Ariel Klein

Ariel Klein Email and Phone Number

CEO at Leicester Wealth Management @ Leicester Wealth Management
Ariel Klein's Location
Petah Tikva, Center District, Israel, Israel
About Ariel Klein

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.

Ariel Klein's Current Company Details
Leicester Wealth Management

Leicester Wealth Management

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CEO at Leicester Wealth Management
Ariel Klein Work Experience Details
  • Leicester Wealth Management
    Chief Executive Officer
    Leicester Wealth Management Feb 2021 - Present
  • Sfo
    Private Wealth Manager
    Sfo Aug 2017 - Feb 2021
  • הפניקס בית השקעות
    Vp Wealth Management Services
    הפניקס בית השקעות Jul 2012 - Aug 2017
    Petach Tikva, Il
  • Ibi Investment House Ltd
    Investment Specialist
    Ibi Investment House Ltd Jan 2005 - Jul 2012
    Tel Aviv, Il
  • Bank Leumi בנק לאומי
    International Desk
    Bank Leumi בנק לאומי Mar 1999 - Nov 2004
    Tel Aviv, Il
  • Clal Insurance & Finance- כלל ביטוח ופיננסים
    Regional Director Of Sales And Marketing
    Clal Insurance & Finance- כלל ביטוח ופיננסים Sep 1998 - May 1999
    Tel Aviv, Il

Ariel Klein Education Details

  • Reichman University
    Reichman University
    Accounting And Finance
  • Tel Aviv University
    Tel Aviv University
    Executive Mba
  • Yeshivat Har Etzion
    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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