Platinum Department

Platinum is a dedicated department that provides personal service to clients with significant financial wealth. The Platinum Department of Meitav Portfolio Management provides its clients with a comprehensive and complete solution for their financial and unique needs and enables them to benefit from a range of added values, including, among other things, unusual investment offers.

The Platinum Department provides its clients with close personal support, which includes, among other things, a personal meeting with Mr. Zvi Stepak, one of Meitav’s founders and controlling shareholders. Additionally, a broad platform of alternative investments is offered to clients, separate from the ordinary activities of portfolio management: hedge funds, investment funds, participation in private placements, and structured products.

The form of personal work with each client allows creating a tailored portfolio customized to each client’s need. The team of portfolio and investment managers initiates meetings and update calls with each of the Platinum clients, and from time to time offers investment ideas relevant to the client’s risk profile.

Clients also have the option to use financial planning services for all their liquid assets managed in Israel and/or abroad. This is to create the nest asset allocation and reduce the risk of the overall asset portfolio. These meetings are held, as needed, with Mr. Zvi Stepak.

As part of the management of your capital, as a Platinum client, a financial plan is drafted for you, tailored according to the investment profile you define, and based on asset allocation and risk management. As a Platinum client, you will receive preferential terms in managing accounts at selected foreign banks abroad, including banks in Luxembourg, Zurich and other financial centers. This is part of the geographical diversification of capital. Opening an account abroad will be conducted with the close support of the portfolio management company for investment in Israel and abroad.

Information on Alternative Investments

Information on Global Investment Portfolios in Foreign Currency