Earns management fees from running pension, provident, mutual and exchange-traded funds and discretionary client portfolios, plus brokerage and custody commissions and interest on non-bank lending.
Geographic Exposure
IsraelN/A
IrelandN/A
Revenue Drivers
Pension and provident fund management
Marketing and managing long-term retirement, severance and study savings funds.
CORE39.7%
Mutual fund and portfolio management
Managing mutual funds, exchange-traded funds and client securities portfolios.
SIGNIFICANT23.8%
Non-bank credit provision
Lending to businesses and consumers, including property-backed and project finance.
SIGNIFICANT19.7%
Exchange member trading and custody
Securities custody, trade execution, account and credit services for clients.
SIGNIFICANT10.9%
Insurance agency and institutional brokerage
Insurance and pension distribution agencies, institutional brokerage and alternative investments.
PERIPHERAL6%
End Markets
Retail savers
Employers funding employee benefits
Corporate and institutional investors
Small and medium businesses
Private borrowers
Property developers and purchase groups
Specializations
Urban renewal project financeFinancial guarantee issuancePurchase-group financingProperty-backed bridge lendingAlternative investmentsPension and insurance distribution agencies
