We offer top research and wealth management expertise
Our experienced investment specialists use UBS’s unique Swiss-standard risk management system to monitor your portfolio for financial risks and potential returns.
Head of Investment Products & Services (IPS)
"Because we don’t create our own shekel investment products, our view is always professional and unbiased."
Kobi Feller joined UBS in November 2011 as Head of IPS in Israel. Prior to assuming this role, he was Chief Investment Officer at Clal Finance, the financial arm of Clal Insurance. From 1996 to 2007, he headed the Investment Portfolio Management unit at Psagot Securities, the largest and oldest investment portfolio management company in Israel. Previous to this, from 1991 to 1996, Kobi was an analyst and portfolio manager at Galor, a private investment boutique. He holds a BA degree in Economics, and an MA in Economics and Finance, from Haifa University.
"Open-architecture lets investors access top-performing investment managers. Our in-depth research and due diligence help you pick the best from a huge range of Israeli instruments and funds."
Inbal Polak joined UBS in October 2011 from the rating agency Standard and Poor’s, where for the last eight years she developed the rating models for Israeli mutual and provident funds, and managed this division for S&P Maalot. With over 14 years of experience in the capital markets, Inbal has in-depth knowledge of the domestic fund industry. She holds a BA degree in Business and Sociology from the Hebrew University, and an MBA from the Recanati Business School, Tel Aviv University.
Head of Fixed Income Assets and Portfolio Manager
" While our shekel investment team aims for attractive returns for you, they won’t take excess risks to achieve these."
Yaad Lev joined UBS from IBI Investment House in 2012. He has over 9 years of experience in the investment field, specializing in local and global bond markets. At IBI, Yaad managed the investment portfolios of top institutional and corporate clients, selecting investment targets and adjusting portfolios to client requirements, with the emphasis on portfolio risk management. Yaad holds a BA in Business Administration with a Finance major from the IDC Interdisciplinary Center, Herzliya, and is licensed as an investment portfolio manager by the Israel Securities Authority (ISA).
UBS is a premier global financial firm offering wealth management, asset management and investment banking services from its headquarters in Switzerland and its authorized operations in over 50 countries worldwide to individual, corporate and institutional investors. In Israel UBS AG is registered as Foreign Dealer in cooperation with UBS Wealth Management Israel Ltd., a wholly owned UBS subsidiary. UBS Wealth Management Israel Ltd. is a Portfolio Management licensee which may engage in Investment Marketing, and is regulated by the Israel Securities Authority. This website is intended for information only and is not intended as an offer to buy or solicitation of an offer. This material shall not be construed as an investment marketing and/or investment advisory and is not a replacement for an investment advisory and/or investment marketing provided by a licensee adjusted to your financial needs and your unique personal characteristics
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