Products and Services
BHI, the global private banking service of Bank Hapoalim, offers access to leading products sourced from the world’s best asset managers, delivered with the highest level of service by BHI's professionals.
From mutual funds, structured products, securities and depository facilities to credit, trust and sophisticated analytical tools, BHI clients, through their personal relationship managers, have expansive choices.
The process of choosing investments is not simple – requiring analytical expertise, thoughtful insight and a view of each product’s position and share in a given portfolio. Product, sector and geographic diversification must be balanced by focus, and various other considerations, such as liquidity needs, risk parameters and longer term financial goals.
The CRM, together with the investment teams, can be a valuable support in this process, drawing on the research and analytical capabilities of Bank Hapoalim, PAM, and the group’s network of affiliates and contacts around the world. World class technology makes the implementation of investment decisions swift, reliable and discrete.
CRMs view their relationship with clients as long-term. Their goal is to build a relationship based on trust, accompanying clients across a lifetime of wealth management.
We invite you to learn more about the personal relationship you can develop with a BHI CRM.