Founded in 1971 by three partners operating out of a small office in Allenby Street in Tel Aviv’s city center, we have grown into one of Israel’s leading investment houses and fund managers. Today, we have over NIS 28 billion ($7.5b) in assets under management and employ more than 230 people.
We offer a broad range of investment management and trading services from mutual fund, provident fund, and advanced training fund management, to trading and execution services on the Tel Aviv Stock Exchange and markets overseas, portfolio management, foreign currency trading, online trading platforms, investment banking, management of securities benefit programs, underwriting and offerings.
Our services are supported by our market-leading research department, which covers 100 of Israel’s top companies, and our economics department, which provides coverage of macro-economic developments in Israel and follows trends on global markets. We pride ourselves on having a particularly impressive number of longstanding clients, both private and institutional, who have kept faith with us throughout the years.
Our extensive client list includes public and private institutions, charitable trusts, non-profit organizations and university and hospital research funds, whose investments are managed by a team of skilled and experienced managers.
Investment Management, Mutual Funds, Trading & Brokerage services, Provident Funds, Securities Benefit Plans, Investment Banking, Online Trade, Resarch, Underwriting