Licensed Firm · Herzliya, Israel
Sandor Investments Management — Vue de Herzliya
Licensed Firm in Israel

Excellence
in wealth
management
in Herzliya.

An independent, fully licensed expert in Israel. We build, optimise and protect your local and international financial assets with absolute discretion and bespoke precision.

15+

Years of experience

100%

Independent advisory

3

Continents covered

Licensed

Regulated in Israel

What We Offer

Services &
Approach.

A comprehensive, independent framework built around your objectives — locally grounded, globally minded.

Our Services

Sandor Investments Management offers proactive financial asset management, including portfolio management, diversification and protection. We focus on transparency and excellence to achieve your financial goals.

Our Approach

Our team of experts works closely with each customer to understand their financial needs and objectives, offering tailored advice and solutions for retirement, wealth and estate planning.

Our Risk Management

We manage our clients' financial risks with advanced analytical tools and diversification strategies, adapting our management to market conditions and individual needs.

What we do

Expertise
crafted to measure.

Every wealth situation is unique. Our approach begins with in-depth listening, before any recommendation.

A comprehensive view
of your wealth.

We establish a complete wealth audit covering all your assets — real estate, financial, professional and family — to define a coherent, lasting strategy perfectly aligned with your life goals. From preservation to transmission, every decision is made with rigour and foresight.

  • 360° wealth audit and personalised diagnosis
  • Local (ישראלי) and international tax optimisation
  • Estate engineering and succession planning
  • Life insurance, contingency cover and risk management

Expertise at the service
of builders.

Start-up founders, established CEOs, entrepreneurs at exit or sale stage: we structure your professional and personal wealth so that every stage of your growth is also an opportunity for consolidation. We anticipate the fiscal and capitalistic challenges specific to the Israeli market.

  • Wealth structuring during fundraising rounds or exits
  • Management of stock-options and employee ownership plans (ESOP)
  • Optimal separation of professional and personal assets
  • Advisory on disposals, shareholder agreements and patrimonial holding

Strong convictions,
precise execution.

No in-house products, no conflicts of interest. Our total independence allows us to select the best global investment opportunities — equities, fixed income, alternatives, private equity and real estate — building robust, diversified portfolios calibrated to your true risk profile.

  • Strategic and tactical multi-asset class allocation
  • Rigorous selection of third-party funds and management mandates
  • Access to private equity, real estate and alternative assets
  • Consolidated reporting and transparent performance monitoring
Expertises Sandor Investments Management

Bespoke

For Entrepreneurs & Business Leaders

Your Expert Partner
for Entrepreneurs.

At Sandor, we understand the unique challenges faced by entrepreneurs and business leaders. Your assets, both personal and professional, require a comprehensive, expert approach. We orchestrate a coherent strategy that encompasses your personal investments and your company shareholdings.

Investment Strategies

We aim for excellent returns with controlled risk, offering personalized service and tailor-made solutions. We define optimal investment opportunities and use a diversification strategy to achieve objectives, even in times of volatility.

Management Strategies

Sandor Investments Management provides personalized advice based on a risk assessment tailored to preserve capital, respect the risk profile, and target expected returns. We adjust portfolio volatility according to client tolerance, and offer global diversification to optimize returns and efficiency.

Our Vision & Our Team
Sandrine Aharon — Fondatrice, Sandor Investments Management

Sandrine Aharon

Founder & Chief Executive Officer

Trust is earned,
not merely
proclaimed.

Sandor Investments Management is founded on a simple conviction: you deserve advice that is accountable only to you. Not to banks, not to insurance companies, not to product issuers. To you alone.

Sandrine Aharon, founding CEO, built this firm after two decades at the heart of Israeli and international financial markets. Her vision: to reconcile the analytical rigour of institutional asset management with the warmth and proximity of a truly personal advisory relationship.

Our fees-only model — no product commissions — guarantees full transparency and absolute alignment of our interests with yours. This is the foundation of any wealth relationship worthy of the name.

Regulated Financial Advisory in Israel

We are authorized and supervised by the Israeli financial regulatory authority, guaranteeing the highest standards of compliance and client protection.

100% Independent Solutions

No third-party remuneration, no in-house products. Every recommendation is dictated solely by your patrimonial interest, selected from the best solutions available on the market.

Bespoke Approach

Your situation is unique. Your strategy is too. We refuse standardised solutions and build every wealth roadmap from rigorous listening and in-depth analysis.

Estate & Succession Planning

Facilitating The
Smooth Transfer
of Wealth.

As individuals live longer lives, spanning several generations, the number of people making up an extended family can increase dramatically. Without meticulous and thorough planning, the transfer of an estate to the intended beneficiaries can become a potential minefield. Preventing the risk of this happening is one of the main reasons for families to use a wealth management office.

Our Innovative Services There are many other advantages to using the services of a wealth management office

01

Transparency

Ensuring that systems are in place to reinforce trust and offer management perfectly adapted to each asset.

02

Harmonizing Interests

The introduction of global asset management to harmonize income over the short and long term.

03

Higher Yield Potential

Having a single, centralized wealth management strategy tends to generate better returns and reduce risk.

04

Separation of Interests

Separate personal family assets from the family business and savings or wealth.

05

Risk Centralization

An overview of family investments enables the management office to anticipate and minimize potential risks.

06

Centralized Service

A single point of contact for all financial and asset related questions.

Perspectives & Insights

Our latest
publications.

All publications
Israeli Market

Tel Aviv Stock Exchange: opportunities and cautions for the second half of 2025.

Against a complex regional geopolitical backdrop, Israeli equity markets are displaying remarkable resilience. Analysis of key sectors and appropriate hedging strategies.

18 March 2026
Tax & Structuring

Non-resident taxation in Israel: what changes in 2025 and how to prepare.

Recent Israeli tax reforms significantly impact the wealth strategies of foreign investors and olim hadachim. Breakdown and practical recommendations.

4 February 2026
Global Strategy

International diversification: building a resilient portfolio from Israel.

In the face of global uncertainty, geographical and asset-class diversification is no longer a luxury but a necessity. Our convictions for the next twelve months.

12 January 2026
The People of Sandor

Our
Team.

Complementary expertise in service of a single vision: your wealth.

Sandrine Houri-Aharon
Executive Leadership

Sandrine
Houri-Aharon

Founder, CEO & Senior Asset Manager

With over two decades of experience at the heart of Israeli and international financial markets, Sandrine Houri-Aharon embodies the vision of Sandor Investments Management: combining the analytical precision of institutional management with the warmth of a truly personal advisory relationship. As the firm's founder, she oversees all wealth strategies and guarantees the absolute independence of counsel.

20+

Years of experience

Authorized

Regulated in Israel

Our Colleagues
Rébeccah Shimouni-Elbaz — Vice President, Asset Manager
Vice President, Asset Manager

Rébeccah
Shimouni-Elbaz

As Vice President and Asset Manager, Rébeccah oversees client portfolio strategies with a hands-on, personalised approach. Her command of both local Israeli regulations and international financial markets makes her an invaluable partner for clients navigating complex wealth landscapes.

Rudy Bougard — Investment Marketer

Rudy Bougard

Investment Marketer

Liram Babay — Asset Manager and Director of Compliance and Regulatory Affairs

Liram Babay

Asset Manager & Director of Compliance
and Regulatory Affairs

Moti Aharon — Real Estate Department Manager

Moti Aharon

Real Estate Department Manager

Alon Taieb — Business Development Manager

Alon Taieb

Business Development Manager

Delphine Bachor — Assistant to the CEO / Administrative Manager

Delphine Bachor

Assistant to the CEO & Administrative Manager

Meir Haberman — Analyst

Meir Haberman

Analyst

Private Wealth Audit

A confidential
conversation
starts here.

We offer an initial wealth diagnostic meeting, with no commitment and in complete confidence. It is an opportunity to introduce our approach and understand your specific needs.

Address

85 Medinat ha-Yehudim St, Azrieli Mall
Herzliya, 4676670, Israël

Your data is strictly confidential and will never be shared with third parties. In accordance with Israeli personal data protection regulations.