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An investment house that specializes in global investment portfolio management.
Acting for private and corporate clients with a minimum initial investment of one million ILS.
We are licensed to manage investment portfolios by the Israel Securities Authority (ISA) since 2012.
The Investment portfolios are managed in our clients’ investment bank accounts with full liquidity and transparency at all times.
An investment house that specializes in global investment portfolio management.
Acting for private and corporate clients with a minimum initial investment of one million ILS.
We are licensed to manage investment portfolios by the Israel Securities Authority (ISA) since 2012.
The Investment portfolios are managed in our clients’ investment bank accounts with full liquidity and transparency at all times.
Our basic principle – An independent, professional and objective approach:
We are free from size and bureaucratic constraints. Hence, we offer the quickest possible response and decision-making in real time.
Therefore, we act proactively in our clients’ best interests.
The process is simple and fast:
We will meet, introduce ourselves and get to know you
We will fill in a questionnaire together to learn about your financial needs and goals and coordinate expectations accordingly
We will sign a portfolio management agreement with you
You will complete a bank authorization form to manage your investment bank account
C.E.O and investment manager
Roy brings vast experience in the fields of finance, economics and large scale asset management in Israel and London capital markets since 1999.
During his career he was a chief investment manager of three provident funds institutions- Epsilon, Koor Tadiran and TAHAL.
Roy was also a director at Epsilon mutual funds.
Roy holds a bachelor’s degree in Business Economics (B.Sc) from Queen Mary University of London.
Roy holds a master’s degree in Finance and Economics (M.Sc) from LSE- The London School of Economics.
Roy is a licensed investment portfolio manager with the Israel Securities Authority (ISA) since 2005.
