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  • Michael was the  head of Stonehage Fleming Family Office in Israel as well as advisor to their international clients during the years 1999 to 2018.

  • Between 1994 & 1999 he held corporate finance positions at firms based in South Africa and London.

  • Michael currently serves on the board of a number of non-profit organisations & is a director of the Society of Trust and Estate Practitioners Israel.

  • Michael completed a Bachelor of Commerce degree and Honours degree in Finance.

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  • Rodney was the  head of operations at Stonehage Fleming Family Office in Israel as well as advisor to their international clients during the years 1999 to 2018.

  • He was a Manager in Corporate Finance and Litigation at PKF South Africa, where he completed his Articles (1995 to 1999) and is currently a member of the Society of Trust and Estate Practitioners.

  • Rodney qualified with a Bachelor of Commerce degree (Accounting, Finance, Taxation) at the University of the Witwatersrand, Johannesburg


CIO, JV Partner

  • Founder & C.E.O. of Family Wealth Advisors Ltd (2008).

  • Head of Risk Management at Clal Finance;  Professional Director of its  subsidiary companies.

  • Global Fund Manager at Clal Finance.

  • Head of proprietary trading at Shrem-Pudim Group. 

  • Derivatives Strategist at the Investec Group (Israel). 

  • Daniel has a B.A. in Economics and Management (with honors) and an accounting degree. He is licensed as Investment Advisor by Israel Securities authority (ISA).


Investment Analyst

  • Credit Analyst at S&P Global (2017-2018).

  • Research Analyst & Wealth Management at UBS Chief Investment Office (2015-2016) .

  • Co-founder and management of a US residential real estate fund (2010-2015) .

  • Sell Side Research analyst at Excellence, Meitav and Psagot (2007-2015).

  • Chairperson of Investment Committee for U-Bank Provident Funds (2006).

  • Management of an Israeli manufacturing business acquired out of bankruptcy (2005-2006).

  • Head of Operations at HSBC Israel (2004-2005).

  • CFO at Investec Bank Israel (1999-2004).

  • Terence completed a B(Com) Honors (First Class) at University of the Witwatersrand and qualified as a Chartered Accountant .

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Investment Analyst

  • Research Director & Senior Investment Analyst at Start-Up Nation Central (2018-2022).

  • Consulting to the asset management industry at MVP Consulting (2017-2018).

  • Head of Investment Due Diligence & Investment Analyst at Gems Investment Research (1998-2017).

  • Investment Analyst & reporting on Israel capital markets at Solid Capital Markets (1997-1998).

  • Journalist covering the financial sector at London Financial News (1996-1997).

  • Meir studied at Cambridge University qualifying in MPhil – International Relations MA History (1st class) and then completed a Post graduate in economics at the London School of Economics

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