BDI CODE 2014 - Israel's Leading Companies, Law Firms, Accounting Firms, Best Companies To Work For - page 60

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
INVESTMENT HOUSES
60
rank in sector
2014
Company Name
Total Value of
Managed Assets
($M)
Total Value of
Mutual Funds($M)
Total Value of
Provident Funds
($M)
Major Ownership
Started
Website
Rank in Sector 2013
Company Profile
8
Infinity Portfolio Management
9,473
-
7,698 Eyal Amir
1997
16
-
9
Migdal Capital Markets Group
8,702 7,045
-
Migdal Group
1965
7
-
10
Menora Mivtachim Finance
7,757 2,943 4,453 Menora Mivtachim Holdings
2005
8
-
11
Halman Aldubi Group
3,699
-
3,138 Halman Roni, Aldubi Uri
2001
13
-
12
Peilim
3,601
-
-
Bank Hapoalim
1987
12
-
13
Ayalon Investment House
*3,169 1,383
-
Ayalon Holdings
2004
11
-
14
Analyst I.M.S. Group

2,538 762 1,421 Shmuel Lev, Ehud Shiloni
1985
14
-
15
Epsilon Investment House Group
2,017 *1,037
-
Koor Industries, Shmuel Frankel
1988
15
-
16
Tafnit Discount Assets Management
1
1,384
-
-
Israel Discount Bank
1987
18
-
17
Tamir Fishman Investment House
*1,037 *663
-
Eldad Tamir
1996
17
-
rank in sector
2014
Company Name
Total Value of
Mutual Funds($M)
Share of Mutual
Funds Value of
Total Managed
Assets Value
Total Value of
Managed Assets
($M)
Major Ownership
Started
Website
Rank in Sector 2013
Company Profile
1
Meitav DS Investments

11,965 34% 35,630 Barkat Group, Zvi Stepak
1992
1
-
2
10,234 19% 53,492 Apax Partners
1963
2 61
3
1
9,483 62% 15,412 Harel Insurance Investments & Financial Services 1977
3 62
4
Migdal Capital Markets Group
7,045 81% 8,702 Migdal Group
1965
4
-
5
Excellence Investments Group

6,267 25% 24,496 Phoenix
1992
5
-
6
Altshuler Shaham
4,932 35% 14,118 Gilad Altshuler, kalman Shaham
1990
6
-
7
Yellin Lapidot
3,900 38% 10,229 Leader Asset management, Dov Yellin, Yair Lapidot
2004
10
-
8
IBI Investment House Group

3,023 32% 9,502 Zvi Lubetzky, David Weisberg, Emanuel kook, Yakov
Alexander
1971
8
-
9
Menora Mivtachim Finance
2,943 38% 7,757 Menora Mivtachim Holdings
2005
9
-
10
Ayalon Investment House
1,383 44% 3,169 Ayalon Holdings, Noam Braverman Investments
2004
12
-
11
Epsilon Investment House Group
*1,037 51%* 2,017 Koor Industries, Shmuel Frankel
1988
11
-
12
Analyst I.M.S. Group

762 30% 2,538 Shmuel Lev, Ehud Shiloni
1985
13
-
13
Tamir Fishman Investment House
*663 64%* *1,037 Eldad Tamir
1996
- -
Investment Houses
According to Value of Managed Mutual Funds
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
Total value of managed assets including clients' funds, mutual funds, provident funds,ETF and nostro account.
1
Previous name : Tachlit Discount
Investment Houses
According to Value of Managed Assets (Including Provident Funds)
(continued)
1...,50,51,52,53,54,55,56,57,58,59 61,62,63,64,65,66,67,68,69,70,...480