Reach Your Financial Goals

At Bank Leumi, relationships guide everything we do. Our Private Banking group creates customized solutions to help you reach your personal and financial goals. With the experience that comes from more than a century of working with high net worth individuals and families, our relationship managers will help you chart a sound course to attain your financial goals.

Meet Your Personal Financial Objectives

We understand that managing your wealth requires a bank you can trust. Our Private Bankers are responsive, nimble and dedicated to helping you manage the sensitive and complex challenges of your family’s assets. We’ll work with you to develop a plan that considers your goals, your tolerance for risk and your time frame.

Protect What Matters Most

Our comprehensive wealth management approach includes investments, insurance, retirement planning, college saving, intergenerational planning and portfolio lending. We’re here to build a relationship that lasts for generations.

Manage and Protect Your Wealth

Leumi’s experienced team of investment professionals has a thorough understanding of financial markets. Our team brings energy and passion to devising strategies to meet your unique financial goals. We balance the business factor with the human factor.

The Advantages of Banking with Leumi

Bank Leumi is a relationship-focused boutique bank with global reach. Headquartered in New York City, we also have offices in Chicago, Los Angeles, Palo Alto and Aventura, with a representative office in Tel Aviv.

Industry Expertise

We’re focused on key commercial sectors. We understand your needs and know how to help you attain your goals.

Personal Relationships

We value relationships. We believe in creating success together.

History & Experience

We’ve been successfully managing wealth for over 115 years. And our Israeli heritage offers a gateway to Israeli-related investment opportunities.

Community Involvement

We’re making a difference in our communities by committing our time, energy and financial resources to nonprofits and charities.