WEALTH MANAGEMENT
& MORE
It's time for a change!
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Our Vision: You tell us your story and we seamlessly craft a wealth architecture that speaks to you and tailor portfolios to your goals.
Our Mission: Empowering you to writing the next chapter of your story by bringing to you the world’s finest investment products.
OUR
FOCUS
WEALTH MANAGEMENT
The Circle Partners operate an innovative Wealth Office, with a team of dedicated experts, empowered by a proprietary methodology to deliver exceptional, personalized and precise wealth management. Delivering access to best-in-class investment products and informed financial decisions.
INVESTMENT PRODUCTS
We craft cutting-edge investment vehicles to address market gaps, drawing on our extensive experience, expertise and deep networks. We collaborate with partners to deliver unique and impactful offerings.
STRATEGIC ADVISORY
We offer bespoke consulting and advisory services, with hands-on results. By drawing on our rich networks we source deals, match investors and create opportunities for clients and partners.
WE DON'T DROP THE BALL
We listen to your story and build your wealth architecture accordingly.
Our clients always come first!
OUR WM METHODOLOGY - At a Glance
WE CONNECT THE DOTS
Our financial advice is directly linked to your life goals, so is every product or vehicle selected in your portfolios.
TOP-TIER EXPERTISE
We construct open architecture portfolios, enabling you to be financially free with the best products.
OUR TEAM In Growth Mode
Dr. Udi Dahan
Group Managing Partner &
Co-Founder
Sasi Shilo
Partner & Israel CEO
Lorenzo Faggi
Investment Specialist
The visionary leader behind The Circle Partners, dedicated to empowering people. Udi has more than 20 years of experience in the financial industry, mostly in various leadership positions, such as CEO of UBS WM in Israel. Udi has a BSc in Economics and Computer Sciences from Tel-Aviv University, an MSc and a PhD from St. Gallen University, an MBA from NTU (Singapore), and an Executive Advanced Management Certificate (AMP - 196) from Harvard Business School.
Sasi is a senior executive leader with over 30 years of experience in top management roles across diverse industries. Amongst many, he served as the active Chairman of The Israeli Postal Company.
He holds a BA in Economics, as well as two master’s degrees—one in Economics from Ben-Gurion University and another in Real Estate from Netanya College. He has also completed an executive program at the Harvard Kennedy School of Government.
Lorenzo has over 30 years of experience in banking at tier1 financial institutions, such as Nomura Securities and UBS. At UBS Lorenzo spent 21 years and transitioned from Investment Banking to Wealth Management and client advisory in various roles.
Lorenzo holds an MA in Finance from Bern University and a Master of Science in Wealth Management from the Simon Business School at the University of Rochester in New York.
Shiri Hatuka
Analyst - Israel
Shiri Studied Liberal Arts at the Shalem College, majoring in Philosophy. In her military duty, at the IDF, she served as an intelligence analyst and led optimization intelligence collection processes as a project lead. Shiri has a passion for community work and impact investing.
Nimrod Beeri
Analyst - Israel
Nimrod is about to graduate soon from the Shenkar College with a B.Sc. In Management and Industrial Engineering. Nimrod spent more than 6 years in military service at the IDF as a combat soldier and commander in the elite Israeli Navy teams.
OUR LOCATIONS
Switzerland - Zurich - Headquarters
8001, Zurich
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Israel - Tel-Aviv - Wealth Management Services
Ha'arba'a Hagag Towers , Tel-Aviv, Israel
For any general inquiries, please send us an email to:
info@thecirclepartners.com
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