Wealth
Management

SIGMA Wealth Management / Andbank Group

Andbank Group is one of the world’s most prominent private banking groups in the wealth management industry. Andbank has over 80 years of experience in the financial industry, with more than $25 billion under management.

Andbank has an extensive global presence. The Group stands out in its analytical and research capabilities and its advanced proactive investment solutions. Andbank excels in uncompromising service, a sound outlook, and, of course, absolute discretion.

Who we are

Sigma WM is a family office that forms part of an investment boutique founded in 1992 by Prof. Dan Galai. It was acquired by Andbank in 2015, becoming the Group’s representative in Israel.

Sigma WM operates as an independent trusted advisor for a small number of wealthy families. The Company operates with full objectivity to maximize its clients’ wealth, in line with their expectations, placing emphasis on minimum risk and volatility.

Our added value

The uniqueness of Sigma WM is expressed in our analysis and access to alternative investments that optimize and balance the family assets portfolio. Alternative investments – including hedge funds, private equity, financing, rental properties, and other non-tradable assets, which are designed to improve the return on capital – are well-developed at the company, accounting for a third of its investments.

Our uniqueness

The uniqueness of Sigma WM is expressed in our analysis and access to alternative investments that optimize and balance the family assets portfolio. Alternative investments – including hedge funds, private equity, financing, rental properties, and other non-tradable assets, which are designed to improve the return on capital – are well-developed at the company, accounting for a third of its investments.

Our uniqueness

  • In-depth analysis of the financial and non-financial assets and tailor-made asset allocation.
  • Investment management/consulting on tradable and non-tradable financial assets.
  • Pension consulting.
  • Consolidated quarterly reporting on all of the client’s assets
  • Control and oversight of all the client’s financial and non-financial assets
  • Assistance with external experts on various tax aspects.

Other areas of activity