Doing Our Utmost for You with Prudent and Responsible portfolio management
"In investment portfolio management, there is no substitute for professionalism, experience and transparency with the client. We invite you to join us and enjoy personalized investment portfolio management tailored to your financial needs."
Udi Tayar, CEO of Meitav Portfolio Management Ltd.
About Meitav Portfolio Management
Meitav’s portfolio management company offers a management approach that combines extensive experience, advanced tools and full transparency with you to ensure your peace of mind. Managing investment portfolios in the global era has become a complex task requiring knowledge, expertise and the ability to analyze changing situations. At Meitav Portfolio Management, part of the Meitav Investment House, we have over 40 years of experience in managing a wide range of financial products and services. We are able to offer clients comprehensive and professional solutions without compromise and with full disclosure.
Managing an investment portfolio is, in essence, the management of financial assets and securities by a professional client portfolio manager, which is one of the key factors for financial success. The personal portfolio manager sees the full financial picture and can provide close financial guidance for your investment portfolio, including professional advice on each of the financial instruments managed by companies within the Meitav group. At Meitav Investment House’s portfolio management companies, investment portfolios worth approximately ILS 90 billion are currently managed (as of June 30, 2025) for thousands of private clients, corporations and institutional entities.
Each of our clients benefits from the construction and personalized management of their investment portfolio, with the aim of achieving optimal performance and proper investment management. We place great emphasis on service, personal attention, attentiveness, availability and quick response, transparency and professional oversight.
Our Leading Products
Affiliated Parties
ESG Policy
Our People

Udi Tayar
CEO, Meitav Portfolio Management Ltd.
Holds a pension marketing license from the Ministry of Finance and a Bachelor’s degree in Business Administration with a specialization in Finance.
Udi has been with Meitav for approximately 14 years, growing through the ranks, from a service representative to a wide range of management positions.
In his most recent position, he managed the distribution channels in the client division.

Keren Arjuan
Keren has ten years of experience in the capital market in various banking and capital market roles.

Oded Manger

Shani Hakim
Shani holds a Bachelor’s degree in Business Administration with a specialization in Finance and Information Systems from the College of Management and a portfolio management license. She has many years of experience in investment management, with 14 years with the company. In the past five years, she has managed the trading room.

Dafna Bakshtensky

Yuval Hanski
Yuval holds an MBA in Finance and Insurance from Ben-Gurion University, an investment marketing license from the Israel Securities Authority, and a pension license from the Ministry of Finance.
Has over 16 years of experience with the company, performing a wide range of professional and managerial roles in the pension and financial fields. For the past three years, he has managed the portfolio managers division at the company.

Boris Magazanik
Boris holds a Bachelor’s degree in Business Administration with a specialization in Finance from Reichman University. He is a licensed portfolio manager with seven years of experience managing mutual funds. In the past two years he has managed the private and Platinum desk.







