Fortune International
Family officeManchester · 9 people tracked
Investment thesis
Fortune International Holding is a wealth management and financial planning group serving private clients across Israel, Europe and Latin America, with operations tied to Fortune Financial Strategies in Geneva and offices including Tel Aviv and London.
Source: firm website, verified Aug 3, 2026.
Team · 9 people
from the firm's websiteA Certified Financial Planner with over 15 years in wealth management and financial planning, educated in economics and finance in Brazil. He has worked with clients across Israel, Europe and Latin America and opened Fortune's Tel Aviv office in 2019, focusing on alternative investment activities.
Co-founded Fortune Financial Strategies in 2007 and later became its sole shareholder and Managing Director, overseeing administrative and financial management. She has extensive experience in Swiss financial regulation, fiscal law and accounting.
A UK-based wealth manager with over 30 years of experience, specializing in UK inheritance planning and estate management alongside leading tax professionals.
Holds a BA in Liberal Arts and Science and has experience in administration and compliance. She interned at UBP Geneva and worked at Fortune Financial Strategies in Geneva before becoming director overseeing administration for Fortune International Holding and Innova Global LTD.
Principals & officers · per Companies House
what is this? ⓘClaudia Fanny Khalili — 75–100% of shares, 75–100% of voting rights, right to appoint and remove directors
Frequently asked questions
- What sectors does Fortune International focus on?
- Fortune International focuses on Sector Agnostic.
- Where is Fortune International located?
- Fortune International is headquartered in Manchester, GB.
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