Mutual fund management
Diversified investments with high liquidity and financial flexibility
Managing mutual funds requires a precise combination of investment diversification and maintaining optimal returns. Our funds focus on a wide range of assets – from stocks and bonds to investments in emerging markets – to ensure effective risk diversification.
We use in-depth economic research and advanced tools to identify opportunities and make adjustments according to market fluctuations. With an emphasis on transparency and daily liquidity, our funds give you maximum flexibility while maintaining financial stability and consistent performance.
Investment portfolio management
Investment management tailored to your needs
With expertise in managing investment portfolios that combine the advantages of the local market with access to global markets, we provide customized solutions for each client. Our portfolios are built from a deep understanding of the Israeli and international economy, combining investments in leading stocks, bonds and diverse financial solutions.
We focus on identifying economic trends and tailor the strategy to the personal needs of each investor, with the aim of maximizing returns while maintaining transparency and professional and personal service.
Opening and managing an overseas investment portfolio account
The ideal solution for the Israeli investor
Opening an account to manage investment portfolios at an international bank gives our clients access to advanced financial infrastructure and personalized services. This type of account allows you to enjoy benefits such as tax flexibility, protection against volatility in the local market, and maintaining financial stability even during times of uncertainty.
The opening process is carried out with full professional guidance, while maintaining transparency and full compliance with the requirements of Israeli and international law. This service provides you with a safe and efficient solution for managing your investments in a global environment, while protecting your privacy and financial interests.
