Ariel Klein Email and Phone Number
Founder & CEO at Leicester Wealth Management, catering to the UHNWI community.Bringing diverse perpectives and experiences to the wealth management industry, our overarching goal is to accompany our clients to fulfillment of thier lifetime goals.With over 20 years experience in fields critical to sound wealth management, we understand the importance of providing expert guidance and professional services in order to fulfill the vision of our clients. We have a deep understanding of the cultural, legal, and regulatory aspects of the markets we operate in.LWM is a one-stop-shop for wealth management services including in-depth holistic financial planning, professional services, exposure to capital markets, real estate investment, and private equity both locally and on a global scale.Our OFFERING:Diversified Investment StrategiesPortfolio ManagememtReport PreparationAccounting & Tax ServicesOngoing Legal ConsultationTrusts, Estate & Succession PlanningOur METHODOLOGY:-In-depth analysis of the client's legacy businesses and core assets.-Assess future needs and desires.-Research and present investment strategies and estate planning solutions, factoring in risk tolerance level and inter-generational tax exposure.-Execute plan locally and abroad.-Annual evaluation and re-assessment.
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Chief Executive OfficerLeicester Wealth Management Feb 2021 - Present -
Private Wealth ManagerSfo Aug 2017 - Feb 2021
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Vp Wealth Management Servicesהפניקס בית השקעות Jul 2012 - Aug 2017Petach Tikva, Il -
Investment SpecialistIbi Investment House Ltd Jan 2005 - Jul 2012Tel Aviv, Il -
International DeskBank Leumi בנק לאומי Mar 1999 - Nov 2004Tel Aviv, Il -
Regional Director Of Sales And MarketingClal Insurance & Finance- כלל ביטוח ופיננסים Sep 1998 - May 1999Tel Aviv, Il
Ariel Klein Education Details
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Reichman UniversityAccounting And Finance -
Tel Aviv UniversityExecutive Mba -
Yeshivat Har Etzion
Frequently Asked Questions about Ariel Klein
What company does Ariel Klein work for?
Ariel Klein works for Leicester Wealth Management
What is Ariel Klein's role at the current company?
Ariel Klein's current role is CEO at Leicester Wealth Management.
What schools did Ariel Klein attend?
Ariel Klein attended Reichman University, Tel Aviv University, Yeshivat Har Etzion.
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