Investing in your future

Pioneer provides holistic Wealth Management services to individuals and families, personally tailored both to your needs and risk profile.

Our main services: Family Office services:

Private Wealth Management

Tax planning*

Inheritance and estate planning*

Family governance*

Philanthropy Planning*

Detailed and comprehensive report of all the client's financial and real assets

Comprehensive financial and pension planning

Investment Planning and Management, local and global

Supervisory and/or investment management services for institutions

* Provided by leading industry experts

Since 1986, the Pioneer Group has been providing Wealth Management

services to wealthy individuals and families in Israel and abroad.

Investment Planning and Wealth Management

Tax Planning

Inheritance and Estate Planning

Philanthropy

Thanks to our independence, objectivity, transparency and professionalism, we are able to assist you with all your financial needs, while protecting and increasing

your wealth.

Pioneer's Four Pillarsof Wealth Management

As an independent and impartial financial services company, Pioneer offers Wealth Management services that focus on the your needs, giving you financial peace of mind for life.

Our investment policy is based on asset allocation, risk management and diversification, as the most effective foundations for long-term financial

planning. This holistic approach has enabled us to achieve solid results over the

years, with an outstanding level of service for our investors.

The Pioneer Group's research team is comprised of financial experts and

analysts who continuously examine the investments landscape in order to select

the vehicles most advantageous to our clients.

Based on our clients' needs and tolerance towards risk, our investment committees carefully examine various options and only the most suitable are

integrated into clients' investment portfolios.

Above all, at Pioneer we believe in transparency, reliability, professionalism,

and excellence of service.

Care. Guide. Deliver.As a client-centric company, our values are reflected in everything we do for and

with our clients. We care about what is important to you and your family, we

guide you, as a partner, in the decisions you make for your financial well-being,

and we deliver the highest level of professional services according to your

specific requirements.

Why families choose Pioneer? One contact point to coordinate and integrate all family financial matters.

Reduced fees and commissions for products and services.

Shared burden of ensuring their financial future.

Identification of the best investment managers locally and globally to suit

your requirements and needs.

Enhanced understanding of the risk to which you are exposed to in your

portfolios.

Monitoring, reporting and periodic reassessment of all investments on all

platforms.

Financial education for all family members.

At Pioneer, we believe in relationships. Many families find in us a long-term partner they can rely on, always feeling confident their

financial investments are being handled with the utmost care and attention.

Pioneer Group offers the most advanced holistic financial planning and wealth management services for clients around the world – from the Middle East to Europe, South Africa and Latin America.

Global Reach

Constant listening and learning of our clients' needs

Genuine Care and Authentic Partnership Safe Navigation in challenging financial conditions

Dynamic and flexible thinking that allows us to find innovative and

customized solutions

Independence and complete freedom (open architecture) to choose only

what is best for each client. With no "in-house products" or quotas to fill we can

honestly say that our investment is in you! Professionalism and objectivity in the research process, in the financial

instruments selection, and in the construction of the investment portfolios.

Global access to a variety of platforms, banks, and the world's leading

investment houses, giving our clients free choice and a holistic view of managing

their assets. This range allows us to find the best investments for you, based on

your needs and risk profile.

Transparency in the portfolio construction and management fees.

Technological leadership – our advanced information systems generate

comprehensive, detailed reports, conduct real-time reviews, and provide

optimal support for investment decision-making.

Our Strengthsat your disposal

A global and holistic financial assessment report, which will help you understand

your financial situation and current exposure to risk.

Direct access to a wide network of partners and experts in the field of Wealth

Management.

Unique investment opportunities, of which many investors are completely unaware.

Significant savings in the cost of managing your wealth.

The attention of an experienced professional, who understands your concerns

and the questions you have about the best way to increase your capital and

protect your financial future.

Why should you meet Pioneer'sSenior Wealth Managers?

Pioneer Financial Planning (92) Limited ("Pioneer") holds a Portfolio Management license and is also engaged in Investment Marketing (but not in "Investment Advice" as defined by law). The information set out above is of a general and informative nature only and Pioneer gives no guarantee whatsoever as to the completeness and accuracy of such information and bears no responsibility for any damage and/or loss suffered by reason of the use of and/or reliance upon the information set forth above.

9 7 2 - 9 - 9 6 1 1 3 1 3