Meet the winning ingredient in your shekel investment portfolio with UBS Wealth Management: Objectivity

“We are here to help you protect and grow your shekel assets and global wealth in Israel.”

Kobi Faigenbaum
CEO, UBS Wealth Management Israel Ltd.
We are here to help you protect and grow your shekel assets and global wealth in Israel

Let UBS manage your Israeli shekel assets and other global investments all under one roof in Israel. We promise you superior investment recommendations and solutions for your wealth. Giving you:

  • sophisticated Swiss-standard financial and investment portfolio services
  • fully customized to your needs
  • by local Hebrew-speaking experts

Take a look at how we can help you to meet your financial goals, with our comprehensive solutions.

See what UBS Wealth Management Israel can do for you.

“Because we don’t create our own shekel investment products, our view is unbiased.”

Kobi Feller, Head of Investment Products & Services
We offer top-quality range of domestic shekel investments

UBS offers Israeli shekel investments ranging from equities, bonds and individual stocks to structured products. You decide whether to delegate daily investment management to UBS, or take all the decisions yourself, supported by our world-class research and execution services. In fact, you can even do both.

We'll help you to set up and monitor your investment strategy, and organize trade execution via local Israeli banks.

Learn more about our wide choice of Israeli shekel investments.

To get the latest shekel investment insights as soon as they appear, sign up for our UBS Market Pulse (monthly).

“Our expertise and objectivity helps you choose the best Israeli instruments and funds.”

Inbal Polak, Fund Analyst, Investment Products & Services
We offer top research and wealth management expertise

Our experienced investment specialists use UBS's unique Swiss-standard risk management system to monitor your investment portfolio for financial risks and potential returns. And while our shekel investment team aims for attractive returns for you, they won't take excess risks to achieve these. We'll keep you fully informed and your investments in line with changes in the markets and in your life. You can have confidence in our recommendations: they are objective and supported by UBS's world-class investment processes and Wealth Management research.

Meet some of our Israeli experts: Kobi Feller, Inbal Polak, Yaad Lev and find out more about UBS Wealth Management Israel

We will be happy to provide more information in a personal meeting.

Contact us

Contact us today to learn how we can help you meet your wealth management needs.

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