• Since 80 years ago .

    This was the post card from our funder , informing the “startup”

    Entrusted by our clients

  • ⚠️Notice ⚠️

    Dear customer,
    We are taking active measures to protect our customers and staff members during coronavirus (COVID-19) outbreak.

    Our offices and storage facility will be temporarily closed to the public from Monday 23 March 2020 until further notice to ensure the safety of our customers and staff.
    We are committed to supporting our customers for their needs.

    Use this form or contact our call centre that is fully operational and ready to assist you.

    We will be closely following official recommendations and act in the public's best interest and will keep you updated about any changes.

  • Stats at a glance

    We let the results speak for themselves.

    80

    Years in private banking and financial services

    5

    Regional Offices

    $36

    Billion in Assets Under Management

  • Our Offices

    We are eager to help you , for security and comfort , all our branches charter clients and visitors.

    Geneve, Switzerland

    Head Offices

    Our Geneva office , close to  the Lac Lyman, is the gateway to success and investments

    New York, United States

    Americas Branch

    Is not only the city , that never sleeps, here dream flourish or plummet, for sure a place to be .

    Dubai, United Arab Emirates

    EMEA Branch

    Dubai has become in the last few decades? In the middle of the 20th century, the city (and its home country, the United Arab Emirates), relied mostly on trade, but the discovery of oil reserves helped them skyrocket into prosperity.

    Singapore , Singapore

    Asian & Pacific Branch

    Is not only , modern and sophisticated, an economical example.

    Tel Aviv , Israel

    CIS Branch

    The Silicon Valley of the Middle East

    Toronto , Canada

    Treasury & Funds Management

    Tolerant and stable, full of opportunities

    Bangalore, India

    Southern Asian Regional Branch

    The center of India's high-tech industry

    Johannesburg, South Africa

    Africa Branch

    A promising and prosperous global city

  • Our services

    We proud ourself to offer tailored solutions

    Asset optimization

    Nothing more real , than real estate

    Wealth Management real estate asset managers are experienced in asset and property management for residential, commercial, agricultural, timber, vacant, and development properties. Our goal is to optimize your portfolio’s potential while addressing the specific risks and challenges of real estate management.

    Transitioning

    Growing without pains

    Whether you want to sell your business outright, transition to the next generation, or have your current employees take ownership, our team can help. We provide you and your professionals with access to highly-specialized business advisory and valuation services.

    Liquidity

    Calm and refreshing

    Your income may fluctuate substantially during the year due to the timing of dividends, sales commissions, partnership distributions, or other periodic sources of income. Appropriate use of credit strategies can help smooth out your cash flow. Obtaining access to funds can help you maintain liquidity and meet financial commitments without depleting your cash reserves.

    Heritage

    Because drama is just good on TV

    We offer multigenerational and dynasty trust planning and administration. We also can act as executor or trustee for your estate documents, should you need an impartial, objective party to serve in that capacity.

    Convenience, not lifestyle

    They ain’t vanity, we understand

    Whether you need a loan, line of credit, a customized credit solution for commercial real estate, or specialized financing for aircraft, a life insurance premium, or fine art purchases, you can depend on your team of specialists to provide options to meet your borrowing needs.

    Strategies

    Debt Optimization

    Interested in borrowing without selling assets? Strategic borrowing, when used appropriately, can benefit you if you have significant assets that are illiquid. If you want to manage a tax liability, have a concentrated stock position, or if you simply want access to funds while retaining assets, a carefully structured loan can be an effective financial tool.

    Citizen of the world

    For the global nomad in you.

    We provide experienced and customized asset management in multiple jurisdictions for international clients. Together, we can develop a plan to help you preserve your assets, potentially reduce risk and taxes, and maintain your privacy.

    When everything count

    An extra set of eyes

    Let our specialists help you navigate the complexity of managing oil, gas and mineral assets in fast-changing market conditions. Services include lease negotiation, cash flow management, and monitoring contracts.

  • Evolving

    By keeping our values, we succeed

    My family founded this institution in order to facilitate commerce and preserve wealth .

    Our tools have became sophisticated, but our values , guide us to endure, delivering profitability successfully during 8 decades to our clients

    Patronage

    Only hate is unwelcome

    Our institution, sponsor art , sport and science, In a diverse and respectful approach.

  • Contact Us

    Looking forward for your comments...

  • Our Team

    Dr Shlomo Ovadiah

    Chief Economist & President

    Esteban Barnea

    Vice President Europe Operarations

    Rosa Mermelstein

    Vice President America Operations.

    Dr Anita Singh

    Vice President of South Asia operations

    Sheikh Asif ibn Nazzer

    Head of Shariah Counsel

    Hellen Betancourt

    Head of Customer Service

    Sabrina Ibramov

    Head of Crypto Assets