U.S. Private Banking Capabilities

Everything Leumi does is dedicated to managing and growing your assets. With the experience that comes from more than a century of working with affluent individuals and families, we can help you clarify your goals and implement an integrated strategy to achieve your objectives.

Investment Management Solutions

We know your investment needs may not fit neatly into a predetermined box. That’s why our approach revolves around identifying your unique goals and creating a personalized solution for long-term success. Our solutions include:

Leumi Client Advisor

A fee-based advisory program, designed for investors who seek to establish strategic goals and implement them with ongoing advice.

Separately Managed Accounts

Provides investor access to one or more professional portfolio managers, chosen by you in consultation with your advisor. You directly own the assets in this account, allowing you to tailor certain features to your needs.

Leumi Strategic Portfolios

A series of customized portfolios tailored to different types of investor needs and managed by the Leumi portfolio strategy team. They’re designed to align with different investment objectives and risk tolerance.

Unified Managed Account

A comprehensive advisory account, which allows investors to combine different components of their portfolios in a single, integrated investment structure.

Financial Products

Our clients are also able to take advantage of Leumi’s full suite of financial products.

Cash Management

  • Deposit and checking accounts
  • Time deposits
  • Secure 24-hour online banking
  • Online bill-pay services
  • Foreign currency

Loans and Credit

  • Lines of credit
  • Secured loans
  • Portfolio loans
  • Premium finance
  • Margin loans
  • Unsecured loans

Wealth Management

  • Customized wealth management
  • Asset allocation and portfolio review
  • Legacy planning and philanthropy
  • Education funding (529 plans)
  • Trust services
  • Custodial accounts


  • Fixed income
  • Equities and Options
  • Israeli investments
  • Mutual funds
  • Separately managed accounts
  • Alternative investments
  • Annuities
  • Structured notes


  • Permanent and term life insurance
  • Disability and long-term care insurance
  • Premium financing

The Advantages of Banking with Leumi

Bank Leumi is a relationship-focused boutique bank with global reach. Headquartered in New York City, we also have offices in Chicago, Los Angeles, Palo Alto and Aventura, with a representative office in Tel Aviv.

Industry Expertise

We’re focused on key commercial sectors. We understand your needs and know how to help you attain your goals.

Personal Relationships

We value relationships. We believe in creating success together.

History & Experience

We’ve been successfully managing wealth for over 115 years. And our Israeli heritage offers a gateway to Israeli-related investment opportunities.

Community Involvement

We’re making a difference in our communities by committing our time, energy and financial resources to nonprofits and charities.