A revolution in the Alternative Investments Industry tapping pension

 

GlobalNet, a global investment house specializing in alternative investments, announces a partnership with BONART, an advisory and execution wealth management company in Zurich, Switzerland, owned by Dr. Boaz Barack. The two companies are expected to merge later in the year and create alternative investment products for Israeli and international investors trading on the Swiss stock exchange. The strategy is implemented along with a holistic view of financial planning aligned with fulfilling life goals.

The need for accessibility to alternative investment products is a global trend. It has been accelerating, especially since the outbreak of the Covid-19 Pandemic. The yield on bonds has dropped, and the prices of equities are very high. Bond yield has fallen significantly, making alternative investment routes like real estate funds and credit very popular.

In the last two years, deep ties have developed between GlobalNet and BONART FINANCIAL PERFORMANCE Ltd, which operates in Switzerland with licenses. The companies will run a forum for issuing alternative products and serving as their asset managers. BONART is a private company founded in 2010 by Dr. Boaz Barack and, over the last few years, has grown exponentially. In the past, Barack was a Member of the Senior Management of the two leading Swiss banks: Credit Suisse and UBS.

GlobalNet launched in 2020 a new line of investment products called GDI – Global Diversified Investments: Certificates that invest in a wide variety of alternative investment strategies. These certificates are issued in Switzerland and are registered as Swiss securities on the Zurich Stock Exchange, having an international serial number (ISIN). It allows such securities to be purchased through Israeli bank accounts. BONART has also established relationships with international financial institutions and thousands of family offices buying such products, developed in collaboration with GlobalNet.

GlobalNet specializes in providing solutions while implementing financial planning, seeking to fulfill life goals. The company provides global financial solutions at the institutional level, emphasizing alternative investments with a low correlation to the broad capital markets. GlobalNet’s financial solutions reduce the exposure to volatility in the bond and stock markets and help achieve optimal returns at low-risk levels.

GlobalNet aims to help families achieve goals with dignity and safety by providing supplemental income solutions. The company is an expert in locating international investment funds, considering the risk profile, matches each family’s specific objectives to fit goals in the current market conditions.

Dan Dobry, Chairman of GlobalNet: “Our long-standing acquaintance with Dr. Boaz Barack has enabled us to build investment products with a low correlation to the capital markets. I worked with Boaz since he was Head of Israel at CS and then UBS. Barack was also a senior board member responsible for the Ultra High Net Worth Clients (UHNW) in both banks. We are honored to cooperate with Boaz, and together we plan to revolutionize the investment world for the citizens of Israel. We shall become an international global brand. The investment products from the GDI family, which we make available to the public, will change reality for pension savers and expose many of them to unique solutions”.” 

Dr. Boaz Barack, CEO and owner of BONART: “I have worked with Dan in the past, and I believe in his vision – to enable more families to achieve life goals. After long and rich careers at the major intersections of the financial world, both of us can now fulfill the entrepreneurial dream: “Change reality, help investors access reliable advice and solutions within creative structures. A few years ago, we could offer such solutions only to clients with tens of millions of dollars available for investments. We are now blessed to influence families’ lives and help them achieve long-term goals.” 

 

 

 

Ohad Wigman, CEO of GlobalNet: “Together with BONART, we have one of the best financial teams of experts in Israel, which includes senior executives from the world of investments, insurance, and banking. Together we will provide better and more complete solutions to customers. In collaboration with Dr. Barack, we can help families achieve their life goals and live a life of prosperity and security. We are paving the way for tomorrow’s professionals in the field of finance so that they can be manufacturers of products and expose their portfolios to international markets.”

Dan Dobry was one of the founders of the world of financial planning association in Israel and was on the Global Council for Financial Planning for eight years. Dobry was also one of the founders of the world of private pensions in Israel, CEO of the consulting firm of Gaon Capital Markets, a consultant to the leading banks in Israel and abroad. He was awarded the status of “One of the 100 most influential in the world in the field of finance” by GCIF.

Dr. Boaz Barack has a.D.Ph.. from Cambridge University. Barack has served on boards at leading Swiss banks. He is considered a pioneer in economic thinking and creating entrepreneurship to improve investment solutions accessible to all.

Ohad Wigman, MBA, CMC President of EFPA Israel (European Financial Planners Association), is a respected professional money manager in the world of finance in Israel. He has managed financial companies in a variety of areas: pension, mutual funds.