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About

Fortune Financial Assets Ltd. specializes in providing investment management services for private clients, companies, and nonprofit organizations. The company combines financial expertise with a personalized approach, offering an innovative investment management strategy that integrates both local and international markets.

As part of a global group, we provide our clients with cutting-edge tools and new opportunities—alongside robust risk management through geographic and sectoral diversification.

With offices in Geneva and São Paulo, our team maintains a global perspective on investment opportunities in international markets.

Our investment managers bring decades of experience, having led investment strategies for top financial institutions in Israel and worldwide. Our investment philosophy is built on personalized management, beginning with a deep understanding of each client’s needs.

Thanks to our international presence and unique blend of local economic expertise in Israel and a broad global outlook, we offer our clients tailored solutions that capitalize on the best opportunities in global markets.

Step Into a Better Financial Future with Us

Our clients are our partners, and as part of this commitment, we provide ongoing, personalized support, ensuring that our services evolve with the market—delivering new possibilities and opportunities.

Our core values: Integrity – Transparency – Service.

Simon Halili

Co-owner of the group, International Bonds Advisor

Shay Zvulun

CEO (Chief Executive Officer)

Alberto Edelman

Director

Elie Grunewald

Investment Manager, Client Relations

Eyal Meshulam

Investment Manager

David Friedler

Investment Manager, Client Relations

Sharon Puritz

Head of Institutional Clients – North

Itay Cohen

Head of Institutional Clients – South

Shimrit Shatel Shamian

Client Relations

Ilan Arad

Global Equity Advisor

Afik Zvulun

Trader

Abraham Levy

Operations

Anna Crosman

Marketing, Design

Efrat Shasha

Office Manager, Client Relations