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.
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.