

They renegotiated facilities we had carried for years and put three competing term sheets on the table. The revised structure saves us a five-figure sum every quarter.

Daniel Okafor

CFO, Meridian Agro-Processing

3 weeks to close

A bridging facility that two banks had sat on for months was assessed, structured and drawn in three weeks. Their credit team simply works at a different pace.

Leila Haddad

Managing Director, Stonebridge Developments

$26M debt raised

Project finance is where Hawalad earns its fee. Lender diligence, hedging and covenants were handled end-to-end, and we reached financial close ahead of schedule.

Marcus Whitfield

Finance Director, Northgate Renewables

40% lower FX costs

Their treasury desk rebuilt how we manage currency exposure across five markets. Reporting is monthly, in plain language, and the savings are measurable.

Sofia Almeida

Group Treasurer, Coral Coast Hospitality

48-hour approval

Equipment finance approved in two days, on terms we could actually model. We took delivery of the fleet before our old lender returned a call.

James Kariuki

Director, Kariuki & Sons Construction

$26M debt raised

Project finance is where Hawalad earns its fee. Lender diligence, hedging and covenants were handled end-to-end, and we reached financial close ahead of schedule.

Marcus Whitfield

Finance Director, Northgate Renewables

40% lower FX costs

Their treasury desk rebuilt how we manage currency exposure across five markets. Reporting is monthly, in plain language, and the savings are measurable.

Sofia Almeida

Group Treasurer, Coral Coast Hospitality

48-hour approval

Equipment finance approved in two days, on terms we could actually model. We took delivery of the fleet before our old lender returned a call.

James Kariuki

Director, Kariuki & Sons Construction

FAQ

Straight answers, before you ask.

The essentials on services, eligibility, fees and how client money is protected — in plain language.

Six disciplines under one roof: financial management, project financing, loan financing, investment advisory, treasury & wealth planning, and risk & compliance advisory. Engagements can be standalone — a single facility, a treasury review — or combined into a retained relationship that covers your whole financial position.

Private consultation

Ready to take control of your financial future?

Speak with a senior advisor about your objectives — and leave the first call with a clear view of your options, timelines and costs.

No obligation · Response within one business day · Licensed & regulated advisors