• David Levy

    • Over 40 years of international private banking and wealth management expertise
    • Private Banking Manager, Bank Leumi Latin America
    • CEO and Vice Chairman, HSBC Private Bank Luxembourg
    • International Banking Diploma, Tel Aviv Management Academy
    • Business Management Programme, London Business School
    • Over 40 years of international private banking and wealth management expertise
    • Private Banking Manager, Bank Leumi Latin America
    • CEO and Vice Chairman, HSBC Private Bank Luxembourg
    • International Banking Diploma, Tel Aviv Management Academy
    • Business Management Programme, London Business School
  • Meir Levy

    • Over 25 years of investment banking and financial advisory expertise
    • Vice President Principal Investments, Republic National Bank of NY
    • Vice President M&A, Deutsche Bank
    • BA Economics, UCLA
    • MBA, Harvard Business School
    • Over 25 years of investment banking and financial advisory expertise
    • Vice President Principal Investments, Republic National Bank of NY
    • Vice President M&A, Deutsche Bank
    • BA Economics, UCLA
    • MBA, Harvard Business School
  • Our team is composed of financial professionals with extensive global experience at major banks, including Goldman Sachs, Safra Republic, Deutsche Bank, UBS, Citibank, Bank Hapoalim, and Discount Bank in New York, London, Luxembourg, Latin America and Israel

    We have a heritage

    of accompanying families in the management of their financial affairs, day to day and in their moments of truth

    Our team is composed of financial professionals with extensive global experience at major banks, including Goldman Sachs, Safra Republic, Deutsche Bank, UBS, Citibank, Bank Hapoalim, and Discount Bank in New York, London, Luxembourg, Latin America and Israel

    We have a heritage

    of accompanying families in the management of their financial affairs, day to day and in their moments of truth