WealthStone Holdings Group (WS) specializes in alternative investments mainly by establishing and managing Limited Partnerships for investing in and financing attractive market sectors such as realestate, Infrastructure, Technology and more.
Wealthstone introduces private investors to a world of investments which until now was reserved only to an exclusive sector of investors.
The company has a variety of products with a wide range of investment in local and global markets, with diferent time periods, risk levels and security levels, so that each investor will find the most suitable investment for him.
WealthStone overall active investment policy is to reduce exposure to risk in each investment to a minimum. we offer investors the ultimate solution for maximum distribution of alternative investment portfolios in capital markets.
WealthStone has developed the WealthStone Standard Index, as a tool to assist investors in examining multiple investment options and then choosing and assembling their own personally-tailored alternative investment portfolio
WealthStone Standard Index
The WealthStone Standard Index allows the investor to compare diffearent investment products and choose the combination
The world of alternative investments has a wide range of investment opportunities that tend to be quite confusing for those who are unfamiliar with the field. In order to make a wise and profitable investment, it is necessary not only to understand the different types of investments, but also to be able to compare relevant available options. The big difference between financial products makes it difficult for investors to make an educated decision and choose the investment channel that suits him/her best according to listed preferences.
Precisely for this reason, Wealthstone has developed the Wealthstone Standard Index, which allows to compare various investment products by Wealthstone, and choose the most suitable option for the investor, according to his specific preferences. The index takes three essential parameters into account for evaluating the potential for risk and profit embodied in the investment, and presents them through simple and easy-to-understand graphs.
The parameters that the Index takes into account are:
- Volatility of investment
- Complexity and Transparency of investment
- Investment period
WealthStone Investment Philosophy
Board of Directors
Chairman, WealthStone Holdings Group
Ilan is a prolific businessman, Major in IDF Reserves. Ilan has extensive experience in Business Management, Taxation and Finance. Ilan is co-founder and owner of Netto Financial Planning. He holds a degree in Accounting (CPA) and is an authorized pension insurance consultant.
Director, WealthStone Holdings Group
Idan has extensive experience in Marketing & Sales of Insurance and Financial programs. Idan is co-founder and owner of Netto Financial Planning. He is a licensed pension insurance consultant and is a Certified Financial Planner in holistic financial planning.
Executives of Daughter Companies
CEO, WealthStone – Real-Estate
Idan served as VP of Investments at several Portfolio Management & Mutual Funds, he has around 20 years of experience in the Israeli and global capital markets, also served as Chief Investment Officer at several public and government companies, Initiated and carried out a number of construction himself, holds a BA in Economics with a specialization in finance.
CEO, WealthStone – Capital
Yitzhak brings with him over 10 years' experience in managing investments in various investment houses, including portfolio management and mutual funds. Yitzhak served as Chief Investment Officer of Top Alpha Investment House and was co-founder and manager of LHUM investment house. Yitzhak is a graduate of IDF Mamram course and holds a BA from the Hebrew University of Jerusalem, worked for many years in various high-tech companies.
Partner and CEO of Synergy
Gilad is an entrepreneur specializing in finance and building financial models for financing complex infrastructure projets. Gilad has business connections and experience in project finance in upcoming and developing markets. In recent years, Gilad has served as consultant to a large number of companies in the context of raising capital for project financing and building economic models based on insurance hedging. Gilad has an LL.B. from the College of Management and has participated in a student exchange program at the University of Oxford.
Partner, Director & Business Development, WealthStone – WG CAPITAL.
Shamger holds a B.Sc. with honors (2010) and MA (2012) in Building Engineering from the Technion – Israel Institute of Technology. He leads construction projects worth 2 billion NIS throughout the country. Shamger specializes in unique real-estate projects (e.g. "Mechir Lamishtaken"), Building Associations and Purchasing Groups. He previously served as Chairman of the Technion Graduate Students Organization.
CEO, WealthStone –
Yosef is Member of Israel's National Planning and Building Committee, Deputy and Acting Chairman of Municipal Association for Sewage Purification in Haifa Region. He holds MBA with specialty in Real Estate, and MA in Policy and Public Administration with Specialization in Public and Internal Auditing MPA from Haifa University; In addition, Yosef holds MA in Law Studies from Bar Ilan University and BA, Eshkol Program, from the University of Haifa.
Adv. arnon ben amram
Attorney – Head of the Legal Department
Arnon has extensive experience in providing legal advice and acting on real estate transaction and specifically in urban renewal, TAMA 38 and eviction-construction projects. Arnon is formerly the owner and CEO of an independent law firm specializing in real estate and has amassed over 15-years of relevant experience. Arnon has an LL.B. and BA in business administration from the Interdisciplinary Center Herzliya.
CPA, CFO, Director of Marketing & Sales, WealthStone Holdings Group
Yael has extensive experience in Investment Marketing and Financial Planning for high-end investors. She has worked extensively with leading investors in the Capital Market. Prior to that, Yael served as Customer Relations Manager at Broadband Investment House. Yael holds a BA in Economics & Business Administration from the College of Management & Academic Studies. She is a licensed Investment Marketing Consultant by Israel's Securities Authority and a Certified Financial Planner in holistic financial planning.
Head of Staff
Yaara has more than 15 years of
management experience in the insurance and communications sectors. Yaara has experience and knowledge in leading cross-organizational processes and projects, holds a BA in behavioral sciences and economics from Ben Gurion University and an MBA (cum laude) specializing in business psychology from the College of Management. Yaara holds an insurance agent license from the Capital Market, Insurance and Savings Authority.
CPA, CFO, WealthStone Holdings Group
Zviel Gedalihou CPA, MBA, has extensive experience in the field of finance. He currently serves as Chief Financial Officer of WealthStone Holdings Ltd. He previously served as Chief Financial and Operations Officer of Markstone Capital Group LLC, where he worked with hundreds of investors worldwide, gained board-level experience in a wide variety of companies, and held key management positions in various companies. Previously, Zviel worked as Finance Manager of Modus Selective, an investment company owned by the First International Bank of Israel.
Organizational Manager and Investor Relations
Ruth is an attorney with experience in the areas of operations, commercial law and finance. Prior to joining the Wealthstone Group, Adv. Ruth Pinchas managed the business center of one of Israel’s largest communications companies, as well as the procurement for an international cosmetic company
Ruth has an LL.B. from the Academic Center of Law and Business in Ramat Gan, where she made the dean’s list