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
Members Of The Board