PRIVATE CAPITAL
A Perspective on Capital Beyond the Obvious
Managing significant private capital requires a broad view of assets, exposures and liabilities, together with the ability to assess investment opportunities and financial structures beyond conventional solutions.
HOLZ works with Qualified Clients to evaluate investments across public and private markets, access financial institutions in Israel and abroad, and develop tailored investment solutions.
Our work combines professional research, independent assessment of alternatives and an understanding of how each decision fits within the overall capital structure.
PRIVATE MARKETS
Private Markets & Alternative Investments
Private markets encompass a wide range of strategies, investment managers and fund structures. Distinguishing between opportunities requires an understanding of return drivers, risks, investment terms and the quality of the underlying managers.
HOLZ assists with sourcing and evaluating private-market investments, including private equity, private credit, hedge funds and other alternative strategies.
01
Manager Sourcing & Access
Evaluating managers, funds and strategies in Israel and internationally, looking beyond the investment offering of any single financial institution.
02
Investment Assessment & Portfolio Fit
Analysing investment characteristics, fund structure, return drivers, risk, liquidity terms and alignment with the investment policy and existing exposures.
03
Support Throughout the Investment Lifecycle
Monitoring material developments, capital calls, distributions and changes in investment characteristics, while reassessing the investment's role within the wider capital structure.
GLOBAL INVESTMENT ACCESS
Global Private Banking & Investment Access
A relationship with a financial institution influences more than where assets are held. It also shapes the range of investments, services, currencies and solutions available to the client.
HOLZ assists in evaluating international private banks and custodians, establishing financial arrangements suited to the client's needs, and coordinating with relevant institutions and professionals.
01
Institution Selection & Banking Structure
Comparing financial institutions in light of the client's profile, asset base, areas of activity, service requirements and cross-border needs.
02
Access to Global Markets & Investments
Assessing investment opportunities, platforms and financial solutions through relationships with institutions and investment managers in Israel and internationally.
03
Ongoing Professional Coordination
Coordinating with banking and professional counterparties after account opening, including reviewing new solutions and changes that may be required in the structure of the relationship.
WEALTH STRUCTURING
Tailored Investment Solutions
Not every investment objective can be met through an existing fund or security. Sometimes a financial structure is needed to establish market exposure, define participation in returns, generate cash flow or manage a particular risk more precisely.
HOLZ evaluates structured financial solutions and derivatives strategies in light of the client's objectives, market views and existing capital, in collaboration with relevant financial institutions and trading desks.
01
Bespoke Financial Structures
Assessing solutions that provide exposure to indices and underlying assets, income strategies, conditional market participation and protective features, subject to the investment need and prevailing market conditions.
02
Assessment of Alternatives & Risks
Comparing investment structures with regard to gain and loss scenarios, costs, liquidity, issuer and counterparty risk, and their place within the wider investment portfolio.
A CONSIDERED APPROACH
An Engagement Tailored to the Client's Needs
Work with HOLZ can focus on a particular investment, financial strategy or banking relationship, or form part of a broader engagement covering the client's capital structure.
In each case, the client remains actively involved in key decisions, while HOLZ contributes research, assessment of alternatives and professional guidance.