Capabilities

Capabilities

At Leumi Private Banking, everything we do is dedicated to growing, managing and protecting your assets. With 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.

Manage your cash for everyday financial needs

  • Deposit and checking accounts
  • Fixed and variable rate time deposits
  • Secure 24-hour online banking
  • Online bill pay services
  • Foreign currency

Leverage life’s opportunities

  • Customized lines of credit
  • Secured loans
  • Portfolio loans
  • Premium finance loans
  • Margin loans
  • Unsecured loans

Meet your important financial goals

  • Domestic and foreign fixed income
  • Domestic and foreign equities
  • Mutual funds
  • Separately managed accounts
  • Options and alternative investments
  • Fixed and variable annuities
  • Israeli investments
  • Structured notes

Manage and grow your wealth

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

Protect what matters most

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