Migdal Investment Portfolio Management, a member of Migdal Capital Markets, is one of the leading Israeli companies in the management of investment portfolios. The company specializes in the management of investment portfolios for high net worth individuals, institutional clients, leading corporations, city councils, municipalities and public institutions – and offers them all the very best know-how and expertise accumulated by the group in the investment arena. Leveraging on our team of the very best investment managers, we enable our clients to enjoy a combination between long-term professional experience and readily-available, attentive personal service.
What Is a Managed Investment Portfolio and Who Is It Intended for?
It is the way for you, the client, to enjoy personal, professional and highly experienced management of the available funds at your disposal. The funds in your investment portfolio are invested in securities and various types of financial assets
For anyone possessing liquid balances in NIS or foreign currency, interested in investing those balances in the capital market and requiring professional management and guidance.
A personal introductory meeting between you and the portfolio manager will enable to accurately characterize your needs, requirements and the appropriate level of risk, so as to put together the optimal investment mix - just for you.
The management of the investment portfolio is conducted in a fully transparent manner in the client’s own bank account, by using a power of attorney granted to the portfolio manager, for performing purchase and sale transactions of securities and other financial assets, within the account.
Like any of our clients, you will enjoy close personal guidance from one of our customer relations managers, who are all licensed portfolio managers. Your personal manager will update you regularly concerning the composition and performance of your portfolio and will share our market analysis information with you.
We are committed to you and meticulously provide complete transparency and information. In addition to the updates from your customer relations manager, you will receive detailed reports concerning the structure of your portfolio, the value of the assets and the transactions conducted in your account.
The company possesses an independent Investment Department that operates using experienced and savvy investment managers, who are all leaders in their field. With the objective of obtaining the maximum value for our clients, we collaborate with the Research Department and with the other investment departments within the group.
Thousands of satisfied customers over several decades serve as an accomplishment that we attribute to our ability and expertise in collaborating with our clients, in creating the optimal investment portfolio based on the complete understanding of the customer needs and while providing readily available personal guidance, that is both professional and caring.
As a subsidiary of Migdal Capital Markets, which in turn is wholly-owned by Migdal Holdings, Migdal Investment Portfolio Management - and its clients - benefit from the size and economic stability of the largest insurance and finance group in Israel.
Those are the values we live by. We are committed to our clients to manage our clients’ investments in a professional, responsible and sensible manner, in the same way we manage all our other business activities.
We meticulously adhere to managing the investment portfolio in a balanced and sensible manner, across a variety of risk levels, while constantly supervising the structure of the portfolio in real time and making the required changes.
The Overseas Desk of Migdal Investment Portfolio Management is considered to be a leader in its field and provides a comprehensive range of investment management services in leading overseas stock exchanges and markets, across all major currencies.
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