Sweetwood Family Office
Tel Aviv independent wealth manager with a family office arm (Sweetwood Family Office) and an ISA-licensed portfolio manager (Sweetwood AM, licence 836).
Identity
- HEADQUARTERS
- Tel Aviv, Israel
- FOUNDED
- 2011
- OUTSIDE CAPITAL
- Yes — also manages others' money
Investment approach
- STRATEGIES
- Public equities
Overview
Sweetwood Capital, at Yehuda Halevi 23 in Tel Aviv, says it was started at the request of a few families seeking independent wealth management, and offers asset management, family office and investment marketing services to families, family offices, high-net-worth individuals, trusts and foundations. Sweetwood Family Office manages discretionary or advisory portfolios invested directly in transparent securities, with client assets held in custody at private banks, and coordinates estate planning, philanthropy, consolidated reporting and property matters. Sweetwood AM is a portfolio manager licensed by the Israel Securities Authority (licence 836).
Holdings & investments
INVESTMENT ARMS & VEHICLES
- Licensed portfolio manager (Israel Securities Authority licence 836) offering portfolio management and investment marketing
- Family office services and discretionary/advisory portfolio management for families and HNW clients
People
Frequently asked questions
Sweetwood Family Office is a multi family office based in Tel Aviv, Israel, founded in 2011.
Sweetwood Family Office does not publicly state whether it puts its own money into companies or invests through funds. Its stated asset mix includes public equities.
Key people at Sweetwood Family Office include Manuel J. Sussholz (Co-Founder & Managing Director), Samuel Cohen Solal (Co-Founder & Managing Director), Roy Yeger (Senior Portfolio Manager) and Myriam Nir (Portfolio Manager).
Yes. Sweetwood Family Office manages capital from outside investors.