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Wealth Management

Serving Sophisticated Global Clients

Wealth Management

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

 

In the U.S., banking products and services are provided through Bank Leumi USA (BLUSA), and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

 

All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. The mutual fund or variable product prospectus will detail such expenses and costs, and a prospectus can be obtained from your LISI registered representative.

 

Certain products and services are not available to US residents and/or are offered through third party providers.

 

Withdrawals from annuities are subject to normal income tax and, if taken prior to age 59 ½, may be assessed a 10% tax penalty.  Foreign securities are subject to risks associated with currency exchange rates, different accounting and financial standards and political instability. Structured securities have restrictions and may be subject to significant fluctuations in value.

 

Non-deposit investment products offered through Bank Leumi USA and LISI are:

* Not insured by the FDIC or any other federal or government entity

* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank

* Subject to investment risks, including possible loss of the principal amount invested

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