Edmond de Rothschild Israel
Our Vision – Shaping a Better Future
Independent and impartial
International Presence
Through Local Teams
Tradition of innovation
Edmond de Rothschild Group
קבוצת אדמונד דה רוטשילד ישראל מעניקה שירותים פיננסיים וניהול הון לתאגידים, לחברות פרטיות וציבוריות וללקוחות פרטיים עתירי הון. הקבוצה, שנוסדה בשנת 1999, היא חברת בת בבעלות מלאה של Edmond de Rothschild (Suisse) S.A, הפועלת בשלושה אפיקים:
Personal Service at the Peak of the Global Capital Market
The Edmond de Rothschild Group supplies financial services with a scope of approximately $167 billion across its 33 branches in some 16 countries. Its clients benefit from a rigorously honed service methodology based on the experience and insights garnered from several decades of outstanding client management. Our professionals, together with all managerial, executive, and support staff, are handpicked experts who are available to clients at all times.
Over and above the attentive personal service received by our clients, we also make it possible for them to access the expertise held by the group’s branches worldwide. Edmond de Rothschild Israel therefore enjoys all the advantages of independence while also sharing in the benefits of being part of a global group. This enables us to act creatively, ethically, and with all due discretion throughout every area of practice, delivering carefully considered solutions based on a long-term planning perspective.
Heritage of Excellence, Tradition of Innovation
The remarkable contribution made by the Edmond de Rothschild (Suisse) S.A. Group to financial and business development in Europe, Israel, and around the world, has been evident for more than 250 years. It is therefore no surprise that the Edmond de Rothschild family is considered not only one of the longest-established in the business world, but also among the most consistently innovative, creative, and dedicated.
The Group’s activities over the decades and centuries have established a tradition of excellence, creativity, and audacity that has served as a role model for financial institutions worldwide. Its operations in Israel represent the Group’s confidence in the Israeli economy and its vast potential, while additionally signifying the fulfillment of the family’s Zionist vision, which has made a significant impact in the last 150 years.
Management Team
Philippe Perles
Vice Chairman of the Board
Nir Yeshaya
CEO
Yafit Nemlich-Sucari
CEO, Investment Portfolio Management
Raphael Danan
VP, Rothschild Israel
Itzik Cohen
CFO
Xenia Perlin
VP Operations
Investment Channels for Institutional Investors
The Edmond de Rothschild Group has gained an outstanding reputation among the world’s leading institutional investors due to the variety of financial products it has successfully managed for several decades.
Institutional investors, who make up a significant number of the Group’s clients in Israel, enjoy access to a range of investment channels and various financial instruments. Our investment products meet all regulatory terms and the standards set by the Group in the areas of sustainability (ESG) and social responsibility (SRI).
Equity funds
Real estate funds