Perspective beyond the obvious
OUR PERSPECTIVE
Substantial capital demands more than investment selection
HOLZ works with Qualified Clients, private investors and business owners to develop investment policy and evaluate complex financial decisions. Our approach combines research, a comprehensive view of exposures and access to investment solutions and financial institutions in Israel and internationally.
Public and private investments, business holdings, currency exposures, liabilities and liquidity requirements may be managed through different institutions, yet together they define the client's overall capital position. We therefore begin by understanding the relationships between assets, risks and objectives before considering an additional investment solution.
WHAT WE DO
Areas of Practice
01
Private Capital
Our private capital work begins with an assessment of capital structure, exposures, liquidity requirements and risk profile, followed by the development of an appropriate investment policy and asset allocation. Within this framework, HOLZ evaluates investment opportunities across public and private markets, including private equity, hedge funds and private credit, alongside bespoke structured solutions and access to global private banking and investment platforms. The assessment of alternatives is grounded in professional research, investment manager quality, investment structure and suitability within the overall portfolio.
02
Companies & Business Owners
HOLZ works with companies to formulate exposure and hedging policies and assess tailored solutions using foreign-exchange strategies and derivatives, with the aim of supporting cash-flow visibility, risk management and business planning. Managing currency, interest-rate and commodity-price exposures begins with an assessment of assets, liabilities and cash flows—not an attempt to forecast market direction. Where appropriate, our work includes professional coordination with a specialist trading desk, according to the client's needs and the agreed scope of engagement.
RESEARCH · INDEPENDENCE · PEOPLE
Independent Judgement. Rigorous Research
Investment analysis at HOLZ draws on internal quantitative and qualitative research, complemented by external research and information sources to broaden perspective and evaluate alternatives. Findings are considered in light of each client's investment policy and circumstances.
HOLZ was founded by Yan Davida Holzman, Founder and CEO, with nearly a decade of experience in capital markets and wealth management for premium clients.