WealthLine Egypt

WealthLine Egypt is a prominent wealth management firm based in Cairo, Egypt, specializing in providing personalized financial planning, asset management, and investment advisory services to high-net-worth individuals, families, and corporate clients. Established in 2019, the firm focuses on helping clients grow, preserve, and protect their wealth through tailored investment strategies, tax optimization, and estate planning. WealthLine Egypt is known for its client-centric approach, offering customized financial solutions that align with each client’s unique financial goals and risk tolerance.

The company was founded by Karim Hassan, a financial expert with extensive experience in wealth management and portfolio diversification. WealthLine Egypt employs a team of 25 wealth advisors, financial planners, and tax specialists who work closely with clients to develop comprehensive wealth management plans. The firm provides a wide range of services, including portfolio management, retirement planning, estate planning, and tax advisory, ensuring that clients receive holistic financial guidance.

WealthLine Egypt is particularly recognized for its Tailored Investment Portfolios, which focus on generating sustainable returns through diversified investments in real estate, equities, fixed income, and alternative assets. The firm also offers Estate and Succession Planning Services, helping families manage wealth across generations while optimizing tax efficiency.

The company’s core values are trust, integrity, and excellence. WealthLine Egypt is committed to delivering personalized, results-driven financial solutions that empower clients to achieve long-term financial security. In 2023, the firm reported assets under management (AUM) of approximately $250 million, reflecting its strong presence in Egypt’s wealth management sector.

Looking ahead, WealthLine Egypt plans to expand its digital offerings by developing an online wealth management platform that provides clients with real-time portfolio tracking and financial insights. The firm is also exploring sustainable investment opportunities, particularly in green technology and impact investing, to meet the growing demand for socially responsible investments.