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Investment Advice

Investment Advice

Advantages of Seeking Investment Advice


An objective investment advisor, who can assist companies in making decisions about their investment portfolios, is significant from the very beginning – from the opening of the company's investment portfolio, to the determination of its investment strategy and to the decision of the assets allocation. Companies are invited to discover the power of investment advice with Leumi, which combines and integrates cutting-edge technology and the professionalism of Leumi’s trading rooms.  This unique combination allows companies to enjoy and take advantage of investment solutions that are tailor-made to their own specifications.


Advantages of companies receiving investment advice from Leumi:

  • Stay up-to-date: An Investment Advisor proactively updates the company about changes that impact the company's investment activity, and provides it with overviews of the capital markets.
  • Make Better Investments Decisions: the company's Investment Advisor shares with the company the considerations, risks and opportunities relative to the state of the market, so that the company can make the best decision when it comes to its investment activity.
  • Receive Expert Guidance: Investment Advisors have comprehensive training and extensive experience in the capital markets. The Advisors are supported by the Investment Advisory Department and the Economic Department of the Bank, providing them with up-to-date analytical research, current macro reviews, and expert decision-making tools on an ongoing basis.

Advice is given to the company as a service, and is free of charge.


For more information, please contact your company's investment advisor.