THE PERSON BEHIND HOLZ
Yan Davida Holzman
Founder & CEO, HOLZ
From institutional capital markets to an independent approach to private capital.
Professional Background
Yan Davida Holzman has worked in capital markets for nearly a decade. At Mor Investment House, she was involved in establishing the exchange-traded fund business and subsequently led a professional team, before moving into wealth management and the advisory relationship with premium clients. Her experience spans the management and development of investment products in an institutional setting, trading, and complex derivatives and foreign-exchange strategies. She also currently serves as a company director.
Education & Qualifications
Undergraduate and graduate degrees in management and economics, and an investment marketing licence issued by the Israel Securities Authority (currently suspended).
The Thinking Behind HOLZ
Experience in institutional capital markets and working with private wealth has reinforced a central principle: investment decisions do not exist in isolation. Public and private assets, business holdings, currency exposures, banking arrangements and liquidity requirements influence one another, even when managed separately.
HOLZ was established to bring this perspective into an independent professional framework. The starting point is an understanding of capital structure and the definition of an investment policy. Only then do we assess managers, investments, institutions and financial solutions. Research and market access support informed decisions; they do not replace the client's judgement.
Working with Investors
HOLZ can provide support around a specific investment area or take a broader view of the client's capital. In either case, the relationship is collaborative, with the investor actively involved in key decisions and supported by a professional framework for research, comparing alternatives and assessing risk.
The Beginning of a Conversation
Every capital structure reflects different circumstances. An initial conversation allows us to understand the existing position and consider whether there is a basis for working together.