Our legacy is one of sustainable results and client satisfaction.

Fortune Financial Strategies was established in 2007 by Mr. Simon Khalili. Simon has over 30 years experience in managing clients in the world's leading financial institutions.

We are situated in Switzerland, which it comprises a powerful economic cluster with a unique concentration of creative financial engineering and wealth management skills.

Globally we manage over $1.5 billion of funds which are diversified across various managed portfolios, mutual funds, structured and alternative products, private equity, and venture capital. We collaborate with experienced business partners located in key financial centers around the globe.

2021

2020

2017

2015

2013

2014

2010

2007

Launching of

Luxembourg

Funds.

Full license for

Fund Management

in Switzerland

Awarded by FINMA.

Business Partner

settled in Peru.

Business Partner

settled in Panama.

Launched

unique advanced

technology access

to real-time data

from Banks.

Clients offered

the opportunity

to invest directly

in the “Start-up

Nation” (Israel).

Close to $1 billion

in assets under

management.

Founded in Switzerland by two talented entrepreneurs from a major blue-chip financial institution.

of our

Proud

History

Mission

Our business mission is to gain trust and manifest competence by delivering excellent results to our clients.

Vision

Sustainably maximize and protect growth of our clients’ wealth. Tailor-made approach, by offering innovative and sustainable solutions.

Values

Prioritize clients interests. Responsible and humble evaluation of best-in-class opportunities. Highest standards of honesty and transparency.

Fortune Engagement

Comprehensive

Wealth Management Advice

Efficient, astute, professional, independent and discrete – always personal, always available. We listen to your needs and cater tailor-made solutions.

Leverage Our Network

& Experience

Access to exclusive investments and opportunities through an extensive network of service providers around the globe. We offer access to best in class solutions such as fiduciary management, legal matters, custodianship, taxes, real estate, accounting, private equity and asset management.

Succesion & Inter-generational

Estate Planning

Helping you to create sustainable strategies for your intergenerational wealth transferring.

World-Wide Account Opening & Institutional Fees Schedules

Simplified account opening process, bank fees negotiations as well as ongoing account monitoring to make sure that the bank complies with agreed schedule.

Consolidation

Services

Enjoy the benefit of having strit supervision, analysis and reporting of assets at your choice of financial institutions of choice, supervised by dedicated professionals using our own state-ofthe-art portfolio and risk management software.

Concierge

Services

To serve our clients’s needs such as paying bills, arrange travels, faciliting credit cards, insurances, find, buy, maintain and sell real estate.

Our Four Pillars

Trust

Trust is one of the most valuable

assets in the wealth management

world. By being fully transparent

with our stakeholders we have

become their reliable partner in

their financial endeavors.

1 Loyalty

We act in full loyalty towards

our clients, by prioritizing their

personal needs and interests

3 Discretion

2

We adhere and comply with the

highest standards of privacy and

secrecy, in order to safeguard

our clients financial futures.

Service

Our devotion to our core

business, accommodating

family’s needs, makes us go out

of our way. Our professionals

are always at your side.