WEALTH MANAGEMENT
& MORE
It's time for a change!
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Our Vision: You tell us your story and we seamlessly craft a wealth architecture that speaks to you and tailor portfolios to your goals.
Our Mission: Empowering you to writing the next chapter of your story by bringing to you the world’s finest investment products.
OUR
FOCUS
WEALTH MANAGEMENT
The Circle Partners operate an innovative Wealth Office, with a team of dedicated experts, empowered by a proprietary methodology to deliver exceptional, personalized and precise wealth management. Delivering access to best-in-class investment products and informed financial decisions
INVESTMENT PRODUCTS
We craft cutting-edge investment vehicles to address market gaps, drawing on our extensive experience, expertise and deep networks. We collaborate with partners to deliver unique and impactful offerings.
STRATEGIC ADVISORY
We offer bespoke consulting and advisory services, with hands-on results. By drawing on our rich networks we source deals, match investors and create opportunities for clients and partners.
1 - Story
We start with your personal and professional journey to build a comprehensive understanding of your situation and goals.
2 - Goals
We design your personal and financial goals that reflect your story and situation.
3 - Investment Architecture
We design your goals into architecture & place those in our Investment Classes.
4 - Investment Strategy
We generate your Investment Strategy – With an optimized Strategic Asset Allocations (“SAA”).
7 - Cockpit
Finally, we provide you with an overview and do a suitability and appropriateness check.
6 - Product Selection
We select best-in class investment products tailored to your needs, from our proprietary product library.
5 - Capital Allocation
We finally allocate amounts from your wealth to each of your goals – Making sure your goals are covered.
OUR WM METHODOLOGY - The 7 Steps
OUR TEAM In Growth Mode
Dr. Udi Dahan
Managing Partner &
Group CEO
The visionary leader behind The Circle Partners, dedicated to empowering people. Udi has more than 20 years of experience in the financial industry, mostly in various leadership positions, such as CEO of UBS WM in Israel. Udi has a BSc in Economics and Computer Sciences from Tel-Aviv University, an MSc and a PhD from St. Gallen University, an MBA from NTU (Singapore), and an Executive Advanced Management Certificate (AMP - 196) from Harvard Business School.
Sasi Shilo
Partner & Israel CEO
Sasi is a senior executive leader with over 30 years of experience in top management roles across diverse industries. Amongst many, he served as the active Chairman of The Israeli Postal Company.
He holds a BA in Economics, as well as two master’s degrees—one in Economics from Ben-Gurion University and another in Real Estate from Netanya College. He has also completed an executive program at the Harvard Kennedy School of Government.
Lorenzo Faggi
Investment Specialist
Lorenzo has over 30 years of experience in banking at tier1 financial institutions, such as Nomura Securities and UBS. At UBS Lorenzo spent 21 years and transitioned from Investment Banking to Wealth Management and client advisory in various roles.
Lorenzo holds an MA in Finance from Bern University and a Master of Science in Wealth Management from the Simon Business School at the University of Rochester in New York.
OUR LOCATIONS
Switzerland - Zurich - Headquarters
8001, Zurich
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Israel - Tel-Aviv - Wealth Management Services
Ha'arba'a Hagag Towers , Tel-Aviv, Israel
For any general inquiries, please send us an email to:
info@thecirclepartners.com
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