Address: 26 Saadia Gaon St., Tel Aviv 67135
Total of NIS 36.1 billion
NIS 5.2 billion in Investment Portfolios (for non-related clients)
NIS 20.1 billion in Mutual Funds
(as of 28.02.13)
Line of Business:
Mutual Funds, Portfolio Management, Stock Market Services, Structured Products, Market Maker, Investment Banking
igdal Capital Markets is one of Israel’s leading investment houses, which enjoys the strong financial support of Migdal Group, Israel’s largest insurance company.
Migdal Capital Markets Offers Customers a Range of Financial Products in Various Areas of Activity.
Migdal Mutual Funds
Migdal Mutual Funds managed 150 mutual funds as of 28.02.13. The company’s mutual funds specialize in various options and sectors investing in Israel and abroad. The range of funds and specializations open a broad spectrum of investment possibilities for the investor, from the Far East markets to Europe and the US as well as the local market.
Migdal Portfolio Management
Migdal Portfolio Management specializes in personal investment management in Israel and overseas for private and institutional customers. The company is managed by a large team of professionals with seniority and experience in the investment management sector, which especially stresses tailoring investment portfolios for the specific needs of each customer.
Migdal Stock Exchange Services
Migdal Stock Exchange Services has been a member of the Tel Aviv Stock Exchange and the TASE Clearing House since 1965. The company provides trading services to a wide range of customers in Israel and abroad including: financial institutions, public and private companies, and private investors. Migdal Stock Exchange Services is a leader in the brokerage sector due to its advanced trading system that enables customers to trade directly and in real time on a wide range of securities and advanced financial instruments in all stock exchanges as well as the world’s leading markets. At the customer’s disposal is a team of skilled professionals that support the customer at all trading hours in the various markets.
Global Fixed Income & Structured Products Department
The department specializes in building, pricing, advising and marketing structured products of various kinds that are managed by a team comprising the best experts in the field. In addition, the department conducts ongoing trade in foreign governments and foreign corporate bonds in a range of global currencies.
Migdal Underwriting & Business Initiatives is an exclusive platform for tailoring unique financing deals for the customer’s needs. The company operates by raising private and public capital in Israel and overseas through mergers and acquisitions, and locating financial and strategic partners.
First Class Investment Managers
Migdal Capital Markets has an experienced, long-serving team for managing investments in Israel and overseas.
This team has been carefully selected to provide immediate and professional solutions for its customers. These investment managers are led by senior investment manager Yaakov Weinstein.
The company’s investment managers are supported by a research department comprising analysts and accountants.
Control, Supervision and Regulation
Migdal Capital Markets understands the importance of supervised and controlled work procedures for which the company has set up a department for oversight and broad supervision that provides autonomous control of activities and an independent internal auditing network.
The Bottom Line
The combination of financial stability and strength of the Migdal Group, with the performance, experience and unique customer service of Migdal Capital Markets, makes it Israel’s leading choice for investment management. Commitment to excellence, strict integrity, fairness and transparency, and personal attention to customers form the basis of the leading status and reputation that Migdal Capital Markets enjoys.
All Data is correct as of 28.02.13