We are hard at work to deliver your financial goals.

Our Values

We understand that the financial sector fluctuates all the time, which means we need to be ready to adapt at any given moment – and that’s what our companies do. With our talented experts, you can trust that we are not only well con¬nected in the market to help you take advantage of every new opportunity, but we also know how to effec¬tively communicate with our clients so that they have a clear grasp of all their options. We believe in main¬taining a culture that lives up to the following values.

Trust

At the forefront of any relationship there must be trust. By being fully transparent with our stakeholders, we have become their reliable partner in their financial endeavors.

Loyalty

We are devoted to our clients, building on strong interpersonal relationships built upon years of prioritizing their personal needs and interests.

Service

Our allegiance to the core business makes us go above and beyond to fulfil any service required. Our professionals are always by your side.

Discretion

We adhere and comply with the highest standards of privacy and secrecy, to safeguard our clients’ financial futures.

Alberto Saul Edelman

Alberto has over 15 years of experience in wealth management and financial planning. He is a Graduate of Economics from Universidade Estadual do Rio de Janeiro and a finance graduate from Getulio Vargas University of São Paulo Brazil. He is a Certificated Financial Planner (CFP).

After graduation he was involved in establishing a stock fund for the Brazilian market and subsequently managed wealth clients in Brazil.

Alberto has extensive experience in wealth planning, including taxation and inheritance tax planning with lawyers and accountants specializing in the field. He handled clients from Israel, Europe and Latin America.
In 2019 Alberto opened an office in Tel Aviv employing high-quality staff to provide advanced management services to Fortune Global customers.

Alberto’s responsibilities include entrepreneurship and expansion of alternative investment activities for Fortune’s clients.

Claudia Khalili

After graduating from Brooklyn College in New York, and working as an accountant assistant in the back office of a New York bank (UMB Bank). Claudia Khalili founded in 2007, alongside Mr. Simon Khalili, the company Fortune Financial Strategies. 

Mrs. Claudia Khalili has taken over sole management of Fortune Financial Strategies in her capacity as sole shareholder, member of the Board of Directors, and Managing Director. She is in charge of the administrative and financial management. Moreover, she has gathered over 13 years of experience in Swiss financial regulation, Swiss fiscal law, accounting and management. 

In addition, she has acquired a working knowledge of the main financial products that FFS places in the portfolio of its clients. In this regard, Mrs. Khalili regularly attends legal regulatory and fiscal conferences as well as financial forums throughout Switzerland.

Colin Hanrahan

Colin is a UK based wealth manager and business owner with over 30 years experience. Clients seek his help in managing their wealth, pre and into retirement, whilst he is also a specialist in UK Inheritance Planning and Estate Management. In that field he works alongside some of the leading tax professionals in the UK.

In terms of outside work, he enjoys taking on challenges and has climbed Mount Kilimanjaro, Kota Kinabalu and ascended to Everest Base Camp and Machu Picchu. Travel and photography is a passion of life for him.

Daniela Khalili

Daniela Khalili holds a BA degree in Liberal Arts and Science from the Excelsior college in the United States which was concluded in 2016. She has extensive experience in administration, compliance control as well as managing daily operations.

After completion of an extended internship in UBP Geneva, Switzerland, she then pursued an additional two year period at Fortune Financial Strategies SA, a Wealth Management company in Geneva, as an assistant to the executive Director, overseeing administrative work as well as ticketing trades.

Today, living in London, Daniela is director and operates the administration of Fortune International Holding and Innova Global LTD.