SAB Invest

What SAB Invest does

SAB Invest is the investment arm of Saudi Awwal Bank (SAB), the entity formed following the September 2022 acquisition of HSBC Saudi Arabia's asset management, retail brokerage, and retail margin lending businesses by the then-Alawwal Invest, and subsequently rebranded from Alawwal Invest to SAB Invest on 4 April 2023. Headquartered in Riyadh, the firm serves retail investors, high net worth individuals, institutional clients (including government entities, corporations, and family offices), and corporate entities across Saudi Arabia, with international market reach provided through HSBC Group network access and partnerships with Hang Seng Investment Management and Interactive Brokers. The company operates as a CMA-regulated capital market institution and the first market maker in the Saudi ETF industry.

The company's product architecture is organized around four operating pillars — Brokerage, Asset Management, Wealth Management, and Global Investment Solutions (GIS) — supported by over 26 mutual funds, two ETFs (the SAB Invest Saudi Quant ETF and the SAB Invest Hang Seng Hong Kong ETF), multiple Sharia-compliant and conventional fund families, real estate investment funds, an X-Tech venture capital fund, a multi-strategy private investment fund, and an Employee Thrift & Investment Plan (ETIP). Distribution combines physical investment centers across Riyadh (Al Yasmin Main Branch, Tahlia, King Abdullah Road), Jeddah, Al Khobar, and Al Hofuf with proprietary digital platforms — SAB Invest Online (fund subscription and portfolio management), SAB Invest Trade (Saudi equities eBroker), and the WorldTrader international trading platform — plus iOS and Android mobile applications. Notable technical differentiators include Saudi Arabia's first rules-based quantitative ETF adapted from an HSBC systematic model that has managed over USD 34 billion globally, and an Outsourced CIO (OCIO) capability within GIS that delivers strategic and tactical asset allocation, manager due diligence, and ongoing portfolio appraisal for institutional and HNW clients.

SAB Invest generates revenue across multiple streams: brokerage commissions on Tadawul, GCC, and international equity trading (regulator-set rates for Saudi equities), asset management fees on AUM across conventional and Sharia-compliant funds, wealth management and OCIO advisory fees, securities lending commissions (with JP Morgan acting as agent), margin lending financing income, and real estate, venture capital, and private credit fund management fees. Go-to-market blends enterprise relationship-led sales for institutional clients and HNW segments with self-serve digital onboarding for retail investors, leveraging the parent bank's customer base and brand recognition. The firm has been recognized with the Asset Manager of the Year 2023 award (Saudi Capital Market Awards) and seven Sanadeq Investment Funds Awards in 2024, signaling established performance credibility in the Saudi institutional and retail fund landscape.

Name

SAB Invest

Legal name

الأول للاستثمار

Website

https://sabinvest.com

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

51–100 employees

Short description

SAB Invest is the investment arm of Saudi Awwal Bank, providing brokerage, asset management, wealth management, and Global Investment Solutions (OCIO) to retail investors, high net worth individuals, institutional clients, and corporates across Saudi Arabia and selected international markets.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Investment Banking and Securities Intermediation (52315), Other Financial Investment Activities (5239)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Real Assets — Real Estate Debt (Whole Loans, Mezzanine, CMBS/CLO) (FSAHAIAB), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Investment management services
• Asset management
• Brokerage services
• Wealth management
• Sharia-compliant funds

Headquarters

HQ city

Riyadh

HQ country

Saudi Arabia

HQ region

Middle East

Offices7 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Brokerage Commissions: SAB Invest generates commissions from equity trading on the Saudi exchange (Tadawul), GCC markets, and international markets through the WorldTrader platform. Commission rates are regulated by CMA and disclosed publicly. The company was the first market maker in the Saudi ETF industry.
2. Asset Management Fees: Revenue from managing a wide range of conventional and Sharia-compliant mutual funds including equity funds, fixed income/sukuk funds, multi-asset funds, real estate funds, and ETFs. Fees are charged on AUM and disclosed in fund terms and conditions.
3. Wealth Management: Wealth management services generating fees from portfolio management, advisory mandates, and relationship management for high net worth individuals and institutional clients. Also includes margin lending financing for eligible clients.
4. Securities Lending: SAB Invest launched securities lending services with JP Morgan appointed as agent for Saudi and global equity portfolio lending operations.
5. Global Investment Solutions (GIS) / OCIO Services: Fees from providing Outsourced Chief Investment Officer services, global multi-asset portfolio management, and investment advisory to institutional clients and high net worth individuals. Includes access to alternative investments, feeder strategies, and global fund products.
6. Real Estate Investment Fund Management: Revenue from managing real estate investment funds including development funds, logistics funds, and mixed-use property funds. Examples include the SAR 1.9 billion Retal Heights fund and SAR 3.2 billion King Salman Park fund.
7. Venture Capital Fund Management: Revenue from managing venture capital funds targeting fintech, health tech, and logistics sectors. The X-Tech fund focuses on early- and growth-stage technology companies.

Pricing tiers

Go-to-market motion3 records

Distribution channels8 records

Marketing channels12 records

Core offering

SAB Invest is the CMA-regulated investment arm of Saudi Awwal Bank (SAB), providing brokerage on Saudi, GCC, and international markets, asset management across more than 26 mutual funds and 2 ETFs (including Sharia-compliant and conventional strategies), wealth management with margin lending for HNW and institutional clients, and Global Investment Solutions (OCIO) advisory. The firm also manages specialized real estate, venture capital (X-Tech), and private credit funds, distributing these offerings through digital platforms, a network of investment centers, and dedicated relationship managers across Saudi Arabia.

Product overview

SAB Invest is a Saudi-based investment firm and the investment arm of Saudi Awwal Bank (SAB), formerly Alawwal Invest. The company operates as a comprehensive financial services platform offering a multi-product architecture comprising brokerage services (local, GCC, and international trading via WorldTrader), asset management (mutual funds, ETFs, and discretionary portfolio management), wealth management, and global investment solutions (GIS). Key products include the SAB Invest Saudi Quant ETF (the Kingdom's first quantitative ETF), the SAB Invest Hang Seng Hong Kong ETF, the X-Tech venture capital fund, and over 26 mutual funds covering Saudi, GCC, and global equities, multi-asset strategies, sukuk, and money market instruments. The firm also manages multiple real estate development funds exceeding SAR 4 billion in total value, and provides Sharia-compliant investment products supervised by its dedicated Shariah Committee.

Differentiator

Problem solved

Functional benefit

Products and services

• SAB Invest Brokerage Brokerage platform offering local Saudi trading (Tadawul), GCC trading, and international trading through WorldTrader. Provides 24/7 account access, portfolio management tools, and cash transfer capabilities between investment and current accounts, designed for individual and institutional investors.
• WorldTrader
• Asset Management Comprehensive asset management services offering traditional and Shariah-compliant mutual funds, multi-asset funds, ETFs, and Discretionary Portfolio Management (DPM) services for retail, HNW, and institutional investors.
• SAB Invest Mutual Funds A suite of over 26 investment funds including Saudi Equity funds, GCC Equity funds, Multi-Asset funds, Sukuk and Murabaha funds, Money Market funds, and Global Equity funds, available in conventional and Sharia-compliant variants.
• SAB Invest Saudi Quant ETF Saudi Arabia's first quantitative ETF, using rules-based modeling to identify market inefficiencies and construct a diversified, Sharia-compliant portfolio based on value and momentum factors. Adapted from an HSBC quantitative model.
• SAB Invest Hang Seng Hong Kong ETF Exchange-traded open-ended investment fund tracking the Hang Seng Index, providing Saudi investors with efficient access to the 82 largest and most liquid Hong Kong-listed stocks. Launched in partnership with Hang Seng Investment Management.
• Wealth Management Wealth management services including dedicated relationship managers, margin lending financing, and customized investment strategies for high net worth individuals and institutional clients, delivered through branches, telephone service center, and digital channels.
• Global Investment Solutions (GIS) Global investment solutions including Outsourced CIO (OCIO) services, global multi-asset portfolio management, investment advisory, and access to international funds and alternative investments for institutional clients and high net worth individuals.
• SAB Invest ETIP (Employee Thrift and Investment Plan) Sharia-approved savings and investment solution for corporate employers and employees, providing real-time portfolio access, ring-fenced ETIP investing, customizable investment models, monthly upload capabilities, and dashboards for both employees and employers, with both Sharia-compliant and conventional fund options.
• Real Estate Investment Funds Various real estate investment funds managed by SAB Invest, including the Retal Heights fund (SAR 1.9 billion), the King Salman Park fund (SAR 3.2 billion), the Logistics fund (SAR 550 million), and the Capital Gate fund (SAR 1 billion+), spanning development, logistics, and mixed-use property strategies.
• Securities Lending Securities lending services with JP Morgan as agent for local and global equity portfolio lending operations, enabling clients to lend securities for additional income.
• X-Tech Venture Capital Fund Tech-focused venture capital private fund targeting early- and growth-stage companies across the tech landscape, including fintech, health tech, and logistics. Anchored by Saudi Awwal Bank (SAB) and structured to enable financial innovation for technology start-ups.
• Multi-Strategy Private Investment Fund (Private Credit) Multi-strategy private investment fund (private credit) launched in 2025 with initial investments of over SAR 300 million, providing Sharia-compliant growth financing to high-growth sectors including fintech, health tech, and logistics.

Quantifiable outcome

• SAB Invest Hang Seng Hong Kong ETF achieved 31.06% return in 2025, with net assets of SAR 2.36 billion
• +5 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature7 records

Partnerships

Seven partnerships are on record, tiered core and major.

• Retal Urban Development CompanycoreStrategic or Co-development Partner · 4 June 2026SAB Invest partnered with Retal Urban Development Company to launch a CMA-regulated real estate investment fund worth SAR 1.9 billion ($502 million) for the Retal Heights mixed-use project in Riyadh's Almalqa district. SAB provides financing of up to 50% of the total investment value. The fund finances premium towers across residential, commercial, and hospitality sectors on a 19,000-square-meter site along King Fahad Road, aligned with Saudi Vision 2030.
• Stride VenturescoreStrategic or Co-development Partner · 3 November 2025SAB Invest partnered with India-based Stride Ventures to strengthen the venture capital ecosystem in Saudi Arabia by introducing international expertise and increasing capital inflows. The partnership focuses on providing Sharia-compliant growth financing to high-growth sectors including fintech, health tech, and logistics. Stride Ventures plans to deploy around USD 500 million over several years, with SAB Invest serving as the local partner for deal origination and market access.
• King Salman Park FoundationcoreStrategic or Co-development Partner · 1 November 2025King Salman Park Foundation awarded a mixed-use residential development project (Package 4) to a consortium led by Retal Urban Development Company, with an investment fund exceeding SAR 3.2 billion managed by SAB Invest. The project includes over 600 residential units, 140+ hotel rooms, and 50,000 sq m of Grade A office space in Riyadh's cultural district. Total committed investment across five major packages exceeds SAR 20 billion.
• Kaden InvestmentsmajorStrategic or Co-development Partner · 17 November 2024SAB Invest signed an agreement with Kaden Investments and Alwabel Real Estate at Cityscape Global to establish a SAR 550 million real estate development fund for logistics infrastructure. The fund will acquire a 600,771 square meter land plot in Dammam to develop state-of-the-art logistics facilities, supporting Saudi Vision 2030's National Industrial Development and Logistics Program.
• Alwabel Real EstatemajorStrategic or Co-development Partner · 17 November 2024SAB Invest partnered with Kaden Investments and Alwabel Real Estate to create a SAR 550 million logistics real estate development fund. The fund targets development of logistics infrastructure in Dammam to support the Kingdom's ambition to become a global logistics hub.
• Hang Seng Investment Management (HSVM)coreTechnology or Integration · 31 October 2024SAB Invest collaborated with Hang Seng Investment Management, the largest ETF manager in Hong Kong, to launch the SAB Invest Hang Seng Hong Kong ETF. The fund tracks the Hang Seng Index and provides Saudi investors with efficient access to the Hong Kong equity market. The signing ceremony was held during the Future Investment Initiative (FII) conference. This partnership creates a financial bridge between Hong Kong and GCC markets.
• HSBC Asset ManagementcoreStrategic or Co-development Partner · 14 October 2024SAB Invest entered into a collaboration agreement with HSBC Asset Management aimed at delivering shared expertise in local and international markets to institutional and high net worth clients seeking investment opportunities in MENA or globally. The cooperation centers on three key themes: sharing of expertise and knowledge, business development, and collaborating on product manufacturing. SAB Invest provides on-the-ground expertise in Saudi Arabian and MENA markets; HSBC Asset Management brings global investment resources and capabilities.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Jadwa Investment: Saudi-based investment management and advisory firm offering asset management, investment banking, and research. Comparable for its Saudi equity funds, real estate fund management, and institutional advisory offerings; founded by Ali Almansour who later became SAB Invest CEO.
• Riyad Capital: Investment arm of Riyad Bank, offering asset management, brokerage, and investment banking. Competes directly with SAB Invest across Saudi mutual funds, brokerage, and advisory services, with similar Sharia-compliant product offerings.
• SNB Capital: Saudi asset management, brokerage, and investment banking arm of Saudi National Bank. Directly comparable as a bank-affiliated full-service investment firm operating in the same Saudi market, with similar product breadth across mutual funds, ETFs, brokerage, and wealth management.
• AlJazira Capital: Investment arm of Bank AlJazira providing asset management, brokerage, and advisory services in Saudi Arabia. A comparable mid-sized competitor in the same product categories and customer segments.
• Al Rajhi Capital: Investment banking and asset management subsidiary of Al Rajhi Bank, the largest bank in Saudi Arabia. Offers mutual funds, brokerage, and wealth management, competing directly with SAB Invest for retail and institutional Saudi investors.
• Saudi Fransi Capital: Investment arm of Banque Saudi Fransi offering asset management, brokerage, and advisory services in Saudi Arabia. Operates in the same competitive set as SAB Invest, with similar bank-affiliated structure and product offerings.

Regional players

• NBK Capital: Investment banking and asset management arm of National Bank of Kuwait. A comparable regional full-service investment firm offering asset management, brokerage, and advisory services in the GCC, but focused on the Kuwaiti market.
• Emirates NBD Securities: UAE-based brokerage and investment services subsidiary of Emirates NBD. Comparable as a regional bank-affiliated investment firm offering brokerage, asset management, and wealth management in the GCC, but primarily serving UAE rather than Saudi clients.

Broad incumbents

• HSBC Asset Management: Global asset management division of HSBC Group, with which SAB Invest has a collaboration agreement. As a broad incumbent, it provides global investment products, research, and analytics that SAB Invest leverages through partnership while also being a potential competitor in the institutional segment.
• Saudi National Bank (SNB): One of Saudi Arabia's largest banks and the parent of SNB Capital. As a broader incumbent, it offers deposit, lending, and investment services through its distribution network, competing with Saudi Awwal Bank (SAB) and shared investment mandates through SNB Capital.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/sabinvest
• YouTubeyoutube.com/@sab_invest?si=RDx0G2A5uns2CBJy
• LinkedInlinkedin.com/company/alawwal-invest

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SAB Invest