Wealth Management

Our wealth and asset management professionals have comprehensive expertise gained over several decades and investment cycles. They possess in-depth knowledge of the asset classes they manage, enabling them to sustainably generate superior long-term real returns while balancing between long-term goals and needs and short-term behavioral aspects.

Our investment management process is based on evidence-based fundamental macro and micro analysis, enriched with quantitative overlays, as well as inputs from experts in the related fields.

As a management-owned investment boutique, we enjoy the independence required to carry out disciplined, unbiased critical thinking with short decision-making processes – the prerequisites for successful long-term investment management – while fully aligning the interests of investors, managers and investment professionals.

Our investment boutique in Israel has been licensed to manage portfolios by the Israel Securities Authority since 2007. In Switzerland, we operate under the FINMA securities firm license.