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Pioneer Wealth Management est une société privée et indépendante, présente sur le marché depuis 1986.
Dans un environnement financier en constante évolution, nous avons su adapter notre offre aux besoins de nos clients répartis à travers le monde. Les services de Pioneer s'étendent de la planification financière globale à la gestion de patrimoine traditionnelle, sans oublier notre segment de clients à potentiel élevé, pour qui nous mettons à disposition un service de family office dédié.
Yuli Petreikov joined Pioneer in 2015 as an analyst in the Global Wealth Management team. In 2016 he was promoted to a senior portfolio manager. In 2020 he combined his long term intrest of sustainability with the passion of investing to lead Responsible Investmenting (ESG & IMPACT) in Pioneer.
Yuli has nearly 10 years of experience in the financial services industry, and previously worked at Tmura Insurance Agency in the long term savings department. In addition, he interned in at the corporate finance department of BANORTE, a Mexican bank, and worked as an analyst in an Israeli consultancy specializing in debt restructuring.
Yuli holds an MBA form ESADE Business School in Barcelona and a BA in Management, majoring in Finance from the Ben-Gurion University. Yuli is a portfolio manager licensed by the Israeli Securities Authority and a Pension Insurance Agent licensed by the Israeli ministry of Finance.
Titulaire d'un M.A en Economie option Monnaie- Finance avec le titre de major de promotion de l'université d'Evry Val d'Essonne.
Après avoir fait son alyah et fort de sa maitrise de l'Hébreu en plus du Français et de l'Anglais, Arnaud a rejoint le département banque privée de la banque Leumi ou, il a occupé le poste de chargé de clientèle senior. A ce poste il a dirigé une équipe de conseillers financiers et était responsable de la gestion de plus de 2.5 Milliards de Shekels. Durant son activité à ce poste, il a acquis une solide connaissance bancaire, des marchés financiers et du conseil en investissement pour des clients recherchant un service de qualité et une proximité avec un interlocuteur professionnel et digne de confiance.
Après plus de onze ans à la Leumi, Arnaud a rejoint le groupe Pioneer en tant que gestionnaire de Fortune responsable de la clientèle francophone pour entre autre accompagner les nouveaux immigrants en Israël.
Arnaud attache énormément d'importance aux relations humaines et la qualité du service donné aux clients et sera très heureux de vous rencontrer pour vous aussi vous accompagner et vous conseiller.
Il est titulaire d'une licence de conseiller financier délivrée par l'autorité des marchés financiers Israélienne.
Having lived in both Latin America and North America for many years, Avi Nahum has in-depth, multi-cultural experience and understanding ofthe needs of Latin American, North American and Israeli families.
Avi has been one of the first Independent Financial Planners in the group. Throughout the years he spearheaded Business Development for Latin America, and today also coaches and supports other Independent Wealth Planners in the group.
Instrumental in the group’s growth in Latin America, as well as initiating joint-venture projects with local investment institutions in several countries, Avi functions as the Managing Partne of Pioneer Family Office, which is a Registered Investment Advisor (RIA) licensed in the USA, based in Florida. In addition, Avi serves as an Executive Director and member of the group’s Steering Committee and Investment Committee.
Avi attended the MBA program on Wealth Management at Carnegie Mellon and continues his professional development through numerous prestigious investments and wealth management programs at Harvard, Stanford and University of California at Berkeley.
Telephone (in Israel): +972-9-9611300
Cell phone (abroad): +1-786-282-1888
Dan Touitou a rejoint Pioneer Wealth Management en 2015, en tant qu’analyste financier senior, spécialisé sur le marché obligataire et le développement d’outils financiers. Dan offre également des services de gestion de fortune à une clientèle israélienne et européenne.
Il débute sa carrière en 2004 au sein d’Edmond de Rothschild Multi Management en tant qu’analyste financier, et se spécialise dans les matières premières, l’énergie et les économies émergentes.
En 2006, il rejoint Crédit Agricole Asset management et travaille sur plusieurs projets opérationnels au sein du service clients institutionnels. Il dirige ensuite un projet de courtage en ligne, permettant l’exécution d’opérations de change, et la livraison de devises sur cartes prépayées Mastercard.
De 2010 à 2014, il occupe le poste de conseiller en investissement dans le département banque privée internationale de la banque Leumi, et est responsable d’un portefeuille clients en Israël et en Europe.
Dan est titulaire d’une Licence de Mathématiques Appliquées et Sciences Sociales (MASS) et d’un Master Banque et Finance de l’Université Paris XII.
Dan a passé l’examen certifié par l’Autorité des Marchés Financiers (AMF) et est un gérant de portefeuille certifié par l’Israel Securities Authority (ISA).
Mr. Monty Hilkowitz has over 52 years of experience in the financial industry.
Born in South Africa, he qualified as an actuary from the Institute of Actuaries in 1966 and completed his Advanced Management Program at Stanford University, California. He became the Managing Director of Liberty Life in South Africa in 1978. In 1986 He was appointed as the CEO of Westpac Life in Australia. He has been self-employed since 1989.
Currently, Mr. Hilkowitz is involved in investment management, financial services and insurance interests in several countries. He is a director of The Dublin Network and Acuvest, specialist financial services companies in Ireland. In addition, he has been a non-executive director of Discovery Health and Discovery Life in South Africa since 2002 and a Non-Executive Chairperson of Discovery Holdings Limited, since January 1, 2008.
Monty serves as the chairman of Pioneer International Group and an Investment Committee Board Member.
Omer Galin holds a B.Sc. in Industrial Engineering from the Technion Academic Institute in Haifa, an MBA majoring in finance, from the Leon Recanati Business School and an MA in Security Diplomacy studies fromTel Aviv University.
Omer has held leading roles in well-known hi-tech companies including Head of Research and Development managing $500 million value projects, Director of Marketing and Product Development in Europe and the Far East, and Project Manager in an engineering consulting firm to high-tech companies in Israel, Europe, the Far East and the U.S.
Omer was one of Pioneer's founders in 1986 and succeeded in building an international organization serving clients all over the world: South Africa, Israel, the Middle East and Latin America.
As a Director in Pioneer Omer leads the company toward its strategic goals as well as sharing his time and energy to meet with clients and employees, and share with them his accumulated knowledge.
Originally from Switzerland, Danielle started her career in Private Banking with Republic National Bank of New York in Geneva, before joining SBC Geneva (which later merged with UBS) where she was in charge of Israeli private investors during 8 years. Subsequently, she made Aliyah to Israel to establish the representative office of Union Bancaire Privee Geneva and worked there as a Senior Relations Manager before she became an independent agent. Danielle joined Pioneer Wealth Management in 2016 as a Senior Wealth Manager.
She has over 20 years' experience in providing financial advice in the private investor's sector from various countries. Danielle has an excellent knowledge of the international financial markets. Her high inter-personal communication skills enables her to understand clients' profile and their needs, and to successfully build and maintain long-term relationships with her clients.
Danielle graduated from the Ecole d'Administration et de Direction d'entreprises (ECADE), Lausanne, Switzerland; holds a diploma of Financial Advisor for Private Investors from Swiss Bank Corp., Geneva; and is a Financial Planner licensed by the Israel Securities Authority.
Danielle is fluent in French, English, Hebrew and Italian.
Telephone (in Israel): +972-9-9611381
Cell (in Israel): +972-54-4601267
Since 1991 Dafna Gonen held a variety of Operations, Development and Management positions in Pioneer International Group, mainly focusing on Pioneer Latin America and South Africa regions.
A decade ago Dafna led a new and successful initiative in Pioneer – transforming the company’s business model to a conflict free firm.
Since 2011 Dafna acts as the CEO of Pioneer Wealth Management and devotes her time to maintain & develop our long term quality relationships with our clients, service providers, consultants & employees.
Born in Israel, Dafna graduated from Haifa University with a BA in English Language and History. She also studied for a Business Administration diploma from The College of Management. As a mother of four children Dafna maintains a balance between her career and her family. She is also an enthusiast runner.
Telephone (in Israel): +972-9-9611301
Shmuel Ben Arie joined Pioneer in 2009 as a Senior Financial Planner and shortly after, due to his exceptional analytical abilities, he was promoted as Head of the Local Market (Israel) Investment Research Division. In 2012 Shmuel led the development and implementation of Pioneer’s Shekel Wealth Management service, which provides our Israeli clients with local holistic solutions based on Pioneer’s diversification and asset allocation principles. Today Shmuel is the CIO for the Israeli market, the head of Shekel Wealth Management Service, and a Member of the Israeli Investment Committee.
In the past Shmuel has worked as an energy market speculator and was responsible for many Oil & Gas future contracts transactions.
Shmuel holds a BA in Finance and Management from Ben Gurion University, an MBA from the Hebrew University in Jerusalem, and is a Financial Planner licensed by the Israel Securities Authority.
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