Grow and preserve your wealth
Our Solutions
Securing a strong economic future for you and your family
One of the most reliable ways to help protect and build your wealth is by investing in high-quality properties.
Our leading team of investment experts designs personalized financial plans for clients and their families. Your financial goals are our top priority.
Our experienced team of consultants can dramatically reduce the risk of investment blind spots. We don’t leave a stone unturned to ensure the best options for our customers. We will take care of the day-to-day management of your wealth so that you can relax and focus on enjoying your free time.
Unlimited investment opportunities
With our ingrained local expertise and our global reach, investment opportunities for our customers are truly unlimited.
When your investments are diversified globally across high-quality public and private assets, you have the potential to perform higher returns while reducing your risk.
Every member of our team has impeccable credentials and experience. They care deeply about customers’ financial goals and base their advice on the most accurate, up-to-date data.
Leveraging our international diversification capabilities and choosing our superior management, we are consolidating the most compelling investments from the public and private markets. To capture long-term growth, we prefer the investment endowment approach.
Our main goal is to build long-term wealth for our customers and their families. By establishing close relationships with trusted partners, we create global portfolios with exclusive regional expertise.
Reduce risks through diversity
When your investments are diversified globally across high-quality public and private assets, you have the potential to perform higher returns while reducing your risk.
Guidance from expert financial advisers
Every member of our team has impeccable credentials and experience. They care deeply about customers’ financial goals and base their advice on the most accurate, up-to-date data.
Access to exclusive international deals
Leveraging our international diversification capabilities and choosing our superior management, we are consolidating the most compelling investments from the public and private markets. To capture long-term growth, we prefer the investment endowment approach.
Partnership with world-class asset managers
Our main goal is to build long-term wealth for our customers and their families. By establishing close relationships with trusted partners, we create global portfolios with exclusive regional expertise.
Customized investment solutions
We build your portfolio using the best assets from private equity to real estate, healthcare technology. Learn more about our solutions.
Growth portfolio
High Risk
Exceptional capital gains yields that take advantage of the sprains in the market around the world.
Growth portfolio
High Risk
Exceptional capital gains yields that take advantage of the sprains in the market around the world.
Growth portfolio
High Risk
Exceptional capital gains yields that take advantage of the sprains in the market around the world.
Growth portfolio
High Risk
Exceptional capital gains yields that take advantage of the sprains in the market around the world.
Invest with peace of mind
With the help of our financial advisers, now you can invest with peace of mind.
Talk to our financial experts
Get started on your personalized investment strategy
Talk to our financial advisers
Help us understand your needs and goals to choose the right investment opportunities for you.
Start Investing
We build a diversified portfolio tailored to your risk appetite and financial goals.
Increase your financial knowledge
המדריך להשקעות אלטרנטיביות חלק ב – Private Equity
מדריך להשקעות אלטרנטיביות חלק ב – Private Equity בחלק הראשון בסדרת המאמרים שלנו כתבנו מדוע משקיעים פונים להשקעות שאינן סחירות. הסברנו כי, בדומה לכל דבר
מהו פיקדון בנקאי?
פיקדון בנקאי מדוע אין היגיון כלכלי ללקוחות בעלי הון להשקיע בפיקדונות בבנק בהשוואה לחלופות הקיימות בשוק ההון ובאפיקים האלטרנטיביים? תחילה, כיצד בנוי פיקדון בנקאי? פיקדון
המדריך להשקעות אלטרנטיביות חלק ב – Private Equity
מדריך להשקעות אלטרנטיביות חלק ב – Private Equity בחלק הראשון בסדרת המאמרים שלנו כתבנו מדוע משקיעים פונים להשקעות שאינן סחירות. הסברנו כי, בדומה לכל דבר
מהו פיקדון בנקאי?
פיקדון בנקאי מדוע אין היגיון כלכלי ללקוחות בעלי הון להשקיע בפיקדונות בבנק בהשוואה לחלופות הקיימות בשוק ההון ובאפיקים האלטרנטיביים? תחילה, כיצד בנוי פיקדון בנקאי? פיקדון
מדריך להשקעות אלטרנטיביות
מדריך להשקעות אלטרנטיביות בעוד שבעבר משקיעים רבים התמקדו כמעט אך ורק באפיקי השקעה סטנדרטיים של שוק ההון הסחיר ורוב ככל ההשקעות מחוץ לשוק ההון התבצעו
In which jurisdictions is the Gefen office regulated?
The Gefen Office and Petiole Asset Management AG are subject to the supervision of six regulators in Bahrain, the Cayman Islands, Hong Kong, Saudi Arabia, Switzerland and the United States.
What geographical locations can I invest in?
The Gefen Office offers access to international investment strategies to balance our clients’ exposure to local markets. Taking advantage of our global footprint, we provide customers with access to major international markets and operations around the world, including the US, Canada, China, Pan-Asia, Europe and more.
In which asset classes can I invest?
The Gefen Office specializes in alternative investments, which include private capital, real estate, private credit, real estate and more.
