Generates revenue primarily from managing financial assets (pension/provident and ongoing savings) through management fees and related commissions. It also earns brokerage/custody and trading-related fees plus interest income from non-bank lending.
Geographic Exposure
IsraelN/A
IrelandN/A
Revenue Drivers
Pension and provident savings
Manages long-term savings products including pension, provident, and study funds.
CORE38.7%
Portfolios and mutual funds
Manages investment portfolios, mutual funds, ETFs and money market funds.
SIGNIFICANT25%
Non-bank lending
Provides credit products including business, consumer, and real-estate-backed loans.
SIGNIFICANT19.6%
Retail brokerage and custody
Provides brokerage member services, securities custody, and trading execution services.
SIGNIFICANT11.5%
Other capital-markets services
Provides insurance agencies, institutional brokerage, and related financial services.
PERIPHERAL5.1%
End Markets
Individual savers and investors
Employers and employee groups (pension arrangements)
Institutional investors
Retail trading and brokerage clients
Small and medium-sized businesses (SMEs)
Real estate developers and property-backed borrowers
Specializations
Market making for ETFsSecurities custody servicesForeign securities trading executionReal-estate-backed lending
Activities
Asset and savings management
Investment product marketing and distribution
Brokerage execution, custody and clearing services
