WEALTH MANAGEMENT
& MORE
It's time for a change!
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Empowering you and your story with a crafted wealth architecture and by bringing together the world's finest investment products.
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 products 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 METHODOLOGY
OUR TEAM In Growth Mode
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.
Sasi Shilo
CEO Israel & Partner
Sasi is a senior executive leader with over 30 years of experience in top management roles across diverse industries. Amongst many, he served as the active Chairman of The Israeli Postal Company.
He holds a BA in Economics, as well as two master’s degrees—one in Economics from Ben-Gurion University and another in Real Estate from Netanya College. He has also completed an executive program at the Harvard Kennedy School of Government.
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.
OUR LOCATIONS
Switzerland - Zurich - Headquarters
8001, Zurich
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Israel - Tel-Aviv - Wealth Management Services
Hagag Tower, Tel-Aviv
For any general inquiries, please send us an email to:
info@thecirclepartners.com
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