Natan has spent over 20 years managing wealth for private clients, with a background in private banking and portfolio management, including equity and alternatives research. He works with senior professionals and business owners alike, helping them build financial security — through personal investments, tax, inheritance planning and protection — that isn’t overly dependent on a single employer, business, or source of income.

That approach is shaped by a broader background: managing portfolios for charities and corporate pension funds, and personal experience as a trustee, has given Natan a discipline around governance and long-term risk that he applies to individual client planning. Several years working in Latin America, and fluency in English, Spanish and Hebrew, mean Natan is well equipped to advise a wide range of clients.