Our Team

Our Team

The uniqueness of our team is the complementation of the profiles that compose it. We have worked a lot with each other and decided to combine our skills, our networks and our customers to maintain our independence and protect their interests more effectively.

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Meir Kalfon

Meir is an analyst at the core. After graduating from Essec (class of 1988), he trained as a Strategy Consultant (Booz Allen&Hamilton) and Corporate Finance (SG London) before being associated with the outstanding achievement of Exane where he served successively as an analyst and Head of the Convertible Bond team in Europe.
Since his arrival in Israël, he has brought his expertise to private and institutional clients in many aspects of asset management.

His experience in analysis and his prudence allow him to hedge against the worst-case situation.

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David Zagury

David is a connector in his soul. After a brilliant career at Tsahal, and studies in finance at the Ramat Aviv Institute, he began his career in the world of private banking in Switzerland.
For nearly 10 years he has accompanied high-net-worth families in the administration of their wealth. He has gained specific expertise in real estate in Israel, Europe and the United States (managing partner of several real estate funds).

His insight and network skills allow him to link the right people together so that their common interests can be translated into fruitful and stable partnerships.

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