BDI CODE 2014 - Israel's Leading Companies, Law Firms, Accounting Firms, Best Companies To Work For - page 59

INVESTMENT HOUSES
dual-listed
listed in Tel Aviv
listed in U.S.A
listed outside USA& Israel
employees via the company
group figures
*
estimated figures
BdiCode 2014
59
rank in sector
2014
Company Name
Total Value of
Managed Assets
($M)
Total Value of
Mutual Funds($M)
Major Ownership
Started
Website
Rank in Sector 2013
Company Profile
1
38,401 10,234 Apax Partners
1963
1 61
2
Meitav DS Investments

24,964 11,965 Barkat Group, Zvi Stepak
1992
2
-
3
Excellence Investments Group

18,763 6,267 Phoenix
1992
3
-
4
1
15,412 9,483 Harel Insurance Investments & Financial Services
1977
4 62
5
IBI Investment House Group

8,811 3,023 Zvi Lubetzky, David Weisberg, Emanuel kook, Yakov
Alexander
1971
5
-
6
Migdal Capital Markets Group
8,702 7,045 Migdal Group
1965
6
-
7
Altshuler Shaham
6,861 4,932 Gilad Altshuler, Kalman Shaham
1990
7
-
8
Yellin Lapidot
6,429 3,900 Leader Asset management, Dov Yellin, Yair Lapidot
2004
10
-
9
Peilim
3,601
-
Bank Hapoalim
1987
11
-
10
Menora Mivtachim Finance
3,304 2,943 Menora Mivtachim Holdings
2005
12
-
11
Ayalon Investment House
*3,169 1,383 Ayalon Holdings, Noam Braverman Investments
2004
9
-
12
Epsilon Investment House Group
2,017 *1,037 Koor Industries, Shmuel Frankel
1988
13
-
13
Infinity Portfolio Management
1,775
-
Eyal Amir
1997
14
-
14
Tafnit Discount Assets Management
2
1,384
-
Israel Discount Bank
1987
15
-
15
Analyst I.M.S. Group

1,118
762 Shmuel Lev, Ehud Shiloni
1985
17
-
16
Tamir Fishman Investment House
*1,037 *663 Eldad Tamir
1996
16
-
17
Halman Aldubi Group
561
-
Halman Roni, Aldubi Uri
2001
18
-
Investment Houses
According to Value of Managed Assets (Including Provident Funds)
rank in sector
2014
Company Name
Total Value of
Managed Assets
($M)
Total Value of
Mutual Funds($M)
Total Value of
Provident Funds
($M)
Major Ownership
Started
Website
Rank in Sector 2013
Company Profile
1
53,492 10,234 15,091 Apax Partners
1963
1 61
2
Meitav DS Investments

35,630 11,965 10,666 Barkat Group, Zvi Stepak
1992
2
-
3
Excellence Investments Group

24,496 6,267 5,733 Phoenix
1992
3
-
4
1
15,412 9,483
-
Harel Insurance Investments & Financial Services
1977
5 62
5
Altshuler Shaham
14,118 4,932 7,256 Gilad Altshuler, Kalman Shaham
1990
4
-
6
Yellin Lapidot
10,229 3,900 3,800 Leader Asset management, Dov Yellin, Yair Lapidot
2004
9
-
7
IBI Investment House Group

9,502 3,023
691 Zvi Lubetzky, David Weisberg, Emanuel kook, Yakov
Alexander
1971
6
-
Investment Houses
According to Value of Managed Assets (Excluding Provident Funds)
CONTINUED
Total value of managed assets including clients' funds, mutual funds,ETF and nostro account.
1
In 2013 the company acquired the mutual funds and managed portfolios of Clal Finance
2
Previous name : Tachlit Discount
Total value of managed assets including clients' funds, mutual funds, provident funds,ETF and nostro account.
1
In 2013 the company acquired the mutual funds and managed portfolios of Clal Finance
Capital Markets
1...,49,50,51,52,53,54,55,56,57,58 60,61,62,63,64,65,66,67,68,69,...480