Rosetta Investments, Ltd.

Overview

Rosetta Investments reports that it is an independent multi-family office founded in 2008 in Israel. The firm combines traditional investment management with access to alternative and real asset opportunities, focusing on preserving and compounding family wealth across generations.¹

History

Founded in 2008, Rosetta Investments was established to provide tailored wealth management for a small, select group of families.¹

Leadership

Orit Raviv Swery is Founder and CEO. She reports more than 35 years of experience in global capital markets, including international investment management, private investment firms, and Israeli banking. She has advised families and institutional clients on long-term wealth management and capital preservation.¹

Her previous roles included asset management and private banking positions at Bank Hapoalim, Bank Discount Mutual Funds, Bank Leumi Global Private Banking, and Stenham Group. She holds an M.B.A. from New York University and a B.Sc. in Industrial Engineering and Management from the Technion.¹

Services

Rosetta Investments develops tailored investment strategies spanning traditional assets, private equity, and selective high-tech and startup investments. Its offering also provides access to alternative and real asset opportunities in Israel and worldwide.¹

What the firm offers

• Investment management
• Private and alternative investments

Client Focus

The firm serves a small, select group of families seeking bespoke wealth management and long-term preservation and growth of family wealth across generations.¹

Approach

Rosetta Investments describes its approach as combining customized wealth management with investment opportunities across traditional, alternative, and real asset markets. The firm’s stated focus is on capital preservation and compounding wealth over generations.¹

FAQs

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Sources

1. Rosetta Investments

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.