In a nutshell
- We provide investment management in mutual funds
- We manage investment portfolios for institutional and UHNWI investors
- We develop, assist and implement investment opportunities in private markets
- We provide analysis of financial assets and investment consulting services
- We provide selected family office services
- We offer segregated account keeping and segregated asset custody
- We work with our own in-house core banking system
- We are a FINMA-regulated Swiss securities dealer
More specifically
Our wealth and asset management professionals combine comprehensive investment management expertise gained over several decades and investment cycles and have developed in-depth knowledge of the asset classes they manage, enabling them to sustainably generate superior, risk-adjusted, positive long-term real returns while balancing between long-term goals and needs and short-term behavioural aspects.
Our investment management process and client solutions build on fundamental analysis developed by our financial experts, as well as on inputs from experts in related fields.
As management-owned investment boutique, we enjoy the independence necessary to carry out disciplined, unbiased critical thinking with short decision-making processes, which are prerequisites for carrying out successful, long-term-oriented investment management, while fully aligning the interests of investors, managers and investment professionals.
Our investment boutique in Israel has been licensed to manage portfolios by the Israel Securities Authority since 2007. In Switzerland we operate under the FNIMA Securities Dealer Licence.
Yaron Lizbona
CEO ISP Asset Management Ltd.
Yaron manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than two decades of relevant experience, Yaron successfully managed portfolios at international financial institutions including Etgar, IBI and FIBI. Yaron holds an MBA and a BA in Economics.
Yigal Ravillan
Vice President
Yigal manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than a decade of experience as investment banker and portfolio manager, Yigal held various positions at Etgar, Mizrahi, and Cukierman & Co. Yigal holds an LLB in Law from the College of Management Academic Studies, Rishon LeZion, Israel.
Sivanne Kohn
Sivanne is responsible for private and institutional investment services with almost one decade of relevant experience.
Dimitar Pashev
Chief Investment Officer
Dimitar manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than three decades of relevant experience, Dimitar successfully held fund and portfolio management positions at Clariden Leu, Rothschild Bank and Leumi Asset Management. Dimitar holds a degree from University of Economics Budapest and is a CFA and CAIA Charter holder.
Dov Kol
Senior Relationship Manager
Dov advises clients on ISP’s entire asset spectrum. Prior to joining ISP, and with more than three decades of relevant experience, Dov held various senior positions in the private and public sectors in Israel, Switzerland and the UK. Dov holds a degree in Electrical and Electronics Engineering from the Technion in Israel.
Luisa Geering
Investment Services
Luisa is responsible for private and institutional investment services. Prior to joining ISP and with more than two decades of relevant experience, Luisa among other positions, managed the CDO and FX proprietary trading desks of an Israeli bank.
Yaron Lizbona
CEO ISP Asset Management Ltd.
Yaron manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than two decades of relevant experience, Yaron successfully managed portfolios at international financial institutions including Etgar, IBI and FIBI. Yaron holds an MBA and a BA in Economics.
Yigal Ravillan
Vice President
Yigal manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than a decade of experience as investment banker and portfolio manager, Yigal held various positions at Etgar, Mizrahi, and Cukierman & Co. Yigal holds an LLB in Law from the College of Management Academic Studies, Rishon LeZion, Israel.
Sivanne Kohn
Sivanne is responsible for private and institutional investment services with almost one decade of relevant experience.
Dimitar Pashev
Chief Investment Officer
Dimitar manages ISP portfolios and oversees the investment strategy. Prior to joining ISP, and with more than three decades of relevant experience, Dimitar successfully held fund and portfolio management positions at Clariden Leu, Rothschild Bank and Leumi Asset Management. Dimitar holds a degree from University of Economics Budapest and is a CFA and CAIA Charter holder.
Dov Kol
Senior Relationship Manager
Dov advises clients on ISP’s entire asset spectrum. Prior to joining ISP, and with more than three decades of relevant experience, Dov held various senior positions in the private and public sectors in Israel, Switzerland and the UK. Dov holds a degree in Electrical and Electronics Engineering from the Technion in Israel.
Luisa Geering
Investment Services
Luisa is responsible for private and institutional investment services. Prior to joining ISP and with more than two decades of relevant experience, Luisa among other positions, managed the CDO and FX proprietary trading desks of an Israeli bank.