Finansim Private

Wealth Management

Family Office

 Sophisticated Investments Advise

For Private Banking Customers

 

About Us

Finansim Private Wealth Management ("Finansim") is a leading investment advice company active in Israel's capital and financial markets. The company's professional staff brings many years of experience and a proven record of accomplishment. Finansim's Chief Executive Officer and one of its founders, Dr. Itai Galili, brings his rich background in the capital market to Finansim. Over the past ten years, Dr. Itai Galili has established and managed the First International Bank's private banking centers and advice unit.


 

Investment Strategy

Finansim's investment strategy is based on its long-term professional experience in advising private banking customers on their investment portfolios in Israel and abroad. The investment review process is regularly prepared, with updates from the world's leading sources of information.
Consideration of any investment is based on a long-term perspective and in accordance with economic prices of capital assets at any point in time. 

 

Q&A

Finansim's comprehensive financial advice brings together all investments components, wherever they are. Our advice relates to the investment goals - advice on investment vehicles designed for financial security, advice on investment vehicles designed for long-term savings, and advice on investment vehicles designed for growth. Our financial advice also covers all bank accounts in Israel and abroad. Asset allocations are effected in one place by one advisor. 

 

ABOUT THE COMPANY

About Finansim
Finansim Private Wealth Management ("Finansim") is a leading investment advice company active in Israel's capital and financial markets. The company's professional staff brings many years of experience and a proven record of accomplishment. Finansim's Chief Executive Officer and one of its founders, Dr. Itai Galili, brings his rich background in the capital market to Finansim. Over the past ten years, Dr. Itai Galili has established and managed the First International Bank's private banking centers and advice unit.
 
A Reliable Partner
All successful partnerships are based on trust. At Finansim, we gain client confidence by placing the client's interests at the head of our priorities. Finansim's investment counselors strive to understand your objectives and financial goals. Based on these insights, we develop a personal strategy that helps you to achieve your goals.
 
Financial Goals
Whether the goal is to protect capital, increase capital or to ensure financial security for the next generation, Finansim's investment counselors have the necessary expertise to achieve these goals.
Finansim works closely with leaders in the areas of tax planning and pensions, to offer you a comprehensive package. 
 
Private Wealth ManagementFinansim's experienced investment counselors have advised clients over the course of various cycles in the capital markets.  Thanks to our experience, Finansim has developed meaningful insights that can affect your financial life. The following links will allow you to become aware of the Finansim Group's various and complementary activities, all of which require expertise and experience. 
As a private


Special Benefits
 
client you enjoy priority in both the nature and qualty of services and advice, and no less important you receive reductions in costs. 
banking

THE TEAM

Dr. Galili holds a Ph.D. in Finance and is a graduate of Bar-Ilan University, Department of Business administration. He also holds an investment advice license from the Israel Securities Authority (active) and is a specialist in foreign investments.

Professional Experience
Former manager of the First International Bank's private banking centers, entrepreneurial advice unit, credit analyst, lecturer at higher education institutions in the capital market, finance and behavioral finance fields. Dr. Galili  also received the Rector's Award for outstanding research students, from Bar Ilan University (June 2004), and won first prize in research work in the capital market field awarded by the Tel Aviv Stock Exchange (May 2004).

Chief Executive Officer 

Dr. Itai Galili

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Master of Business Administration, Major in Finance. Holds an investment advice licensed issued by the Israel Securities Authority (active). Specialization - investments in foreign securities and various financial instruments, and their integration in local investment portfolios.

 

Professional ExperienceGlobal investment unit manager, private banking division of the First International Bank, investment advice as part of a proactive advice unit with a concentration on transactions in foreign securities at the First International Bank. 

Manager, Investment Advice Unit 

Michal Josephson

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Master of Business Administration, Specialization in Finance, Manchester University.
Holds an investment advice license issued by the Israel Securities Authority.
Holder of a broker's license, issued by the National Association of Securities Dealers (Series 7).

Professional Experience
Fifteen years of experience in various positions at Leumi Bank, at its various branches and at Bank headquarters, Leumi Bank, New York - international private banking.

Investment Advisor

Tami Sragowicz

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BA of Business Administration, Major in Finance. Holds an investment advicery licensed issued by the Israel Securities Authority (active). Specialization - investments in foreign securities and various financial instruments, and their integration in local investment portfolios.

 

 

Professional Experience

Business customers advisor

Igud Bank Israel 

Investment Advisor

Alon Kiva

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BA of Business Administration, Major in Finance. Holds an investment advicerylicensed issued by the Israel Securities Authority (active). 

MA in Public administration studies

Professional Experience

Over 12 years in Business customers advisory managment in two big Israeli investments companies. 

Investment Advisor

Ron Ravizada

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Professional Experience
Human Resources and Placement Coordinator, Israel Management Center, Manager of Sales and Human Resources -

 

A.G.A. Direct Applications Ltd.
Manager of Sales and Service, MOR Institute.

Manager of Sales and Operations

Eyal Kamer

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Members Of The Board

Professional Experience


Chief Executive Officer, Leumi Bank (United Kingdom).
Chief Executive Officer, Industrial Development Bank (up to its successful privatization).
Director and Chairman of the Finance Committee, Hadassah Medical Center.
Held senior positions at Leumi Bank, including Deputy Head of Private Banking Division.
Currently: Bank of Israel - Chairman of the Administrative Council.
Open University – Member of the Executive Committee and Member of the Audit Committee.


BA in Economics and Business Administration, Tel Aviv University..

Chairman of the Board of Directors

Uri Galili

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Professional Experience


Vice President - Marketing, Clal Insurance Company.
Vice President - Life Insurance, Ararat Insurance Company.
Chief Executive Officer, Standard Insurance, part of Harel Insurance.
Chief Executive Officer, Ha'chi Yashir, Mega Insurance Agency.


Graduate of the Command and Staff College, Social Sciences, Tel Aviv University.

Member of the Board of Directors

Eyal Gur Arie

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