BHI | Bank Hapoalim B.M.

Our Approach

With our Private Banking you receive:

 

  1. Genuinely personal service from a Relationship Manager who will get to understand your financial circumstances, aspirations and requirements and then shape our advisory service exactly as you want it.
  2. In-depth knowledge and experience – All of our Relationship Managers are specialists in private banking with successful track records.  Most have worked at other major international Banks for a number of years before joining us.
  3. A pro-active approach – We are pro active in the advice we give you and look for relevant investment opportunities, as well as anticipating future risks.
  4. World-class research – The Bank’s wholly owned subsidiary Poalim Asset Management, with its high-powered 30-strong team of researchers, provides essential up-to-date information on economic trends, markets and opportunities, and finds the best products and services which we make available to you.
  5. Open architecture – We have the flexibility to choose products and services for you from a range of top providers in order to produce solutions for you which are tailored to your personal needs.
  6. The services of our Dealing Room for our many clients who operate internationally.
  7. The backing of a long-established international bank with worldwide operations.

 


 
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).  
WPS2