All investment houses
Altshuler Shaham - Investment Portfolio Management
The Investment House : Established in 1990 by Gilad Altshuler and Kalman Shaham, the investment house is considered one of the largest and leading in Israel and manages approximately NIS 25.6 billion in mutual funds. You can manage an investment portfolio starting at NIS 500,000 in a variety of portfolios, a portfolio through mutual funds, a global investment portfolio, and a customized investment portfolio. It is important to note that Altshuler Shaham is a listed company traded on the Tel Aviv Stock Exchange.
ABI - Investment House
The Investment House : IBI was founded in 1971 by Zvi Lubetzky and David Weisberg. The investment house manages approximately NIS 8.4 billion in mutual funds. IBI’s portfolio management company offers a variety of wealth management alternatives starting at NIS 300,000. The company also offers the IBI Premium service, IBI Innovation Portfolio, IBI ESG Responsible Investment Portfolio, IBI LEAFERS Selected Managers Portfolio, IBI – Dynamic Investment Portfolio.
Capital Markets Tower - Investment House
The investment house : Founded by Avraham Irani in 1965 and held by Migdal Insurance and Finance Holdings. Migdal currently manages approximately NIS 14 billion in mutual funds. A managed investment portfolio can be managed for private clients starting at NIS 500,000. The investment portfolio is built to suit the client’s needs. It is important to note that Migdal is a publicly traded company traded on the Tel Aviv Stock Exchange.
Excellence - Investment House
The investment house : Excellence was founded in 1992 by Eran Goren and Attorney Eli Nahum. Under the Excellence investment house is Kesem, which manages ETFs and imitating funds totaling NIS 52 billion. Excellence’s portfolio management company has been in business for over 25 years, and a managed investment portfolio can be managed starting at NIS 300,000.
Meitav Dash - Investment House
The investment house: Founded in 1979 by Zvi Stepak, Meitav Dash is the largest mutual fund manager in Israel with a total of approximately 28.6 billion NIS. A managed investment portfolio can be managed starting at 300 thousand NIS and above. An investment portfolio can be managed consisting of mutual funds and direct investment portfolios that hold shares in Israel and abroad. It is important to note that Meitav Dash is a listed company traded on the Tel Aviv Stock Exchange.
Mor Investment House - Investment House
The investment house: Established in 2006 by Yossi and Eli Levy, who serve as joint CEOs. The investment house currently manages approximately NIS 18.4 billion in mutual funds. It is possible to manage an investment portfolio starting at NIS 250,000, and larger combined portfolios that include direct holdings of securities. It is important to note that Mor Investment House is a listed company traded on the Tel Aviv Stock Exchange.
Harel Finance - Investment House
The investment house: The Harel Group was founded in 1935 by Margot and Ernst Hamburger. Harel is the largest insurance group in Israel. Harel has an extensive financial arm, Harel Finance. Harel currently manages approximately NIS 18.1 billion in mutual funds. The minimum amount to manage an investment portfolio is NIS 300,000. It is important to note that the Harel Group is a listed company traded on the Tel Aviv Stock Exchange.
Yelin Lapidot - Investment House
The investment house: was established in 2004 by CPA Dov Yellin and CPA Yair Lapidot, who also serve as joint CEOs.
Today, Yellin Lapidot manages approximately NIS 25.2 billion in mutual funds. The investment house can manage an overseas investment portfolio in an Israeli bank starting at approximately $300,000, and an Israeli investment portfolio starting at NIS 500,000.
