UBS Wealth Management in Israel

At UBS Israel, we draw on our deep understanding of the local market and the strength of our international network to guide you, your family, and your business in making informed financial choices. Our team in Herzliya, together with UBS specialists worldwide, delivers personalized wealth management, investment banking and brokerage services.

UBS Wealth Management Israel Ltd. is an Investment Marketing licensee and is regulated by the Israel Securities Authority, ensuring the highest standards of trust and transparency.

Benefit from open product architecture, global custody and the security of a Swiss booking centre. With UBS, you gain hands-on support in Israel and access to international opportunities, all backed by the strength and stability of a global leader.

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Our UBS office in Israel

Herzliya Pituach
(by appointment only)
UBS Wealth Management Israel Ltd.
8 Hachoshlim Street (7th floor)
Herzliya Pituach 4672408
Israel
+972-9-8789100

We take the time to understand you so we can offer you the right solutions and insights aligned to your financial goals. As your wealth manager, we’re with you every step of the way.
Whether you're starting, expanding, selling or planning your succession, your journey will bring both challenges and opportunities – as a leading wealth manager¹, we know what they are.
As a trusted partner, we can connect you with our experts, global resources and personalized services.

A leading wealth manager

We’re proud to be recognized for our award-winning worldwide wealth management services.

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First Name

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Last Name

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Phone

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My investable assets (USD)

7-20 million
Above 20 million

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Privacy Note

In the context of this campaign, we collect and process the following personal information: Last name, first Name, e-mail and a unique email identification number assigned to you as well as your reading and use behavior ("Personal Data"). We collect and process your Personal Data for the following purposes: to register you to the event and to analyze your reading and use behavior of the email received and linked UBS websites, such as opening this email or which contents interest you (the "Purposes").

Your Personal Data may be shared with and processed by UBS Group companies, in particular by UBS employees involved in marketing end event organization who are based in Switzerland and in the local office in Israel, as well as third parties or service providers globally to carry out the Purposes. If Personal Data is transferred abroad, it may no longer be protected by your local laws (e.g., banking secrecy, financial privacy, other client confidentiality provisions and Personal Data protection laws may not necessarily provide an equivalent or comparable level of protection, when compared to the rights provided under laws that apply to your relationship with UBS) and may fall under foreign regulations that allow the Personal Data to be passed to relevant local authorities or other third parties. UBS will make sure that recipients of your Personal Data are bound by applicable confidentiality and Personal Data protection obligations.

We will retain your Personal Data for as long as required to fulfil the purpose.

For more information about how UBS processes your Personal Data including how we protect your Personal Data, your rights in respect of your Personal Data and contact details of the Personal Data Protection Officer, please refer to our privacy notice. If you are in a country that does not have a dedicated privacy notice on the pages linked above, by accepting the terms set out in this disclaimer, you consent to the processing of your Information as set out above.

Please note that by registering and participating in the Event/receiving this report, you confirm that you have read and understood the disclaimer, in particular that entities in the UBS Group, as well as third parties or service providers in Switzerland and abroad which are involved in the organization of the Event, may deduce your bank-client relationship with UBS. By registering to this event/receiving the report/contacting us via website, you consent to the processing of your Personal Data as outlined above. Should you no longer wish to receive such e-mails from us in the future, you can UNSUBSCRIBE FROM THIS MAILING at any time via the above link.

Privacy Notice

Legal Note

The data entered into this form is transmitted encrypted to UBS Switzerland AG via the internet and distributed to local UBS offices appropriately. Nevertheless, in order to maintain discretion, please do not include any confidential data such as account numbers. Via this form UBS does not accept any instructions for business transactions such as the opening of accounts, payment orders, trading orders, revocations of orders or authorizations, blocking of credit cards, changes of address, etc. Please contact the appropriate office or your client advisor for such transactions.

By providing your telephone number and/or e-mail address above you expressly approve UBS contacting you via telephone and/or via unsecured e-mail.

Please note: The use of e-mail can involve substantial risks such as lack of confidentiality, potential manipulation of contents or sender's address, wrong recipient, viruses etc. UBS assumes no responsibility for any loss or damage resulting from the use of e-mails. UBS recommends in particular that you do not send any sensitive information, that you do not include details of the previous message in any reply, and that you enter e-mail addresses manually every time you write an e-mail.

Eligible Investor Confirmation

Eligible Investor Confirmation
I confirm that I’m an “Eligible Investor" ("Lakoah Kashir") as defined under “The Israeli Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, 5755-1995”, with liquid assets and knowledge and experience in the capital markets as defined in said law.

Confirmation

Confirmation
I agree to UBS contacting me by phone or email for marketing purposes. I acknowledge the legal note and understand that I can revoke my consent at any time by clicking the unsubscribe link in UBS emails, by contacting UBS or by raising a data subject request.

UBS Wealth Management services are designed for high-net-worth individuals who are eligible investors with financial assets above USD 7 million.
*Existing clients are invited to directly contact their respective teams.

¹"Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2025

UBS does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

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UBS Wealth Management in Israel

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Our UBS office in Israel

Solutions tailor-made to your goals and values

A leading wealth manager

We’re proud to be recognized for our award-winning worldwide wealth management services.

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