Wealth preservation and the maximizing of profits based on each client’s risk profile.
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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.
Greg operates as a senior analyst. He covers the full range of international financial assets and is actively involved in business development, particularly in the olim community. Greg qualified as a lawyer in the United Kingdom. He worked in a number of companies before setting up his own boutique. He made Aliyah in 2011 and has been with Roy Dovrat Investment House since 2016 .
Highly experienced investment managers and analysts with proven successful track records.
Our clients work directly with a dedicated investment manager with substantial experience and a significant track record in the capital markets.
Unlike large investment houses, we are free from size limitations and bureaucracy.
We don’t engage in any activities that could cause conflicts of interest and our overall fees are significantly lower.
To understand and listen to your needs.
To constantly monitor and manage your portfolio with the utmost professionalism and to provide you with courteous service at all times.
Your portfolio will be fully transparent at any point of time via your investment bank account website.
It is our duty to safeguard your privacy under a strict non-disclosure agreement.
Wealth preservation and the maximizing of profits based on each client’s risk profile.
