Portfolio Services
We provide advisory and execution only services.
For advisory clients, we can offer a wide choice of investment alternatives through a range of funds from Leumi and other major investment houses. Our relationship managers will assist on fund choice and also asset allocation in accordance with each client’s investment and risk profiles.
For execution only clients we are able to trade on a timely basis in most major stock and bond markets globally.
Clients may receive valuations and hold cash in all major currencies.
Custody
We provide global custody services for trusts, companies and individuals whose planning includes such requirements.
