Rothschild & Co’s Wealth Management business in Israel expands with three key hires

Following the launch of a new representative office in Israel for its Wealth Management business in August 2022, Rothschild & Co has hired three new Client Advisers to expand its local team - Oren Shapira, Noah Gordon and Rotem Grinfeld.

Israel is an important market for Rothschild & Co, where it provides access to independent advice, discretionary investment management and advisory services to wealthy families and entrepreneurs. The business is expanding in line with the group’s strategy to invest in markets where it has an established network and reputation.

Oren Shapira joins as Senior Client Adviser from the Swiss bank UBS, where he was most recently a Team Leader. Shapira has over 25 years’ experience in the field of investment management, both locally and in global banking. He has a BA in Economics, specialising in Finance and Data Systems from the College of Management Academic Studies.

Noah Gordon is appointed as Director and Senior Client Adviser. Previously, he worked at Discount Bank for 17 years, his last position being Private Banking Manager. He completed his BA in Economics, with honours, from the College of Management Academic Studies and acquired his MA in Business Management at the Ono Academic College.

Rotem Grinfeld, will become Client Relations Manager for the Wealth Management business in Israel. Grinfeld has vast experience in managing wealthy clients’ capital in a range of financial institutions, including Credit Suisse – Switzerland’s second-largest bank – a leading family office firm in Israel and Bank Hapoalim. She has a BA in Economics and Business Management from the College of Management Academic Studies with honors.

Gerry Livnat, Managing Director, Rothschild & Co’s representative Wealth Management office in Israel, said: “Israel is a key market for Rothschild & Co and there is huge potential for us to expand our Wealth Management presence here among local entrepreneurs, the start up community and wealthy Israeli families. We are delighted that Oren, Noah and Rotem have decided to join the team and certain that their accumulated long-term experience in wealth management will contribute significantly to our growth strategy in Israel.”

-ENDS-

For further information (Israeli media):

PR Consultant, Extra Mind (Israel)
Tali Karasik Regev / Meital Levi Tal
Mob: +972-545901474
Mob: +972-7739677
tali@xmind.co.il
meital@xmind.co.il

For further information (International media):

Wealth Management, Rothschild & Co
Kilian Borter / Philippe Welti
Tel: +41 (0)44 295 90 73
Tel: +41 (0)44 295 90 72
kilian.borter@open-up.ch
philippe.welti@open-up.ch

About Rothschild & Co, Wealth Management

Rothschild & Co is family-controlled and independent and has been at the centre of the world’s financial markets for over 200 years. With a team of c.3 800 talented financial services specialists on the ground in over 40 countries, Rothschild & Co’s integrated global network of trusted professionals provide in-depth market intelligence and effective long-term solutions for our clients in Global Advisory, Wealth & Asset Management, and Merchant Banking.  

Wealth Management offers its clients an objective long-term perspective on investing, structuring and safeguarding assets, to help them preserve and grow their wealth. Asset Management offers innovative investment solutions in a variety of asset classes, designed around the needs of each and every client. We serve a diverse client base from our European offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en-Provence), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf), Belgium (Brussels), Italy (Milan), Spain (Madrid), Luxembourg and Monaco as well as from our US office in New York. Wealth and Asset Management assets total some €100 billion.

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Rothschild & Co's Wealth Management business in Israel expands with three key hires (PDF)