Moshe Jonas Asset Management Ltd. professionals have extensive experience in individual and personal asset management.
The team is trained to identify each client’s personal needs according to her or his age, family, occupational and financial situation and willingness or aversion to risk.
Together, We give each and every client personal attention and service.
Mr. Jonas has over 30 years experience in the Israeli capital markets, with a focus on private portfolio management.
Mr. Jonas managed the Jerusalem office of Moritz & Tuchler (M&T) from 1984 to 2003. When M&T was bought out by Bituach Yashir in 2003, Mr. Jonas continued to manage the Jerusalem office for the new owners through 2006.
From 1993 to 1999, Mr. Jonas served as the Investment Manager of the 'Israel Selection Fund'. This offshore mutual fund, distributed by Swiss investment house Svecia, was the first offshore fund to invest in Israel.
Mr. Jonas served as a Director and a member of the investment committee of Moritz & Tuchler Fund Managers Ltd. from 1999 to 2003. With the changeover in ownership he served as a member of the investment committee of Yashir Fund Managers from 2003 through 2006. Mr. Jonas is a member of the board of the Association of Israeli Asset Managers.
firstname.lastname@example.org | 972-2-6241977
Limor Shaal was born in Jerusalem 1981.
B.A. in Economics and Politics from Ben Gurion University. She is presently studying towards an M.A. degree in Law. Works for Moshe Jonas since 2006.
Mrs. Shaal is a Licensed Asset Manager since 2008.
email@example.com | 972-54-5705366
Baruch (Brent) Labinsky was born in Winnipeg, Canada in 1968.
MBA from Shulich School of Business, Toronto.
Mr. Labinsky works for Moshe Jonas since 2008 and is a Licensed Asset Manager since 2010.
firstname.lastname@example.org | 972-54-5703042
Henry Klausner was born in London, England, has a degree in Economics from University College, London, and has almost 40 years' experience in the world's financial markets. He worked for various Banks and Financial Corporations, both in the UK and Israel, as a Foreign Exchange and Investments Dealer, for almost 20 years. Between 1988 and 1995 he was a member of the Board of the Israel Forex Association. His last post was Manager of the International Department of the Maritime Bank of Israel Ltd., from 1990 until end 1994. He then established his own Financial Consultancy, and became a Licensed Asset Manager.
email@example.com | 972-52-2590910
Yoni Cohen was born in Kiryat Shmona in 1985. He holds a B.A in International relations & history from the Hebrew University. Mr. Cohen has been working for Moshe Jonas Asset Management Ltd.Co. since 2015, and is a Licensed Asset Manager since 2017.
Yonatan@jonas.co.il | 972-52-8732881