Sweetwood AM is a licensed portfolio manager entity (license number 861) under the auspices of the Israeli Securities Authority. The company offers portfolio management services and investment marketing services to non-qualified clients and qualified clients. 
 

The advice is given on an individual basis, based on each client’s individual risk profile and in accordance with the client’s investment horizon

 

Sweetwood AM aims to provide its clients with access to a wide range of financial products, tailor made to the risk-reward equilibrium of each of our clients.  The Company might receive benefits from the said manufacturers in connection with transacting in such financial assets or in connection with the continued holding thereof. Such manufacturers include but are not limited to Morgan Stanley, JP Morgan, Citi, Safra, Julius Baer, BBVA, BNP Paribas, Natixis, Societe Generale, CIBC, EFG.

​Our clients are not exposed to any counterparty risk through Sweetwood AM as their assets are held in custody under their own name and investments are strictly made at the discretion of each of our clients.