ÃÛ¶¹ÊÓÆµ Wealth Way

Financial planning for your life projects.

Strategies for your financial needs, tailored to your short and long term goals in life.

Explore ÃÛ¶¹ÊÓÆµ Wealth Way

About us

With ÃÛ¶¹ÊÓÆµ, you’ll benefit from over 160 years of experi¬ence helping our clients pursue what matters most to them – in life and in business.

ÃÛ¶¹ÊÓÆµ is the oldest foreign stock exchange member in Israel. It began operating in the country in 1996 and became a member of the stock exchange in 1997.Ìý

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Why ÃÛ¶¹ÊÓÆµ is your right partner

With ÃÛ¶¹ÊÓÆµ you can benefit from the expertise of one of the world’s leading wealth managers1. Every step of the way.
ÃÛ¶¹ÊÓÆµ head quarters

Globally connected, locally active

As the largest truly global wealth manager2, we combine global expertise with local knowledge, supported by the financial stability of one of the best-capitalized major banks3. We are present in all leading financial centers worldwide.

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Excellence for the long term

With over 160 years of experience, ÃÛ¶¹ÊÓÆµ has a proven track record of helping clients pursue what matters to them most. Swiss banking tradition, quality and craftsmanship underpin our approach – from our people to our solutions and services.

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Holistic view with you at the center

Our tailored solutions and expertise leverage our global resources as a leading wealth manager. You’ll also benefit from access to ÃÛ¶¹ÊÓÆµâ€™s full capabilities, world-class research for your investments and connectivity to peer networks.

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*Ìý"Best Chief Investment Office in Private Banking," PWM/ The Banker Global Private Banking Awards 2024

1Ìý"Best Global Private Bank," PWM/ The Banker Global Private Banking Awards 2024

2ÌýBased on publicly available data.

3ÌýÃÛ¶¹ÊÓÆµ AG. See information on our latest ratingsÌýhere

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

ÃÛ¶¹ÊÓÆµ does not provide tax or legal advice. You should consult your independent tax/legal advisor for specific advice before entering into or refraining from entering into any services or investments.

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Together, we can help you pursue your goals.