As the financial caretakers of our clients’ wealth, we aim to provide you with financial peace of mind for life so you can focus on what's important to you.
Pioneer Wealth Management was awarded Best Israeli Wealth Management Team 2016 by CFI.co – a European financial magazine and website. In 2019 we won Best Israel UHNWF Financial Planning Firm by Acquisition International (AI) Magazine - an international, monthly digital business magazine. And in 2021 we won Best Wealth Management Company in Israel by Global Business Outlook.
Pioneer Wealth Management holds Portfolio Management and Investment Marketing licenses in Israel, South Africa, France, Belguim, Switzerland, UK and the USA.
Our guiding principles:
- Honest care – Based on our Independence, clients' needs are our main consideration.
- Deep learning and Professionalism – Our rigorous processes in researching and selecting investment solutions, together with strong IT and portfolio structuring, give our clients a robust and solid, customized service.
- Safe Navigation – By constantly examining best practices in our model portfolios and investment process, we strategically guide our clients through complex financial decisions in the chaotic and dynamic global economy.
- Dynamic Solutions – Our Investment Research Team constantly evaluates existing and new solutions, utilizing local and global market opportunities and our strategic alliances, so every client receives a customized portfolio tailored to their individual needs.
- Authentic Partnership – Our relationship with our clients is our most valuable asset and as such our clients continue to grow with us from generation to generation.
- Independence – Client needs are our main priority. Pioneer is independent, meaning we do not own or manage any investment tools, do not have any investment quotas to fill and maintains complete autonomy. The financial planning and guidance we give is absolutely independent, with your interests in mind and the in-depth financial market expertise we have accumulated.
- Transparency - Our clients remain the sole owner of their bank account/s. Moreover, our consolidated reports assure you will never be taken by surprise with hidden fees or actions.
- Trust - We respect our clients’ need for privacy and therefore maintain client confidentiality.
Learn more in the brochure below: