Rothschild & Co launches a Wealth Management representative office in Israel

Rothschild & Co is delighted to announce the opening of a new representative office in Israel for its Wealth Management business.

The new representative office in Herzelia, part of the Tel Aviv metropolitan area, is headed up by Gerry Livnat who has more than 20 years’ experience in the financial sector in Israel, most recently as CEO of UBS Wealth Management in Israel and, prior to this, as manager of UBank’s main branch in Jerusalem. He holds an MBA, a BA in economics and is a well-known speaker at High Tech conferences, as well as a judge in several ‘start-up’ competitions.

As a country with an extremely vibrant economy, where personal wealth is growing fast, Israel is a key market for Rothschild & Co, with huge potential for its Wealth Management business, where it will provide access to independent advice, discretionary investment management and advisory services to wealthy families and entrepreneurs.  This development is in line with the group’s strategy to invest in markets where it has an established network and reputation.

François Pérol, Managing Partner and Co-Chairman of Rothschild & Co’s Group Executive Committee, says: “Our Wealth Management business has continued to grow substantially in recent years. This investment in Israel is a natural progression for us as we have an established Global Advisory presence here, as well as strong historical family ties.”

Laurent Gagnebin, CEO of Rothschild & Co’s Wealth Management business in Switzerland, says: “We are excited to be able to strengthen our presence in Israel with Gerry Livnat heading our representative office. With Gerry’s experience, broad network of qualified clients among local entrepreneurs, the start-up community and wealthy Israeli families, we are confident of building a strong onshore customer base for our Wealth Management business.”

Gerry Linvat, Wealth Management Country Head Israel, said: “I am delighted to be joining Rothschild & Co as it focuses on building its presence in Israel. I am convinced that the firm’s combination of innovation and tradition will be extremely appealing for many Israeli entrepreneurs and families and support the continued growth of Rothschild & Co’s successful wealth management business.”

Rothschild and Co's Global Advisory business, which provides M&A and investment banking advisory services to companies and start-ups, has been on the ground in the region since 2008 and has established itself as one of the leading financial advisory firms in Israel.

- ENDS -

More information:

Israeli media
PR Consultant, Extra Mind (Israel)
Tali Karasik Regev / Meital Levi Tal
Mob: +972-545901474
Mob: +972-7739677

International media
Wealth Management, Rothschild & Co
Kilian Borter / Philippe Welti 
Tel: +41 (0)44 295 90 73
Tel: +41 (0)44 295 90 72

About Rothschild & Co, Wealth Management

Rothschild & Co is an independent, family-owned business that has been at the heart of the world’s financial markets for over 200 years. It is one of the world’s largest independent financial advisory groups, with over 3,800 employees in more than 40 countries around the world. Rothschild & Co’s integrated global network of recognised experts provides our clients with in-depth market knowledge and effective solutions with a long-term perspective in Global AdvisoryWealth & Asset Management, and Merchant Banking.  

Wealth Management, a division of the Rothschild & Co Group, provides wealth management services to families, entrepreneurs, foundations and charities. The Rothschild family is one of the few that has successfully preserved its wealth over seven generations, so we understand the challenges of wealth ownership. We believe that wealth preservation should be our priority in wealth management and our unique long-term perspective makes us a safe haven for our clients’ assets. Wealth & Asset Management has offices in Aix-en-Provence, Birmingham, Bordeaux, Brussels, Düsseldorf, Frankfurt, Geneva, Grenoble, Guernsey, Leeds, London, Luxembourg, Madrid, Manchester, Marseille, Milan, Monaco, New York, Paris, Toulouse and Zurich. Wealth & Asset Management manages around €100 billion in assets.

Read more articles

  • Making the best investment choices


    There are many ways you can grow and preserve your wealth by investing. In this article we discuss how to find an investment style that suits your outlook, examine both ‘top-down’ or ‘bottom-up’ investing strategies, and assess active and passive investing.

  • How to choose a wealth manager


    Wealth can be easily lost if you are not prudent. A wealth manager can help you avoid this fate, but you need to be confident that you're making the right choice. In this article we outline the key questions to ask and how they can hep you meet your financial goals.

  • G7 Italia 2024


  • Asset Management: Monthly Macro Insights - June 2024

    Market Commentary

    Although the global economy is still experiencing the lagged effects of tighter monetary policy, business confidence has been improving over the past few months, suggesting positive momentum going into the second half of the year. Will central banks be a tailwind or a headwind?

  • Navigating wealth preservation

    Perspectives podcast

    What is our conclusion of the Q1 2024 earnings season? What are the benefits of active investing? And how are different asset classes performing in the current market environment? Listen to our latest Perspectives podcast to find out more.

Back to top