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Sunday, October 19, 2025
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Joseph Wolf | CEO of EFG Wealth Management | Fintech Finance News
In September 2023 I began my tenure as the Chief Executive Officer of EFG Wealth Management Israel. Prior to my current position I was CEO of Credit Suisse Financial Services Israel. Before that, I led a number of research teams in Israel and NYC for Barclays, Lehman Brothers and UBS. My last research position was Barclays’ deputy director of US equity research, where a I was also on the research executive committee and investment policy committee. I bring ~25 years of banking experience, with a special focus on the Israeli technology sector. With this in-depth knowledge of the sector and key tech players, it is my pleasure to partner with entrepreneurs in Israel to create new purpose and build lasting value for them. Of course our broader expertise is of equal value to clients from all sectors and backgrounds. With our strong team we are committed to a holistic client focused service model that allows our customers to reach their long term financial goals. Outside of work, I enjoy relaxing with the family, traveling, cooking, and watching sports including StL Cardinals baseball and F1.

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