BHI Investment Advisors (Asia) Limited

Introduction

BHI Investment Advisors (Asia) Limited is a wholly owned subsidiary of Bank Hapoalim (Switzerland) Ltd, the private banking arm of the Bank Hapoalim Group.

 

The Company, which received Type 1 and 4 licences from the HK Securities and Futures Commission, aims to deliver advisory services to high net worth individuals.  Through experienced, professional advisors offering innovative and proactive investments, the Company is focusing primarily on the local Asian markets while keeping a global perspective, supported by the international presence and stability of the Bank Hapoalim Group.

 

Local presence with a global perspective

Located in Hong Kong, we offer our clients proximity and familiarity with local Asian products.  Though specialized in Asian markets, we have a global perspective and are connected to the world’s key financial centers.  We are also fully supported by the strong global presence and stability of the Bank Hapoalim Group.

 

We deliver innovative and proactive advisory services to high net worth individuals, and our experienced, professional and licensed advisors provide our clients with access to world class investment opportunities.

 

How we do it

Research - Independent, clear views on asset classes, sectors, geography and currencies; including equity and bond analysis.

Investment Analysis - Analysis and selection of funds and alternative investments; asset allocation and model portfolio construction; structured products design and analysis.

Portfolio and Product Advisory - Advisory services and support across a range of asset classes; tailor-made portfolio analysis and proposals

 

As our client, you will receive comprehensive investment advice from your own personal advisor in Hong Kong in line with your agreed risk profile.  A wide range of asset classes and in-depth analysis will be included.  A personal advisor means a close relationship and quick responses whenever and wherever you need them.  Your assets will be held in Bank Hapoalim (Switzerland) Ltd, Singapore Branch, which holds an offshore banking license issued by the Monetary Authority of Singapore.

 

Benefits

  1. Proximity to and knowledge of Asian domestic markets
  2. Access to highly experienced, professional advisors familiar with your requirements
  3. Independent, clear views on asset classes, sectors and products
  4. Tailor-made portfolio analysis and proposals
  5. Access to the entire BHI infrastructure and to a truly global platform
  6. Branches in key offshore centers with over 20 offices worldwide


Fore more information

Eli Bitan
Chief Executive

BHI Investment Advisors (Asia) Ltd
701, Ruttonjee House
11 Duddell Street
Central, Hong Kong

Tel: +852 3423 0828
Fax: +852 2840 0678
Direct: +852 3423 0868
Email: eli.bitan@bhimail.hk

Services and products are subject to local laws and regulations and may not be offered in each jurisdiction. For example, investment services are not being offered in the United States or to US Persons except via our US licensed business (www.bhiusa.com) and are being offered only to Canadian customers who qualify as "permitted clients" (as that term is defined under Canadian law).  
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