Investment Portfolio Management for Private Clients

An investment portfolio, managed with personalized guidance from a professional investment manager, is an excellent solution for those who want to benefit from the return potential of the Israeli and global stock markets but lack the knowledge, time or patience to manage a securities portfolio themselves.

In investment portfolio management, the investor decides how much money to allocate to the portfolio and grants the investment managers the power to manage and invest the funds in securities. This is done based on a pre-agreed risk level and investment tracks. Portfolios are managed at investment houses by portfolio managers, supported by research departments, who respond in real-time to events in the financial markets.

You don’t need to sell. You can transfer your securities portfolio as it is, and Meitav’s experts will decide if and when it is advisable to sell the securities.

There is no clear definition for this. In the United States, it is common to measure performance over 2–3 years. In Israel, the timeframe tends to be shorter. Much depends on whether you feel comfortable with the company managing your investment portfolio and with your personal investment manager.

The minimum amount is ILS 300,000.

Consulting with an advisor at the bank is not inherently flawed, but it is cumbersome and requires ongoing communication, as the advisor lacks the authority to act independently and needs your approval for every transaction. If you are not in frequent contact with the advisor, the portfolio may naturally be neglected due to lack of continuous oversight.

In contrast, when you manage your portfolio with Meitav, your personal investment manager can make real-time decisions aligned with market conditions, within the investment policy agreed with you. This frees you from the headache and dilemmas associated with managing your investments.

During your meeting with Meitav, we assess your financial situation, your approach to investments, the purpose of the investment and the estimated time horizon during which the funds will be available for investment. Based on these and other factors, we jointly determine the overall policy for a managed investment portfolio tailored to these components. This policy can be changed at any time, though frequent changes are not recommended.

No, this is strictly prohibited by law. Management fees are fixed as a percentage of the portfolio’s value, regardless of profit or loss.

Only a company that meets specific conditions, including a minimum level of equity and professional liability insurance as stipulated by regulations. The license to manage investment portfolios is granted by the Israel Securities Authority.

Management fees to Meitav vary, based on the size of the investment portfolio. The larger the portfolio, the lower the fee as a percentage of the assets. These management fees are the only additional cost compared to managing your portfolio independently through a bank.

Bank buy/sell transaction fees: These fees decrease as the portfolio size increases and are relatively low due to special arrangements Meitav has with banks for its clients.

Custody/management fees: Meitav clients pay significantly lower fees to the bank, benefiting from discounts of 50% to 75% secured by Meitav for its clients.

You won’t know immediately, of course. Evaluate the results over time, and we sincerely hope –and will work hard – to ensure your choice proves successful, as many Meitav clients, some of whom have been with us for over 20 years, have experienced. It is often said that nothing succeeds like success itself. The fact that Meitav has become one of Israel’s largest private entities for investment portfolio management speaks for itself, especially in a highly competitive field that is also measurable.