Edmond de Rothschild Israel

“Belonging to the Edmond de Rothschild Group connects our clients to a tradition of excellence and entrepreneurship that transcends not only borders, but continents, enabling greater access to inspiring practices and professionals in the financial worlds.”

Our Vision – Shaping a Better Future

At the Edmond de Rothschild Group, we believe that wealth management is the cornerstone of a better future. This vision serves as a guiding light for the Rothschild family and the international group they lead in all areas: entrepreneurship, investment, financial services, philanthropy, SRI, and ESG.

Independent and impartial

International Presence
Through Local Teams

Tradition of innovation

Edmond de Rothschild Group

The Edmond de Rothschild Israel Group provides financial services and wealth management for private and institutional clients. The group, established in 1999, operates under the ownership of Edmond de Rothschild (Suisse) S.A. and is active in three core areas.

Personal Service at the Peak of the Global Capital Market

The Edmond de Rothschild Group supplies financial services with a scope of approximately $167 billion across its 33 branches in some 16 countries. Its clients benefit from a rigorously honed service methodology based on the experience and insights garnered from several decades of outstanding client management. Our professionals, together with all managerial, executive, and support staff, are handpicked experts who are available to clients at all times.

Over and above the attentive personal service received by our clients, we also make it possible for them to access the expertise held by the group’s branches worldwide. Edmond de Rothschild Israel therefore enjoys all the advantages of independence while also sharing in the benefits of being part of a global group. This enables us to act creatively, ethically, and with all due discretion throughout every area of practice, delivering carefully considered solutions based on a long-term planning perspective.

Heritage of Excellence, Tradition of Innovation

The remarkable contribution made by the Edmond de Rothschild (Suisse) S.A. Group to financial and business development in Europe, Israel, and around the world, has been evident for more than 250 years. It is therefore no surprise that the Edmond de Rothschild family is considered not only one of the longest-established in the business world, but also among the most consistently innovative, creative, and dedicated.

The Group’s activities over the decades and centuries have established a tradition of excellence, creativity, and audacity that has served as a role model for financial institutions worldwide. Its operations in Israel represent the Group’s confidence in the Israeli economy and its vast potential, while additionally signifying the fulfillment of the family’s Zionist vision, which has made a significant impact in the last 150 years.

Rothschild Heritage

Management Team

Philippe Perles

Vice Chairman of the Board

Nir Yeshaya

CEO
Yafit Nemlich-Sucari

Yafit Nemlich-Sucari

CEO, Investment Portfolio Management
דנה ביג'ה

Dana Beja

Head of Business Operations and Marketing
Itzik Cohen

Itzik Cohen

CFO

Xenia Perlin

VP Operations

Investment Channels for Institutional Investors

The Edmond de Rothschild Group has gained an outstanding reputation among the world’s leading institutional investors due to the variety of financial products it has successfully managed for several decades.

Institutional investors, who make up a significant number of the Group’s clients in Israel, enjoy access to a range of investment channels and various financial instruments. Our investment products meet all regulatory terms and the standards set by the Group in the areas of sustainability (ESG) and social responsibility (SRI).

 

Equity funds

Infrastructure debt funds

Real estate funds

Private equity funds