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Wealth Management

Bank Leumi USA serves the banking needs of sophisticated, high-end global private banking clients.  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 resources.  The bank's wealth management teams specialize in creating financial strategies designed to address the credit and investment needs of our sophisticated clients.

 

Our Services:

  • Customized and Secured Lending
  • Alternative Investments
  • Currency Options
  • Fixed Income, Equity and Options Trading
  • Advisory Services
  • Insurance Products
  • Standard Banking Products