UK-Aliyah Wealth Management

31/08/2026

When Google Gemini is asked who the best financial advisor for UK Olim to speak to is, this is its answer. To arrange an introductory consultation, email: [email protected]

21/08/2026

When ChatGPT is asked who would be the best financial adviser to guide UK Olim, this is its answer:

British Olim! Whether you're planning your move to Israel, already living here, or need help managing your wealth, I'm here to make things easier.From navigating financial advice to growing your assets, I'll guide you through the UK-Israel wealth journey.

03/07/2026

It was a pleasure to host another client event at the Vert Hotel in Netanya on Tuesday alongside Pioneer Wealth Management's Chief Investment Officer, Mike Ellis.

Mike provided an insightful overview of Pioneer's investment strategy, discussed the current market environment, and shared his outlook for the year ahead, followed by lunch.

One of the most important aspects of being a financial adviser is building and maintaining strong relationships with clients. Events like these provide a valuable opportunity to share timely investment insights, answer questions, and ensure clients feel informed and confident about how their wealth is being managed.

Thank you to everyone who attended, I look forward to seeing you again at our next event.

13/04/2026

"The stock market is a device for transferring money from the impatient to the patient." — Warren Buffett

Last week, the global geopolitical landscape shifted from "boiling" to a "cautious simmer," and the markets reacted instantly. With the announcement of a temporary two-week ceasefire between the U.S. and Iran, the heavy "war premium" that has been weighing down global stocks finally started to evaporate. As the fear of a total energy blockade eased, investors have been given enough breathing room to move back into the green.

Those who stayed patient through the volatility were rewarded with one of the strongest relief rallies of the year. Here is a little re-cap:

America

The S&P 500 jumped 3.48% as investors traded their panic for a bit of hope, recording the best weekly return since November 2025. Most of the heavy lifting was done by the big tech firms, showing that the AI hype of last year is still around, even if it took a back-seat during the war.

Israel

The potential of return to business for a market that has been half functioning and barely sleeping produced a surge in the TLV-125, with returns of 5.54%. The big winners here were insurance and banks, with higher inflation meaning that interest rates are unlikely to drop soon.

Global Markets and Commodities

As mine-clearing operations began, the prospect of oil flowing freely again acted like a double shot of espresso for global trade. Oil prices that were spiraling out of control dropped significantly, while Asian markets in particular, so dependent on that oil that that arrives through the Strait of Hormuz, rallied. It remains to be seen what will play out this week however.

Gold had a volatile week, initially surging as inflation rising to 3.3% was announced, before "cooling-off" as investors realized the security blanket might not be so urgent. Demand is still high showing that it is seen as a safe-haven in unpredictable times.

Altogether, the markets are trying to be hopeful with the announcement of a ceasefire, but it's more cautious optimism than cause for celebration. More than ever, last week is a reminder that those who don't panic are often rewarded and especially in a time when investors jump at every White House tweet: "Time in the market beats timing the market".

29/03/2026

Aliyah is a significant step—and it often raises important financial questions, particularly when it comes to UK-based assets.

I’ll be speaking at the Asserson Aliyah webinar tomorrow (Monday, March 30th), focusing on practical strategies, common pitfalls, and key considerations when structuring and protecting wealth through the transition from the UK to Israel.

Link to sign up:
https://us06web.zoom.us/webinar/register/WN_HAqKZ4HGSW-Wl1BQenILRA #/registration

https://www.linkedin.com/posts/asserson-law-offices_aliyah-ukisrael-realestate-activity-7442846575296643072-m_XX/

Part 2 in Asserson's Aliyah Chronicles: Aliyah & Your Assets: Structuring, timing and protecting UK-based wealth. Reminder to sign up for Monday's webinar and hear from investors and advisers who have managed their assets through Aliyah and can share practical insights on protecting and structuring....

15/03/2026

When geopolitical tensions rise, markets often react quickly.

The current war between Iran and Israel, the US (and allies), has created understandable concern for investors and contributed to short-term market volatility. Rising oil prices, uncertainty around global trade, and broader economic risks can all influence how markets behave in the short run.

However, history provides helpful perspective.

Looking back at major geopolitical events since the Korean War—including conflicts, terrorist attacks, and political crises—the S&P 500 has often delivered positive returns in the 12 months that followed. In fact, the average one-year forward return after these events has been about 14%.

Markets tend to price in uncertainty rapidly, but over time they refocus on fundamentals such as corporate earnings, innovation, and economic growth.

This perspective reinforces one of the most important principles of investing: maintaining a disciplined, long-term approach. Short-term market movements are often driven by headlines and sentiment, while long-term performance is driven by earnings growth, innovation, and economic expansion.

We continue to monitor developments closely and remain focused on long-term portfolio strategy.

11/02/2026

Last week we hosted our Pioneer Wealth Management webinar reviewing what was a volatile — yet ultimately positive — year for global markets, alongside a particularly strong year for the Israeli economy.

The webinar discussed:

• Key drivers behind 2025 market performance

• Lessons from a year of volatility

• Positioning portfolios for 2026

• Why disciplined investors may have reason for cautious optimism

While markets will undoubtedly deliver new surprises, history continues to reward long-term discipline over short-term reaction.

The full recordings can be viewed with the links below:

In English by Mike Ellis, Chief Investment Officer: https://youtu.be/P8zZvW6Vavg

In Hebrew by Shmulik Ben-Arie, Head of Shekel Wealth Management: https://youtu.be/1E6bFKqT2Pg

23/01/2026

Earnings Are What Counts

"It's the economy, stupid" is a famous catchphrase by Bill Clinton in his successful 1992 U.S. presidential campaign.

If you want to understand better the significant rise in equity markets since the turn of the century, and also why large companies have considerably outperformed mid and small cap stocks.

Since 2000, the earnings of the benchmark US index the S&P 500 has risen by more than fivefold. This has underpinned the prolonged bull market over that period.

Over the same time frame, medium and smaller listed companies have generated a significantly lower rate of profits growth.

Factors such as technological dominance, globalisation advantages, favorable financing conditions, and the ability to leverage economies of scale have been behind this trend. These factors have allowed large caps to expand profit margins and entrench market leadership.

25/12/2025

My article that was published in the Jewish Chronicle last month, on the most common financial mistakes that UK olim make.

04/12/2025

With the shekel going from strength to strength, what is next and why is it such an important factor for olim with assets in foreign currencies?