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Aliya Financial Mistakes
Thinking About Aliya?
Already made Aliya?

Join us for a unique chance to hear from experienced experts about the key mistakes that Olim from the U.K. might make with their investments and how to avoid or resolve them.

The webinar will also be streamed live on our Facebook page at: https://www.facebook.com/piowealth

Jun 3, 2020 10:30 AM in Jerusalem

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Speakers

Andrew Album
Senior Wealth Manager @Pioneer Wealth Management
Since 1993 Andrew Album has been advising families in the UK on investment strategies, retirement planning and estate tax mitigation. Andrew qualified as Chartered Accountant at Price Waterhouse, working for the firm in both Melbourne and London. From 2010 he has been servicing clients as a Senior Partner at St James's Place in the UK. Andrew made aliyah to Israel in 2007 and his focus at Pioneer is with clients who have made aliyah, those planning retirement in Israel and families with members in both the UK and Israel. Andrew holds a BA in Economics from Manchester University, England, is a Chartered Accountant, a qualified financial adviser in the UK, and a a Financial Planner licensed by the Israel Securities Authority.
Mike Ellis
Chief Investment Officer @Pioneer Wealth Management
Mike Ellis, CFA CA (SA) MBA, is Chairman of the Investment Advisory Board and responsible for the entire investment process of Pioneer Wealth Management. Originally from South Africa, Mike joined Pioneer in March 2000 after working in the Private Banking & Trust industry in the UK. Mike has 20 years experience in dealing with private clients and investment selection, merging analytical, accounting and taxation experience to help investors look after their wealth. Mike is a Chartered Accountant, a CFA charter holder and received his MBA from Tel Aviv University & Kellogg Business School. Mike is also an Oxford University Alumni having participated in the Said Business School's Global Investment Risk Management Program. In addition, Mike is a licensed Portfolio Manager by the Israel Securities Authority. Mike serves pro bono on a number of charity’s Investment Boards and is a member of the Raanana Volunteer Search and Rescue Unit.