Managing a Global Portfolio in an Israeli or foreign bank account allows the investor to achieve currency and geographic diversification and to expose a part of their overall investment portfolio to investments with little correlation to the local economy.
The Global desk of Yelin Lapidot oversees one of the most extensive activities in Israel in this field. The desk is managed by Jonathan Nassie, head of the overseas investments division at Yelin Lapidot, who has over 20 years of experience in managing investments in foreign securities, and trade and analysis relationships with the largest investment banks in the world.
The professional relationships of our investment house and desk managers provide us with many sources of analysis, high-quality connections to a series of foreign brokers, and the ability to take part in equity and fixed income issuings. This allows us to enjoy the benefits of easily accessible information that can aid us in providing our customers with high-quality management services.
Managing an overseas investment portfolio with Yelin Lapidot is suitable for customers with free investment capital exceeding 300,000 US Dollars.
gain exposure to advanced, sophisticated financial instruments
avoid the need to convert funds to Shekels before making investments
enjoy investment flexibility and the ability to selectively expose your portfolio to specific shares or bond series
achieve geo-political, sectoral, and geographic diversification
Yes, the assets in the investment portfolio are liquid, similar to an investment portfolio in Shekels. They can be realized at any time at the manager's discretion or upon the customer's request, subject to prevailing market conditions.
Yes, the portfolio is managed within the customer's chosen bank account. Securities are purchased by the portfolio manager directly in the customer's account, ensuring complete transparency and access to detailed holdings and account value.
Yelin Lapidot collaborates with a wide array of banks in Israel as well as prominent foreign banks overseas.
