Portfolio Management

PORTFOLIO MANAGEMENT

REDUCING UNCERTAINTY FOR YOU

We thoroughly study your needs and recommend a strategy suitable for you.
You approve the strategy, we implement and report back.
Assets are managed in your local bank account or in an offshore account we can open for you.

STRUCTURED NOTES PORTFOLIOS

Portfolios Constructed Entirely with Structured Notes

Capital Protection Portfolio

Enhanced Yield Portfolio

Participation Portfolio

Notes with unconditional capital protection

Coupon-paying notes with conditional capital protection

Notes with upside participation and conditional Capital Protection

GLOBAL PORTFOLIOS

ETF-based Portfolios Combined with Structured Notes

Income Portfolio

Fixed maturity Bond ETFs combined with Enhanced Yield Notes

Balanced Portfolio

Fixed maturity Bond ETFs combined with Participation Notes

Growth Portfolio

Broad Equity ETFs combined with Enhanced Yield Notes

Disclosure

(1) Qualified/Classified Investor, as defined in the Securities Law - 1968.

עברית