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Advanced Investment Services

Customized Solutions and Superior Service

Leumi Private Banking offers customized solutions, incorporating various products, investment channels and services that meet the needs of clients such as yourself.

 

Through Bank Leumi's products, and those of our global investment partners, we offer a complete spectrum of advanced products in order to customize your portfolio to meet your specific earnings and risk objectives.

 

Together with your senior relationship manager, you will develop your personal solution. With so many sophisticated products under one roof, you can be confident that you will achieve the best possible results.

 

You will benefit from:

  • Customized solutions: Personalized solutions in all segments of the global investment market.
  • Wide range of investment opportunities: A unique range of capital markets investment opportunities.
  • Asset management: Investment advisory through our subsidiaries worldwide and discretionary portfolio management services through our Swiss subsidiary.
  • Full range of investment banking services: Identification of investment opportunities through Bank Leumi & Co. Investment House.
  • Full range of trust services: This includes the execution of wills, estate administration, safekeeping of securities and trusteeship on debenture issues.
  • Special services for our preferred clients upon arrival in Israel: A unique service for our premier clients offering hotel reservations, car rental and special VIP transportation from and to Ben Gurion International Airport. We offer our clients preferential treatment at the leading five star hotels in Tel Aviv, Jerusalem, Eilat and the Dead Sea.

 

Your interests are treated with paramount importance. You can rest assured that our services are carried out with discretion and privacy of the highest standard.