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  • Lior Navon

Lior Navon

Co-Managing Partner

Lior has extensive financial and management experience, including fourteen years working in the capital market. In his last position, Lior managed the sales and market development activities at the Tel Aviv Stock exchange. He has also contributed to the on-going development of the local and international capital market, working with potential issuers and listed companies, in addition to managing the stock exchange Private Market  platform - TASE UP and other strategic initiatives. 

 

Prior to the TASE, Lior worked at Harel Finance for about 7 years in a range of management positions, including managing the International brokerage trading desk and head of foreign trading at Harel Financial Products and Harel Sal.  

 

Lior holds an investment management license and earned an M.B.A. with a specialization in Strategic Management and Finance, a B.A. in Economics and Management, with a specialization in Finance and Insurance and expanded Economics, both from the College of Management Academic Studies.

  • Dovi spero

Dovi Spero  

Co-Managing Partner

Dovi’s experience encompasses a diverse range of financial markets, including over thirteen years in investment management. In his last position, Dovi served as VP Private Clients at Harel Finance Investment Management, which included the management of over thirty employees and responsibility for more than 4,000 of the company’s clients. He was also responsible for managing the investments of ultra-high-net worth clients in the company.

 

Prior to that, Dovi worked at Psagot Investment House for six years, including one year developing and providing investment solutions to high-wealth families and family offices, and five years as an investment manager in sector funds, managing over NIS 17 billion in provident and advanced study funds.  

 

Dovi holds an investment management license and earned a B.A. in Business Administration from the College of Management Academic Studies, with a specialization in finance and marketing.

Management team

Persistence. Perfection. Patience.

Power. Prioritize your passion

― Criss Jami

About us

We’re a Multi-Family Office, with strongly aligned interests and holistic approach to wealth management.

Our expertise is providing the peace of mind you expect for your finance’s so you can focus on the rest of your goals in life.

We believe that transparency and common interest are the basis for any good relationship, so much so, we built our business model in a way that reflects that, so we’re always on your side.

Focus on what

you love

Our expertise is providing the peace of mind you expect for your finance’s so you can focus on the rest of your goals in life.

Transparency

We believe that transparency and common interests are the basis of any good relationship, which is why we are so committed to our clients...

Experience

We are determined to succeed, we want to provide you and your family the most competitive results, not just now but over the long-term...

Innovation

Investment trends change at such a rapid pace that in order to lead you need creative thinking, the flexibility to adapt and innovation...

Approachable

We are here for you. Always.

Our Values

Grow your wealth

with us, be free,
be Wise

We’re a Multi-Family Office, with strongly
aligned interests and holistic approach
to wealth management

Our Services

Investment
Management

Real
Investments

Estate & Generational
planing

Alternative

investments

We’re a Multi-Family Office,
with strongly aligned interests
and holistic approach to wealth management. 

Contact Us

 Tel: +972 52 8322 621

Email: lior@wise-cap.co

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