Psagot Investment House Overview
- Service
-
Lender
- Year Founded
-
1963
- Financed Companies
-
2
- Financings
-
2
Psagot Investment House General Information
Description
Psagot Investment House is a money management firm based in Tel Aviv, Israel. The firm manages public assets, and is controlled by Apax Partners Fund. In 1963, Bank Leumi established Ofek Securities and Investments, and in 1989 Psagot Mutual Funds. Both firms were united in 2003 as Psagot Investment House. The firm provides asset management services including financial planning, estate management, and investment advisory services. The assets of the firm are managed by the board of directors.
Contact Information
Website
www.psagot.co.ilYear Founded
Corporate Office
- Sderot Rothschild
- Tel Aviv 6688106
- Israel
Psagot Investment House Financings
| Company Name | Financing Date | Debt/Deal Date | Debt/Deal Amount |
|---|---|---|---|
| Globus Max | Nov 2014 | 00000 | 0000000 |
| Dalia Power Energies | Nov 2012 | 00000 | 0000000 |
Psagot Investment House Co-Lenders (6)
| Lender | Lender Type | Lender Location | Total Shared Financings | Last Shared Financing |
|---|---|---|---|---|
| Amitim Pension Funds | Lender | Tel Aviv, Israel | 1 | 00000 |
| Clal Insurance Enterprises Holdings | Insurance Firm | Tel Aviv, Israel | 0 | 00000 |
| Harel Insurance Investments & Financial Services | Insurance Firm | Ramat Gan, Israel | 0 | 00000 |
| Leumi Partners | Investment Bank | Tel Aviv, Israel | 0 | 00000 |
| Migdal Insurance Company | Lender | Petah Tikva, Israel | 1 | 00000 |
| New Mivtachim | Other Consultant Type | Ramat Gan, Israel | 1 | 00000 |
Psagot Investment House Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Psagot Investment House Team (18)
| Name | Title | Related Financings | Office |
|---|---|---|---|
| Barak Soreni | Chief Executive Officer | Tel Aviv, Israel | |
| Eyal Goren | Joint Chief Executive Officer | Tel Aviv, Israel | |
| Itay Holin | Chief Financial Officer | Tel Aviv, Israel | |
| Rani Zim | Chairman & Controlling Owner, Psagot Group | Tel Aviv, Israel | |
| Keren Gihz | Chief Legal Counsel | Tel Aviv, Israel |
Psagot Investment House Board Members (4)
| Name | Representing | Role | Since |
|---|---|---|---|
| Rani Zim | Psagot Investment House | Chairman & Controlling Owner, Psagot Group | 000 0000 |
Psagot Investment House Subsidiaries (1)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Psagot Mutual Funds | Other Financial Services | Tel Aviv, Israel |
Psagot Investment House FAQs
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When was Psagot Investment House founded?
Psagot Investment House was founded in 1963.
-
Who is the CEO of Psagot Investment House?
Barak Soreni and Eyal Goren are the CEOs of Psagot Investment House.
-
Where is Psagot Investment House headquartered?
Psagot Investment House is headquartered in Tel Aviv, Israel.
-
What service provider type is Psagot Investment House?
Psagot Investment House's service provider type is Lender.
-
What companies has Psagot Investment House invested in or acquired?
Psagot Investment House has invested in or acquired companies like BridgeWise, 3DM Digital Manufacturing, and Shirbit (Life Insurance Business).
-
What are Psagot Investment House subsidiaries?
Psagot Mutual Funds is a subsidiary of Psagot Investment House.
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