Private & Investment bank.
Our Offices
We are eager to help you , for security and comfort , all our branches charter clients and visitors by Appointment Only.
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.
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
