BIOGRAPHIES

Founder

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.

Founder

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 .

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