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Asset Management Office

Ongoing assistance

Our services

Sandor Investments Management specialises in the proactive and personalised management of its clients’ financial assets.
We offer a range of services, including portfolio management, asset diversification and wealth protection.
Our approach, based on transparency, trust and service excellence, is designed to help our clients achieve their long-term financial goals and ensure their peace of mind when it comes to wealth management.

Our approach

Our expert team works closely with each client to understand their unique financial situation, needs and objectives. We offer sound advice and tailored solutions for retirement management, wealth and estate planning based on their specific needs.

Our risk management

We pay particular attention to managing our clients’ financial risks. Using advanced analytical tools and diversification strategies, we aim to tailor our asset management to market conditions and the individual needs of our clients.

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Facilitating the smooth transfer of wealth

As individuals live longer lives, spanning several generations, the number of people making up an extended family can increase dramatically. Without meticulous and thorough planning, the transfer of wealth to intended beneficiaries can become a potential minefield. Family quarrels, challenges to the donor’s wishes and protracted legal action are not uncommon.

Preventing the risk of this happening is one of the main reasons for families to use a Asst management firm.

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Centralized services

There are many other advantages to using the services of a Asst management office:

  • Transparency – Ensuring that systems are in place to handle family wealth transparently and avoid potential conflicts.
  • Harmonization of interests – The establishment of a single entity can harmonize the individual interests of family members and their respective financial advisors within a common plan.
  • Higher potential returns – Having a single, centralized wealth management strategy for all extended family members tends to generate better returns and reduce risk, unlike many arrangements.
  • Separation of business and wealth interests 
  • Separating personal family assets from the family business and savings or wealth.
  • Centralization of risk – By having a complete overview of all aspects of the family’s investments, the wealth management office can anticipate and minimize potential risks.
  • Centralized service – In other words, a single point of contact for all family matters and financial, legal and professional services.
Contact us
Tel : +(972) 7 22 45 20 80
Fax : +(972) 7 22 45 20 89
  contact@sandor-invest.com
85 Medinat yaheudim Street, 4676670 Hertzliya, Israel
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Sandor Investment Management Ltd: The company is engaged in portfolio management and investment marketing as defined in the Investment Advisory Practice, Investment Marketing and Investment Portfolio Management Law Regulations, -1995, and is not engaged in investment advisory.

In the course of its business and pursuant to various agreements, the Company may receive distribution fees (benefits) from various parties, as detailed below, as a result of purchasing financial products from these entities for customers. The Company can and may prioritize these financial assets over other financial assets on the market in a similar way in terms of suitability for customers to financial assets to which the Company has no connection. The list of assets with which the Company is affiliated may be updated from time to time on the Company’s website.

List of financial institutions with which a company has an affinity: GFS, Tradition Paris, HPC Investment Partners, Commerzbank, Raymond James & Associates, EFG, ODDO, TFS Israel, Cantor, Guy Butler, UBS, Oppenheimer & Co, Leonteq Securities, Privatam S.A.M, AIS Solutions,Marex.

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