Personalized investment mix, tailored to the customer’s objectives, needs and investment channel, and is made up of classic investment instruments on the negotiable capital market. Among the solutions, investment in a variety of debentures and shares, in Israel and overseas, Israeli and foreign mutual funds, guidance on pension savings, unique solutions for investments overseas and ESG investing.
A unique array of solutions to manage your wealth. The PREMIUM Department specializes in providing solutions for high-net-worth individuals and those with unique characteristics. IBI PREMIUM’s team of experts specializes in a 360° holistic approach to management of your financial and pension assets. Personal guidance and in-depth learning of your personal needs will enable us to work with you to create a smart allocation that includes a variety of unique investment solutions that are right for you
Our Unique Solutions
International investment instruments managed through foreign debentures and shares. The team of investment managers in the International Department finds high-quality funds and investment instruments through in-depth and professional research. The international portfolio is based on professional research and analysis and includes quality financial products and securities, including foreign and local mutual funds, ETFs, select foreign stocks and debentures. The International Department is led by Zvika Shlezinger, and investment manager with over 20 years of experience in management of foreign investment. Working side-by-side with Zvika are additional investment managers, analysts and traders with extensive experience with investments and trading on international markets.
The investment portfolio includes investment in quality local and international companies that have been selected based on their business activity and their ranking on the ESG Index. Double and high-quality screening is performed on the managed portfolio, so that in addition to analysis of the investments, each of the holdings in the portfolio also undergoes thorough screening that provides a comprehensive and in-depth picture of the company.
Unique investment funds, generally characterized with a low correlation to the negotiable investment portfolios that are an important part of the allocation such as debt, consumer credit, real estate funds and more. This investment is intended for 35 offerees and investors listed in the first addendum to the Securities Law, 1968.
The investment in real estate assets arm of IBI Investment House offers investments in income-producing assets overseas along with the leading institutional organizations in the field. This investment is intended for 35 offerees and investors listed in the first addendum to the Securities Law, 1968.
As part of the comprehensive view of the asset portfolio and as a way of including the pension component in the proposed investment, we will conduct an in-depth review of your pension portfolio in terms of the investment tracks, pensions and more.
The IBI Investment House Micro and Macro Research Department is among the largest and best-established on the Israeli capital market, with more than 10 analysts, and it regularly reviews companies in Israel and overseas. There is also a Risk Management Department and that works with them to provide another professional support structure for the IBI PREMIUM DEPARTMENT.