UHNW Wealth Managers
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Israel-born economics and MBA graduate and founder of Sparrows Capital, Yariv Haim started out advising a UHNW family based in Jerusalem, and now offers UHNWs a ‘disciplined’ alternative to traditional investing: objective investing focused on reaping the market return as efficiently as possible. Evidence-based investing relies on principles supported by robust academic studies underpinned by decades of market data. The firm uses Exchange Traded Funds and Index Funds to design robust investment portfolios around its clients’ specific needs and objectives. The concept served Sparrows Capital’s clients well after the global financial crisis. ‘It was a remarkable and quick recovery – the key is to stick with the strategy.’ Haim advocates an approach that separates the harvesting of core market returns from value adding high conviction satellite strategies. This mirrors the investment approach of the Norwegian sovereign wealth fund and aligns with Warren Buffett’s confidence in index funds, and with an FCA study questioning the value offered by mainstream asset managers. Haim’s philosophy, he tells Spear’s is: ‘Don’t say it can’t be done. Make it happen’. Sparrows Capital clients comprise UHNW families and selected institutions, specifically charities, foundations, endowments and trusts.

Yariv Haim
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