Etia Capital is a multi-family office based in Tel Aviv, Israel providing customized solutions to high net worth individuals and institutional clients worldwide.
Etia Capital provides tailored investment solutions to private and institutional clients worldwide.
About
Our team researches markets, evaluates opportunities, and manages portfolios across asset classes to meet each client’s goals.
With a global perspective and a disciplined approach, we focus on identifying opportunities, managing risk, and creating long-term value for our clients.
We combine in-depth financial analysis with a global market perspective to identify opportunities across equities, bonds, and other asset classes.
Protecting our clients’ interests comes first. We take a disciplined approach to risk across every asset class.
We provide access to multiple booking jurisdictions through our international banking network, at the most competitive rates.
Etia Capital is 100% independent. We receive no third-party commissions from banks or financial institutions, ensuring our recommendations are always objective and in our clients best interests.
Our straightforward fee structure keeps costs clear and aligns our interests with those of our clients.
Our contracts are open-ended, with no notice period. The relationship is designed to last, yet remains free and flexible.
Services
We develop a comprehensive asset allocation strategy across both listed and unlisted assets, optimizing the risk-return profile within each asset class based on the desired level of liquidity.
Our approach is tailored to each client’s objectives and preferences, taking into account their risk tolerance, investor profile, specific requirements and preferred asset classes.
Our advisory approach enables clients to retain control over their investment decisions while benefiting from tailored recommendations, transparent portfolio oversight and access to leading custodian banks. We help clients diversify their investments, manage risk, preserve capital and identify long-term growth opportunities, while ensuring their portfolios remain aligned with their financial goals and liquidity needs.
We have a significant and dedicated expertise on Luxembourg life insurance with solutions to support wealth structuring, investment flexibility and succession planning. Through tailored policies, clients can benefit from access to a broad range of investment assets, a flexible beneficiary structure and a framework designed to facilitate long-term wealth preservation and intergenerational wealth transfer.
We help clients access liquidity by arranging Lombard loans secured against eligible investment portfolios. This flexible financing solution can be arranged quickly, enabling clients to meet liquidity needs, seize new investment opportunities or fund major projects without selling existing assets, while maintaining a clear understanding of borrowing costs and collateral risks.
Our digital wealth consolidation platform brings together all your assets held across multiple banks into a single, consolidated statement, providing a comprehensive overview of your wealth. It enables you to track the evolution of your assets and monitor allocation, risk exposure, investment performance, fees and other key indicators, ensuring full transparency and informed decision-making.
Acting as an independent and trusted partner, we coordinate with established legal, tax and financial advisors to develop coherent solutions aligned with each client’s personal circumstances and objectives. Our approach combines strategic planning, ongoing monitoring and personalized guidance to facilitate wealth preservation and intergenerational transfer.
Our philosophy
We believe wealth management should be built around each client, not predefined products. Every portfolio reflects individual goals, risk tolerance, and investment horizons.
Every client is different. We build personalized portfolios based on individual objectives, risk profiles, and financial needs.
Our goal is to build portfolios designed to generate returns over time, while carefully managing risk and adapting to changing market conditions.
We do not promote proprietary investment products. We select investments based on their merits and their suitability for each client.
We do not accept commissions or compensation from third-party financial institutions. Our advice is guided by our clients’ interests, not external incentives.
Client satisfaction is at the heart of everything we do. We aim to build lasting relationships through transparency, trust, and personalized service.
Who we are
Founder · Portfolio Manager
Graduated with a Master's in Accounting & Finance.
Worked in several global banks as a broker and property trader.
Founder · Portfolio Manager
Graduated with an MBA in Economics & Finance.
Worked at Bank Leumi private banking as an investment advisor.
Portfolio Manager
Graduated with a BASc in Applied Mathematics.
Portfolio Manager
Graduated with a BA in Finance.
Targeted Solutions
We believe every client is important and has unique needs. We take the time to meet with each client and tailor the right solution to meet those needs.
From an initial consultation through monthly reporting and regular meetings, it's our job to make sure you feel comfortable with your investment portfolio.
We help companies preserve capital through a variety of solutions, including multi-currency products designed to manage foreign exchange risk.
We advise corporate treasury teams on optimizing short- and long-term investment strategies, enhancing returns on surplus cash while maintaining an appropriate balance between liquidity, security, and performance.
Contact
One conversation, one transparent fee, no conflicts of interest.
Contact Us →