Sarwa

About Sarwa & it’s products:

Investing was seen as a service available only to those who already have the knowledge to do so, or the very rich. Sarwa wants to democratize investing and make it simple and accessible to everyone. How? We bring expert level investing to our clients by combining technology and human advice to create a user-friendly and fully digitalized experience at a very low fee. Our core focus is long-term investing in globally diversified portfolios. We help you rebalance when needed, optimize for taxes, and reinvest dividends. But we do want to help with your investments on all fronts. So, we introduced a trading platform with $0 commission.

In parallel, we are big on education and want to free the discussion around money in the region and provide a platform where anyone can find financial advice and read about stories that can inspire their own journey to financial independence. We also offer a retirement calculator tool to help you plan your financial journey to retirement.

In terms of our portfolio categories, we have 3: Conventional, Halal and Socially Responsible Investing (SRI) Portfolios.

About the founders:

Mark Chahwan (Co-founder & CEO): Mark co-founded Sarwa in 2017 and is a new generation executive with 10 years of experience across diverse roles spanning strategy, management, operations and technology. Mark has previously worked at organisations including Accenture Strategy, focusing on banking and wealth management, and Caisse de depot et placement du Quebec (CDPQ), one of Canada’s largest pension funds with $270B+ in AUM, and started his career at BLOMINVEST Bank. Mark studied finance and entrepreneurship, earning his Bachelor of Commerce from McGill University, and has been recognized in the Forbes 30 under 30 lists.

Nadine Mezher (Co-founder & CMO): Nadine is a co-founder of Sarwa and an accomplished marketing and communication strategy leader with over 20 years of experience. Nadine has an impeccable track record of delivering high end projects for clients ranging from start-ups to government entities and large scale companies, and has previously worked for Dubai Tourism and as a retail strategy consultant. Nadine studied marketing, earning her Bachelor of Business Administration from the American University of Beirut, and holds a degree in design from Esmod Paris.

Jad Sayegh (Co-founder & CTO): Prior to co-founding Sarwa, Jad worked for Vigilant Global, a hedge fund and world leader in high speed trading technology. Jad is an experienced full stack engineer with a demonstrated history of developing large-scale systems, utilising his skill set to build cloud-based distributed services, data visualization and manipulation tools, and web applications focused on user experience and efficiency. Jad studied electrical engineering, earning his Bachelor of Engineering from McGill University.

Who is Sarwa?

Sarwa is backed by a team of world-class financial experts and the best technology talent. They work hard to implement time-tested investment strategies that are personalized for each client. Their investment committee team includes experts such as David Gibson Moore, Danny Jabbour, and Dr. Jiro Kondo – who bring together more than 50 years of investment and technology experience to Sarwa. They’ve worked at companies such as Merrill Lynch, UBS, CDPQ Pension Fund, Goldman Sachs and Accenture and have chaired the boards of banks such as J.P. Morgan Chase Switzerland.