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Q3 2016 Review

Q3 2016 Review

Property vs. Capital Markets and the USA 2016 elections

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As always in these quarterly newsletters, we try to bring you relevant and interesting insights without being too technical. The topics we choose are based on real discussions with clients and we hope you will find this review interesting.

In July, Pioneer Wealth Management was awarded “Best Israeli Wealth Management Team 2016” by CFI.co[1] – a European financial magazine and website. This comes at a time when we believe we have had an excellent year for clients so far. We firmly believe our approach and strictly fee based services, without conflicts of interest, are especially appropriate for these low interest rate times.

For those of you who would like to see some of the faces of the Pioneer people, we invite you to visit our Facebook page and check out the pictures from our 30 year birthday celebration.


[1] Capital Finance International

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About the Author

Mike Ellis

Mike Ellis

Director and Chief Investment Officer

Mike Ellis, originally from South Africa, joined Pioneer in March 2000 after working in the Private Banking & Trust industry in the UK. At Pioneer he was the group CFO for the better part of the last decade. Today Mike serves as a director and is the CIO.

Mike is a Chartered Accountant, a CFA charter holder and received his MBA from Tel Aviv University & Kellogg Business School. Mike is also an Oxford University Alumni having participated in the Said Business School's Global Investment Risk Management Program. In addition, Mike is a licensed Portfolio manager by the Israel Securities Authority.

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