We are objective and conservative in assessing opportunities as we strive to build and maintain long-term relationships with our clients. This means understanding our clients' needs and being able to find the appropriate resource. The bank's wealth management teams specialize in creating financial strategies designed to address the investment and credit needs of sophisticated clients.
We serve the banking needs of the sophisticated, high-end global private banking market.
- Individuals and families
- Entrepreneurs, corporate executives and family offices
- Principals and senior executives of financial institutions, including hedge and venture capital funds
- The various entities established to address the legal, tax, and other issues of the high net worth family
- Clients with expectations of superior service levels
Customized Lending
- Lending based on individual requirements
Alternative Investments
- Individualized Structured Products
- Hedge Funds
- [Alternative Investments available with or without leverage]
Currency and Options Trading
Fixed Income, Equity and Options Trading
Advisory Services
- Financial and Estate Planning
- Retirement Services
Insurance Products
Standard Banking Products
NONDEPOSIT INVESTMENT PRODUCTS:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE
Certain products and services are (1) available only to non-U.S. residents, and/or (2) offered through third-party providers, and/or (3) available through Leumi Investment Services Inc. (LISI). LISI is a member of FINRA / SIPC and is a wholly owned subsidiary of Bank Leumi USA.
