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Individual Private Banking

Customized Financial Solutions

Customized Financial Solutions

As the largest subsidiary of the Leumi Group, a global financial institution, Bank Leumi USA has the international expertise, deep understanding of capital markets, and decades of experience which uniquely qualify it to assist U.S. and international private banking clients with all of their financial services needs. We believe we serve clients best by helping them select from a variety of options.  Your private banker is there to listen carefully to your needs, goals and objectives and to provide you with guidance and advice tailored to fit your particular situation. Our mission is to help you develop a financial overview, give you access to quality financial solutions, help you select among them with focused, objective counseling, and provide guidance and advice to help you stay on track to reach your goals.

  • Financial and Estate Planning
  • Retirement Services
  • Investment Management
  • Brokerage Services
  • Insurance Products
  • Deposit 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