Our mission is to future-proof your wealth, help you avoid common pitfalls, & guide you towards long-term financial success.
Barkawi Asset Management GmbH is a Swiss-based financial services firm dedicated to safeguarding and growing wealth. We operate across three synergistic areas – Investment Management, Proprietary Trading and Consulting & Advisory – to provide our clients with peace of mind in all matters regarding money.
Investment
Management
We manage portfolios across equities, bonds, currencies, commodities, funds, and alternative investments for private and institutional clients.
Proprietary
Trading
We actively invest our own capital across global markets, pursuing opportunities in traditional and emerging asset classes including cryptocurrencies.
Consulting &
Advisory
We provide independent consulting and project-based advisory for clients who prefer to manage their own assets with expert guidance.
Family Office
Services
Comprehensive investment management for your family
Our Family Office Services are designed to give you complete peace of mind in managing family wealth. We serve high-net-worth families, entrepreneurs, and their related enterprises with structured, independent investment management. Barkawi Asset Management manages client assets with professional rigor, a capacity for creative thinking, and complete independence from banks or product providers, ensuring that every decision serves the client’s long-term interests.
Key features of our Family Office Services include:
Investment Management
Careful management of your investment portfolio across all asset classes (equities, bonds, currencies, commodities, funds, and alternative investments). We define your family’s investment objectives, risk profile, and time horizon, then implement and monitor a tailored investment strategy. Our goal is capital preservation and growth aligned with your legacy goals.
Reporting & Oversight
Consolidated financial reporting that gives you a clear overview of all your assets. We provide regular reports on portfolio performance, risk exposure, cash flow, and net worth across all your bank accounts and investments. Transparent reporting brings clarity to complex wealth, enabling informed decision-making.
Coordination with Advisors
Barkawi Asset Management can act as the central point of contact for your external advisors. We work directly with your tax advisors, bankers, trustees, and other professionals of your choice to ensure seamless coordination. Upon request, we provide the necessary documentation for annual tax filings, communicate investment data to relevant parties, and integrate personal tax considerations into your overall investment strategy. This direct collaboration ensures accuracy, efficiency, and alignment across all aspects of your financial affairs — saving you valuable time and administrative effort.
Our Commitment:
We treat your family’s financial affairs with the same care and prudence as if they were our own. Confidentiality, integrity, and independence are at the core of our family office offering. Our firm’s principals are deeply involved in every client relationship, ensuring a bespoke service that delivers stability, trust, and peace of mind for your family’s financial future.
Proprietary
Trading
Investing Our Own Capital Across Global Markets
In addition to serving clients, Barkawi Asset Management GmbH engages in Proprietary Trading, deploying our own capital in financial markets. This activity reflects our confidence in our investment approach and keeps our skills sharp. Proprietary trading is not a client service, but rather an internal line of business where we actively manage the firm’s assets to generate returns and inform our market outlook.
What our Proprietary Trading entails
Research-Driven Strategies
Our trading decisions are founded on comprehensive research. We combine fundamental analysis, market data and qualitative insights to uncover trading opportunities across both established and emerging markets. This includes exploring innovative venues such as prediction markets and digitalasset ecosystems.
Multi-Asset Trading
We implement our research and deploy our own capital in a wide spectrum of markets. Beyond traditional equities, fixed income and commodities, our remit spans currencies, futures, cryptocurrencies and predictionmarket contracts. By maintaining the flexibility to invest wherever our research indicates potential, we can adapt to market conditions and capture opportunities across different asset classes.
Risk Management
Sound risk management is central to proprietary trading. We monitor market conditions and our positions continuously, apply positionsize limits, and use tools like stoploss orders and hedging to manage downside exposure. We take calculated risks when warranted by our analysis, but no single trade is allowed to threaten our capital base.
Transparency and Independence
Our proprietary trading activities are conducted entirely with the firm’s own capital, fully separate from client portfolios. This independence allows us to act decisively while avoiding any conflict of interest. We maintain internal controls to ensure that no proprietary position is taken to the detriment of client accounts, and that insights gained through our trading and research are shared constructively where relevant. Clients benefit from the depth of our market experience and analysis, while retaining the assurance that their portfolios are managed objectively and without bias.
Why it Matters
Barkawi Asset Management proprietary trading capability demonstrates our financial acumen and commitment to excellence. It underscores that we stay actively engaged with markets on a daily basis. For our clients, this means partnering with a firm that is experienced, proactive, and financially robust.
Note: Our proprietary trading activities are conducted entirely with the firm’s own capital and are completely separate from client portfolios. Client assets are managed independently according to their specific objectives, mandates, and risk parameters. At no time are client funds used for proprietary trading purposes.
Consulting &
Advisory
Independent Financial Consulting and Project-Based Advisory
Barkawi Asset Management GmbH offers Financial Consulting & Project Advisory services to individuals, families, and businesses seeking expert financial guidance without handing over direct management of assets. In this model, we act as your trusted advisor and project partner. You retain full control of your accounts and investments, while we provide the analysis, strategy, and recommendations to help you achieve your financial goals.
Our Consulting services are suited for clients who:
Prefer to retain full discretion over their investment decisions, while valuing an experienced counterpart for validation, structuring, or tactical input.
Have an existing investment allocation they wish to maintain, but value an additional layer of professional input and independent perspective.
Have specific financial projects or questions — such as assessing a new investment opportunity or planning a major liquidity event — and seek expert guidance on a one-time or ongoing basis.
What we provide
Tailored Financial Advice
We begin by understanding your objectives, constraints, and the specific financial context in which you operate. Whether it involves a family portfolio, a corporate balance sheet, or a holding structure, we analyse existing positions, cash flows, and exposures to identify strengths and inefficiencies. Based on this analysis, we provide concrete, data-supported recommendations aimed at building a robust and future-proof investment strategy.
Project-Based Engagements
Some clients approach us during periods of transition, for instance, around a major liquidity event or when relocating to a new country. In such situations, we provide targeted, project-based advisory to help assess available options, re-establish an appropriate investment structure, and ensure the new framework fits the client’s objectives and jurisdictional requirements. Our involvement continues until the situation is resolved and a sustainable long-term setup is in place.
Financial Consulting for Businesses
We advise family-owned companies, entrepreneurs, and startups on optimizing the financial side of their operations. This includes helping businesses deploy excess liquidity more effectively, manage currency exposures arising from international revenues or expenses, and structure corporate investment accounts in a strategic, risk-aware way. Our background in both investment management and hands-on business ownership enables us to identify inefficiencies quickly and design practical solutions that strengthen balance sheets and improve overall financial performance.
Education & Empowerment
A key part of our consulting ethos is to empower our clients. We take the time to explain our analysis and the rationale behind our advice, enhancing your financial understanding. Over time, this educational aspect helps you make more confident decisions on your own. We can also provide training workshops or seminars for your family members or team upon request (e.g., basics of investing, understanding financial statements, etc.).
How We Work:
Consulting engagements can be structured flexibly. Some clients request a one-time comprehensive review of their financial situation, while others prefer ongoing quarterly consultations or on-call advisory support as needed. We charge transparent fees, agreed upon in advance, either on an hourly or project basis, or through a recurring fee model linked to assets under advice where appropriate. Unlike many traditional advisors, we do not earn commissions on product sales; our sole incentive is to provide advice that serves your best interests. This fee-only, fiduciary approach ensures objective and unbiased guidance.
Results You Can Expect
When working with Barkawi Asset Management GmbH, clients can expect advice that is entirely unbiased and fiduciary in nature, driven only by their best interests. Our approach combines analytical depth with genuine creativity, a quality increasingly rare in modern finance. We go beyond generic, backward-looking solutions to develop ideas that are robust under real-world conditions. This mindset gives our clients a far stronger chance of success in non-standard, dynamic, and challenging market environments where traditional wealth managers and advisors often fall short.
About
Our Mission and Background
Barkawi Asset Management GmbH is a Swiss boutique financial services firm founded in 2021. Established originally as a family office, the firm has evolved into an independent partner for families, entrepreneurs, and institutions seeking a clear and disciplined investment approach tailored to their objectives. Our mission is to provide peace of mind through sound judgment, discretion, and long-term thinking. Independence and integrity form the foundation of our work, allowing us to deliver objective advice and tailored solutions in a world where true alignment with clients has become rare.
Our Philosophy
True wealth management cannot rely on the assumption that what worked in the past will work in the future. It requires the courage to think independently, free from herd mentality, optics, or career preservation. At Barkawi Asset Management, we believe progress in finance depends on exploring new frontiers and continuously broadening our understanding of how the world works. Integrating new technologies and methods is essential to remain effective and forward-looking. Amid all change, one principle endures: honesty and integrity in human interaction are the foundation of lasting trust.
Core Values
Trust & Confidentiality
We uphold absolute discretion and integrity. Client relationships are built on privacy, accountability and a consistent commitment to act solely in the client’s best interest.
Excellence & Expertise
We combine experience with continuous research and disciplined execution. Every decision reflects a high standard of professionalism and analytical rigor.
Family-Centric Perspective
Our roots as a family office give us a deep understanding of succession, legacy and long-term stewardship. We approach each engagement with continuity in mind.
Accountability & Compliance
We maintain full compliance with Swiss law, AML, and data protection standards. Strong governance and processes ensure operational integrity.
Our Team
Barkawi Asset Management GmbH is founder-led by Lennard El Barkawi, who brings more than a decade of experience in the financial markets. Under his leadership, the firm maintains a clear focus on disciplined investing and independent thinking. Our boutique size allows us to work closely with each client and approach every mandate with genuine care and attention. As the firm continues to grow rapidly, we remain committed to preserving the personal engagement and precision that define our work.