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:

  1. Volatility of investment 

     

  2. Complexity and Transparency of investment 

     

  3. Investment period 

     

our fund's

השקעות אלטרנטיביות

Capital Hedge Fund

Citrine Investment & Technology Holdings ​​

WealthStone Investment Philosophy

Experience

The decision-making process at Wealthstone is based on the extensive experience of the founders in the investment world.

Professionalism

Wealthstone objectively analyzes and filters its investments with the assistance of an investment committee that includes a professional team of economists, attorneys, and sector-relevant professionals.

Uniqueness

Wealthstone invests in sectors that it estimates shall yield superior performance and a more attractive return potential relative to the risk involved.

Investment Diversification

Wealthstone invests in a number of various sectors, while maintaining the principle of investment diversification with the goal of minimizing risk to the investor.

Supervision and Accountability

Wealthstone conducts supervision and inspection on an ongoing basis with respect to its investments, which allows for dynamic management of various investments.

Investor Priority

Wealthstone places the utmost emphasis on building trust with the investor, and therefore gives the investor preference and priority for repayment of the investment and receiving profits before the general partner.

Experienced Teams
WealthStone thorough decision-making process is based on dozens of years of accumulated experience in investment markets of company's team
Personal Customizations
WealthStone proprietary investment platform can be specifically adapted to the financial needs of private as well as institutional investors; targeting to diversify investment portfolios with different risk levels and investment ranges
Safe Procedures
WealthStone executes investments via establishing and managing Limited Partnerships that are backed by Trust Accounts, where the only authorized signatory is the Trustee
Investment Committees
Each investment is carefully examined by a dedicated Investment Committee, comprised of the best professionals in the relevant fields. These committees are an integral part of WealthStone consulting, supervision and fund management process
Full Transparency
We at WealthStone believe in full transparency to investors; investors regularly receive written information about their investments, including ongoing and periodic detailed reports
Securities
WealthStone puts investors at first priority when it comes to distribution of yields. In addition, WealthStone assures that the best securities to protect investors are activated in each investment strategy used, according to what is customary in the relevant investment field
Supervision and Control
WealthStone keeps a dedicated team responsible for supervising and monitoring investments in the various funds on a regular basis
Close Escort
All WealthStone funds are accompanied by a Trustee, a CPA and, if necessary, an Administrator

Executive Team

Board of Directors

השקעות אלטרנטיביותIlan Ben Yishai 

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.

Yaron Pitaroהשקעות אלטרנטיביות

CEO, WealthStone Holdings Group

Yaron brings with him 25 years experience in Capital Markets; Previously Director of Investment at Leumi Gemel and Chief Investment Officer at Prisma Investment, managing  investment volumes of $15 billion. CEO of WealthStone holdings.

 

השקעות אלטרנטיביותIdan Katz

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

Adv. Guy Keren

 CEO, WealthStone – Real-Estate

 

Guy served as a business development manager in a real estate company and as an attorney in several leading law firms. He has experience and in-depth knowledge in Financing and Entrepreneurship, and specializes in Urban Renewal. Guy holds a bachelor's and master's degree in Law and Business Administration, with specialty in Real-Estate Financing from the Interdisciplinary Center Herzliya. He is member of Israel's Bar Association since 2009.

Yitzhak Heringman

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.

Ora  Soffer

Partner and CEO, Citrine Investment & Technology Holdings

Ora owns more than 20 years of experience in entrepreneurship and  international capital & business management; Founder, CEO, Chairman and Shareholder in various high-tech companies: Chip PC, BeeiTV, Sellergy, Beyond Blade and more.

 

Gilad Kariv

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.

 

Shamgar Vaknin

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.

 

Yosef Mizrahi

CEO, WealthStone –

WG CAPITAL

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.

Yael Perez

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.

 

Yaara Malka

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.

Zviel Gedalihou

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.

Ruth Pinchas

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

 

Disclaimer

The information on this website does not constitute an offer to invest in the fund or an invitation to receive offers for investing in the fund, does not constitute a basis for reaching investment decisions, does not constitute a recommendation and/or opinion and is not a substitute for the discretion of potential investors. In addition, the information included herein is not a substitute for professional advice from a licensed professional taking into account all of the client’s needs and does not constitute a substitute to tax advice. The information in this website does not constitute an offer of securities. The securities of the various funds are not listed and shall not be listed for trade and they are offered to investors by private offer to a limited number of offerees as set forth in the Securities Law. Engagement under an' investment agreement is subject to absolute discretion of the general partner

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