Customized Lending
- Lending based on individual requirements
Alternative Investments
- Individualized Structured Products
- Hedge Funds
Currency and Options Trading
Fixed Income, Equity and Options Trading
Advisory Services
Insurance Products
Standard Banking Products
What is Wealth Management?
We serve the banking needs of the sophisticated, high-end global private banking market.
- Individuals and families along with their related corporations and institutions
- A combination of U.S. and international entities even within one family relationship
- Clients with expectations of high service levels
- Sophisticated clients that require credit, alternative investment capabilities and trading
- Entrepreneurs, corporate executives and family offices
- Principals and senior executives of financial institutions, including hedge and venture capital funds
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. In cases where the resource is not available within the organization, we are proactive in making introductions to third parties, and remain involved throughout the process.
For more information, please contact Susan G. Pearce at 212.626.1321 or
G. Elizabeth Chavarria at 212.626.1323.
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-part 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. | 
