About Us
Bridging Israeli Capital to Global Opportunity
Globalium Financial Solutions is a specialist investment advisory firm connecting Israeli institutional investors with world-class global investment strategies.
Our Mission
A Trusted Gateway to Global Markets
We exist to give Israeli institutional investors — pension funds, insurance companies, family offices, and endowments — direct access to the highest-calibre global investment managers and strategies. We act as a trusted gateway, combining deep market knowledge with rigorous manager selection to deliver exceptional outcomes for our clients.
What We Do
Our Focus Areas
We specialise across three core investment pillars, giving clients a comprehensive toolkit for portfolio construction.
Alternative Investments
Access to private equity, hedge funds, real assets, and other alternative strategies that provide diversification and return enhancement beyond traditional markets.
Liquid Actively Managed Investments
Actively managed publicly traded strategies across global equities and fixed income, where skilled managers seek to generate alpha through rigorous research and disciplined portfolio construction.
Passive Publicly Traded Investments
Cost-efficient index and factor-based strategies providing broad market exposure across global asset classes, designed to deliver consistent, transparent returns.
Leadership
Aaron Leitner
Founder & CEO / Team Member AA Advisors
With 40 years of expertise spanning Wall Street, Israel's leading financial institutions, and global capital markets, Aaron Leitner founded Globalium Financial Solutions in June 2026 to bring institutional-grade global investment access to Israeli investors.
Career History
40 Years of Global Capital Markets Expertise
Financial Consultant → Portfolio Manager
Shearson Lehman Brothers / Prudential Securities
Began his career on Wall Street as a Financial Consultant with Shearson Lehman Brothers, later becoming a Portfolio Manager with Prudential Securities until his return to Israel in 1995.
First Global Portfolio Investment Manager
Bank Hapoalim — Gmulot
Became the first Global Portfolio Investment Manager for Bank Hapoalim's Provident Funds Group asset management firm, Gmulot, managing a NYSE/NASDAQ equity portfolio of over USD 500 million.
Head of Institutional Sales & Service
Robertson Stephens Evergreen
Joined Robertson Stephens Evergreen as Head of Institutional Sales & Service, deepening his expertise in serving institutional clients across global markets.
Institutional & Private Banking Advisor
Lehman Brothers — Israel Investment Management Services
Joined Lehman Brothers' Israel Investment Management Services, working with Institutional, Private Banking, Corporate and VC clients.
Executive Vice President
Financial Guardian
Became Executive VP with Financial Guardian — Israel's first multi-family office — advising high-net-worth families on global investment strategy.
Partner, Deputy CEO & Global Investment Strategist
Tandem Capital
Joined Tandem Capital as Partner and Deputy CEO, serving as Tandem's first Global Investment Strategist conducting macro analysis of global markets and economies. Held a bi-weekly column in the Jerusalem Post and was a guest lecturer at Israel's leading universities, the Foreign Ministry diplomatic corps training programme, and The Bank of Israel. Over 17 years, built and led Tandem's Institutional Services division — signing global Fixed Income, Equity and alternative asset managers as local distribution partners, raising billions of dollars for strategic partners.
Founder & CEO
Globalium Financial Solutions
Launched Globalium Financial Solutions, employing 40 years of expertise and experience in global capital markets to connect Israeli institutional investors with premier global investment opportunities.
Company Profile
Download Our Company Profile
Learn more about Globalium Financial Solutions, our investment philosophy, focus areas, and how we work with institutional investors. Download our full company profile document.
Download Company ProfileWhat's Inside
- Company overview & founding story
- Investment philosophy & approach
- Focus areas: Alternatives, Active & Passive
- Leadership profile
- Strategic partner network
Ready to Meet Israel's Institutional Investors?
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