Family wealth preservation
begins with a tailored investment management strategy
Rosetta Investments family office – for stable and profitable investment paths in a changing market
Family wealth preservation
begins with a tailored investment management strategy
Rosetta Investments family office – for stable and profitable investment paths in a changing market
intergeneration capital management
Nowadays there are many opportunities to invest in the market.
For intergenerational wealth management to be most effective, it is first necessary to understand the family's short and long-term needs, what is relevant to us with our capital at each stage, and how to develop it most effectively for the next generation.
Additional investment channels
Real investments in companies
Real estate Investments
Hedge funds
Credit funds
Orit Raviv Swery
Founder and CEO
Orit has over 35 years of experience in global capital markets and investment management. At the outset of her career, she lived and worked in New York and got to know the global capital market in the context of broad-scoped investment portfolio management in Sammy Ofer’s companies.
After her return to Israel, Orit pioneered the field of global investments and opened the window to the markets of the world to institutional investors in Israel. She did this through a number of key positions she held in the banking system. For example, as an investment manager at Bank Hapoalim, Orit was the first to act on trading with a variety of foreign securities, stocks, and bonds.
Likewise, Orit set up the foreign investment system at the Bank of Jerusalem. She helped develop the foreign investments outfit in mutual funds at the Israel Discount Bank, too. Orit developed innovative credit risk products for Bank Leumi where she tweaked her expertise in wealth management and private banking for wealthy clients.
This is just a short list of her accomplishments Orit earned her M.B.A. from New York University (NYU) and her B.Sc. in Industrial Engineering and Management from the Technion, cum laude. Best results come from best practices. That’s what you get from Orit’s ability to maneuver her way – and yours – among the options. Her ability is steadfastly grounded in her intimate familiarity with banking systems and the global markets.
We are not the only family office in Israel, Why should you work specifically with us?
We explore the investment portfolio not only from the capital aspect
Managing your family's capital requires more than just understanding your money.
We consider what you want to accomplish with your existing capital?
How much would you like to preserve?
How much would you like to produce?
Would you like to invest in paths that are similar to your values and beliefs as a human?
Which dreams would you want to fulfill with your capital?
First and foremost, we look at the people with whom we work; money is only a tool for fulfillment.
Stable and veteran clientele
Some of our clients have been with us for over 15 years! Several of them, run with us generation after generation. Our client's portfolios add up to a total of hundreds of millions of shekels.
Unique investment channels
To help our clients realize their ambitions, we act in diverse arenas and with unique methods. Among our investment channels, there are credit funds, hedge funds, and private investments which require vested professional knowledge which we acquire with years of experience. Nowadays, our clients enjoy access to investment channels not always available to the general public.
Investment managers with years of experience and training
Our investment managers are Orit Raviv Swery, with over 35 years of experience in global market investments, and Ilan Weil, Rosetta Investment's head of investments, with over 25 years of experience in analyzing credit, equity, alternative, and real investments in international companies.
Our protected investments model
Recommending an investment of one kind or another out of hundreds of possibilities is a service commonly provided. The question remains: which course of action will produce the highest level of security and certainty for you? We developed our protected investments model precisely in order to answer that question. This unique model protects your family wealth and aims to increase it, wisely and safely.
We build it with you, step by step:
Our management team
Orit Raviv Swery
Founder and CEO
Orit has over 35 years of experience in global capital markets and investment management. At the outset of her career, she lived in New York and got to know the global capital market in the context of broad scoped investment portfolio management in Sammy Ofer’s companies. After her return to Israel, Orit pioneered the field of global investments and opened the window on the markets of the world to institutional investors in Israel. She did this through a number of key positions which she held in the banking system. For example, as an investments manager at Bank Hapoalim, Orit was the first to act on trading with a variety of foreign securities, stocks and bonds. Likewise, Orit set up the foreign investments system at the Bank of Jerusalem. She helped develop the foreign investments outfit in mutual funds at the Israel Discount Bank, too. Orit developed innovative credit risk products for Bank Leumi where she tweaked her expertise in wealth management and private banking for wealthy clients. This is just the short list of her accomplishments! Orit earned her M.B.A. from New York University (NYU) and her B.Sc. in Industrial Engineering and Management from the Technion, cum laude Best results come from best practices. That’s what you get from Orit’s ability to maneuver her way – and yours – among the options. Her ability is steadfastly grounded in her intimate familiarity with banking systems and the global markets.
Ilan Weil
Senior Investments Manager
Born and raised in Geneva, Switzerland, for more than 20 years, Ilan has held a range of senior positions with international firms, including serving as Deputy CFO of a leading industrial company. In 2007, following his passion for the world of finance, he became an analyst at one of the world’s leading hedge funds. In this role, he became intimately familiar with global markets, and gained exposure to a wide range of investment tools. Ilan learned to manage investments at the height of the global economic crisis and acquired the skills needed for comprehensive analysis. He is highly experienced in private capital investments in the field of international real estate and private equity. Ilan holds an M.B.A. from the Harvard Business School and a B.A. in Economic Studies from the University of Geneva. He is a francophone and speaks excellent German, English, and Hebrew, as well.
Bar Yankovitz
Customer Relations Manager and Legal Adviser
Bachelor of Laws and Business Administration cum laude, Reichman University.
During his studies, Bar worked as a personal assistant to Orit Raviv Swery at Rosetta Investments.
After graduating, Bar interned in the real estate department of Meitar law firm and received his Law certificate. He worked as a lawyer at the real estate department of Meitar, representing leading real estate companies in Israel.
Bar returned to work at Rosetta Investments as a customer relations manager and legal advisor.
Let's discuss your private capital reservation needs
תוכן מקצועי
״משקיע מקצועי ומנוסה בעל יכולת וגמישות מחשבה יבקש לנצל את אי הוודאות והכאוס ולא להתחבא מפניהם…״
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