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WEALTH MANAGEMENT

Manage your wealth effortlessly by telling your story

PRACTICE AREAS

OUR
FOCUS

WEALTH MANAGEMENT

The Circle Partners operate an innovative Family Office, with a team of dedicated experts, empowered by a proprietary methodology to deliver exceptional, personalized and precise wealth management. Delivering access to best-in-class investment product and informed financial decisions

INVESTMENT PRODUCTS

We craft cutting-edge investment vehicles  to address market gaps, drawing on our extensive experience, expertise and deep networks. We collaborate with partners to deliver unique and impactful offerings.

STRATEGIC ADVISORY

We offer bespoke consulting and advisory services, with hands-on results. By drawing on our rich networks we source deals, match investors and create opportunities for clients and partners.

OUR VISION

OUR METHODOLOGY

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ATTORNEYS

OUR TEAM In Growth Mode

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Dr. Udi Dahan

Chairman 

The visionary leader behind The Circle Partners, dedicated to empowering people. Udi has more than 20 years of experience in the financial industry, mostly in various leadership positions.

Udi has a BSc in Economics and Computer Sciences from Tel-Aviv University, an MSc from St. Gallen University, an MBA from Nanyang Technological University, a PhD from St. Gallen University and an Executive Advanced Management Certificate (AMP - 196) from Harvard Business School.

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Sasi Shilo

CEO Israel & Partner

A senior executive leader with over 30 years of experience in key management roles across diverse industries. Amongst others as active Chairman at The Israel Postal Company, CEO of Netivei Hayovel. Sasi  and member of the investment committee at Halman Aldubi.

Sasi has a BA in Economics and two master degrees in Economics from Ben-Gurion

University and in Real Estate from Netanya College. He has also completed an executive program at Harvard Kennedy School of Government.

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Lorenzo Faggi

Investment Specialist

Lorenzo has over 30 years of experience in banking at tier1 financial institutions, such as Nomura Securities and UBS. At UBS Lorenzo spent 21 years and transitioned from Investment Banking to Wealth Management and client advisory in various roles.

Lorenzo holds an MA in Finance from Bern University and a Master of Science in Wealth Management from the Simon Business School at the University of Rochester in New York.

CONTACT

CONTACT

OUR LOCATIONS

Switzerland - Zurich

Kirchgasse 24, 8001, Zurich

Israel - Tel-Aviv

Hagag Tower, Tel-Aviv 

For any general inquiries, please send an email to:

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