Investment philosophies
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Gefen: Growing and preserving wealth
Investment management is much more than just buying and selling assets. This is about designing a robust investment strategy that suits the unique needs, preferences, and lifestyles of the investor. Good investment management requires international diversification of assets. Exceptional managers will also develop exclusive opportunities in the private market.
We are the investment managers of over 200 wealthy people and their families. We build and manage excellent investment portfolios, customized around each client’s unique risk resilience, time horizon, and goals.
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Our top experts can make that happen
Our top experts can make that happen. We preserve and increase your wealth for children, grandchildren, great-grandchildren, and beyond.
Gefen's investment philosophies
Increasing your wealth should be simple and hassle-free. We’re taking the pressure off customers. Our clients can relax, knowing that their wealth is being taken care of, by experts.
Our investment philosophy focuses on achieving five core goals:
Principles of investment in the family office at Gefen
Completing our investment philosophy are our investment principles. These rules are at the heart of our investment process and govern how we deliver returns for our clients.
The principles of investment are spread into three parts
International diversity
The existence of wealth is becoming increasingly difficult for many affluent families. With the rise in the cost of living...
Long-term investment
The existence of wealth is becoming increasingly difficult for many affluent families. With the rise in the cost of living...
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Investing is the key to growing and preserving wealth over time. The high-interest savings account is...
Exclusive investment deals
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Market insights
Exclusive investment deals
Full digital onboarding
Market insights
Investment opportunities
We enjoy strong relationships with world-class executives, including Goldman Sachs, BlackRock, KKR, Carlisle Group and more.
By partnering with global companies, we ensure favorable investment conditions for our clients that are not available to other investors. With local experts located around the world, we can source and open up even more private investment opportunities which are off-limits to others.
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