Highly versed wealth management ang global ivestment specialist.I put my heart and soul, and share my in-depth knowledge in order to help high-net worth individuals and families nurture their wealth-now and for tommorrow.Geard for the long haul, I bring to the table extensive wealth management capabilities combined with tailor-made service approach that will ensure your legacy and wealth endures.
Great Value Asset Management
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Founder And CeoGreat Value Asset Management May 2013 - PresentFounder and CEO of Great Value Asset Management. The company offers its ultra-high net worth clients with a complete spectrum of wealth managenent solutions, aiming to preserve and steadily grow their family's wealth across generations and economic cycles.Our global clients enjoy the personal attention of a botique wealth management firm coupled with direct access to high-yield investment opportunities across diverse fields ranging from real-estate, tecnology and renewable energy, to… Show more Founder and CEO of Great Value Asset Management. The company offers its ultra-high net worth clients with a complete spectrum of wealth managenent solutions, aiming to preserve and steadily grow their family's wealth across generations and economic cycles.Our global clients enjoy the personal attention of a botique wealth management firm coupled with direct access to high-yield investment opportunities across diverse fields ranging from real-estate, tecnology and renewable energy, to biotechnology, transportation and MedTech.Our wealth plans are reasearch-based and ensures an optimal combination of comprehensive wealth management strategy, easy toimplent financial practices, and tailor-made investment opportunities. Show less
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Senior Wealth Management ConsultantCredit Suisse Nov 2004 - Sep 2007Senior Wealth Management Consultant at Credit Suisse's private banking division.Had the privilege of personally managing the accounts of some of the bank's wealthiest clients across Europe.Responsible for helping Credit Suisse's clients make the most of their wealth,throughout the process of building, managing and transfering wealth on both the personal and financial perspective.Delivered clients with a broad spectrum of wealth management and investment banking solutions… Show more Senior Wealth Management Consultant at Credit Suisse's private banking division.Had the privilege of personally managing the accounts of some of the bank's wealthiest clients across Europe.Responsible for helping Credit Suisse's clients make the most of their wealth,throughout the process of building, managing and transfering wealth on both the personal and financial perspective.Delivered clients with a broad spectrum of wealth management and investment banking solutions, tailored to their changing needs, while ensuring their legacy endures and their wealth is transfered safely and sustainably. Show less -
Wealth Management ConsultantUbs May 1997 - Jul 2003
Idan Rosenberg Education Details
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Business Administration And Management, General -
Marketing And Financing
Frequently Asked Questions about Idan Rosenberg
What company does Idan Rosenberg work for?
Idan Rosenberg works for Great Value Asset Management
What is Idan Rosenberg's role at the current company?
Idan Rosenberg's current role is Founder and CEO at Great Value Asset Management.
What schools did Idan Rosenberg attend?
Idan Rosenberg attended Idc Herzliya, Idc Herzliya.
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