Rothschild & Co continues to grow its Wealth Management business in Israel with appointment of Senior Client Adviser

Rothschild & Co's Wealth Management business has appointed Oren Buchman as Senior Client Adviser in its Tel Aviv office, as the bank continues to grow its presence in Israel in response to rising client demand and increasing momentum in the local market.

Oren brings more than 14 years of experience in financial services and high-net-worth client advisory, joining from Bank Hapoalim, where he began his career and most recently served as a Customer Relationship Manager in the bank's Platinum Department. In that role, he managed a portfolio of 200 high-value clients, delivering tailored banking and investment solutions and working closely with compliance teams to develop risk-mitigation frameworks aligned with client needs.

Earlier at Bank Hapoalim, Buchman served as a Regional Investment Adviser, supporting advisers across multiple branches with portfolio reviews, market insights and client strategy, and as an Investment Banking Specialist, focused on financial modelling, deal execution and identifying investment opportunities for clients. He holds a B.A. in Economics & Management, an MBA, and is a licensed Investment Adviser.

Rothschild & Co's Wealth Management business has been operating successfully in Israel since 2022, providing independent advice, discretionary portfolio management and advisory services to entrepreneurs, families and foundations. It operates alongside Rothschild & Co's Global Advisory business, which has served clients in Israel since 2008, together drawing on the firm's integrated global network and more than 200 years of experience at the centre of financial markets.

Gerry Livnat, Country Head Israel for Rothschild & Co’s Wealth Management business, said: "Israel continues to be a strategically important market for us, and one in which we see significant long-term opportunity. The country's wealth base is expanding meaningfully, supported by the continued strength of Israel's technology sector and a renewed pace of exits, which is creating a new generation of entrepreneurs and families seeking long-term, independent advice. Oren's depth of experience advising sophisticated clients, his disciplined approach and his strong understanding of the local market make him an excellent addition to our team. We are confident he will play an important role in the continued development of our business in Israel."

- ENDS -

For further information

Media contact:
Rothschild & Co Wealth Management Israel
Extra Mind PR: Tali Karasik Regev
Tel: +972 54 5901474
tali@xmind.co.il

About Rothschild & Co, Wealth and Asset 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.4,800 talented financial services specialists on the ground in 50 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 Five Arrows, its alternative assets arm.

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 offices in France (Paris, Marseille, Lyon, Bordeaux, Toulouse, Aix-en-Provence, Nantes, Nice), United Kingdom and Channel Islands (London, Guernsey, Manchester, Birmingham, Leeds), Switzerland (Zurich, Geneva), Germany (Frankfurt, Düsseldorf, Hamburg), Belgium (Brussels), Italy (Milan), Israel (Tel Aviv), United Arab Emirates (Dubai), Spain (Madrid), Luxembourg and Monaco. Wealth and Asset Management assets total some €143 billion.

Related files

Rothschild & Co continues to grow its Wealth Management business in Israel with appointment of Senior Client Adviser (PDF)