Phoenix is a leading asset manager in Israel, with over $130 billion in assets across long-term savings, investment services, wealth, and insurance assets. Phoenix solutions span the full asset management spectrum, serving both private and institutional clients:

Phoenix Investment House & Wealth services include the pioneering KSM ETF business as well as passive and actively managed mutual funds, discretionary portfolios, private and institutional brokerage services, and employee stock option trustee services. In addition, Phoenix Investment House & Wealth offers a broad set of wealth private market solutions, including Israeli and international alternative investment products and strategies, to qualified investors.

Pension & Provident provides retirement solutions, pension funds and mid-long-term provident funds retirement allocations to be invested directly in long-term savings solutions.

Phoenix asset management platforms are fast growing, capital-light profitable businesses with established market leadership positions, distinct investment management capabilities, and diversified distribution platform of both direct, agent-based and banks collaboration networks.