Investing well
Founder and owner of Jerusalem Wealth Management, Olivier Mergui holds the Financial Investment Marketer license in Israel (משווק השקעות) issued by the Financial Markets Authority in Israel: Israel Securities Authority.
He has a degree in Portfolio Management in Israel (מנהל תיקים) and has over 10 years of experience in Portfolio Management and Wealth Management.
Our mission
Making good financial investments is an essential step, whether increase one’s wealth or to protect it against inflation.
Among the many international financial markets and the numerous existing financial products and suppliers, which are in ever-increasing supply, it is fundamental to be able to find one’s way to invest calmly and under good conditions.
Disclaimer: Financial investments involve risks and any investment decision must be made in full knowledge of the facts and according to your investor profile.
While the Financial Investment Marketer can receive remuneration from providers of various international financial investments, JWM remains completely independent. This independence allows to independently evaluate all the financial products on the market, and to select and offer its clients only the most relevant and adapted to their profile and needs.
JWM thus defends the interests of its customers.
List (non-exhaustive) of the financial institutions that we could work with to offer you financial products:
- All famous International Investment Companies
- All famous Israeli Investment Companies
- All Structured Products providers
JWM offers you a meticulous and high-end selection of best quality products. The seriousness and reliability of our selected partners and products is our most valuable asset.
With our highly professional expertise and long experience in portfolio management, we support you in making intelligent, strategic investment choices that perfectly match your risk profile and performance goals”.
Israeli regulation: Regulation of Investment Advice, Investment Marketing and Portfolio Management LAW 5755-1995
Status: “Investments Marketer”
Definition: Advising others on the advisability of investing, holding, buying or selling securities or financial assets, when the adviser has a connection to a financial asset;
for the purpose, “Advising” within its meaning in the definition of “investment advising”: giving advice to others on the profitability of investing in, holding, acquiring or selling securities or financial assets;
for its purpose, “advice” whether direct or indirect, including by means of publication, in circulars, in professional opinions, by use of the mails, facsimile or any other medium, exclusive of advertising by the state or by a body corporate that performs a lawful function within the limits of its responsibility.
License in Israel: Israel Securities Authority (ISA) license number Olivier Mergui 12849
Insurance: Insurance number Olivier Mergui 17/072/462/1000789
Do not hesitate, make an appointment
You can also contact us by writing to contact@jerusalem-wm.com.
