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Bank Leumi (Switzerland) AG

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Bank Leumi (Switzerland) AG

Profile:

Bank Leumi (Switzerland) offers its clients a wealth of services to meet their specific needs while matching their individual risk preferences.

Our services range from domestic and international investments on an advisory basis to discretionary portfolio management for clients seeking to preserve capital and maximize income objectives.

Services include:
* Structured Financial Products - provides principal protection coupled with linkage to selected capital market indices or to interest rates.
* Advisory Services
* Money Markets Instruments, Securities, Precious Metals - money market instruments, fiduciary deposits, certificates of deposits, bankers acceptances and treasury bills as well as bonds, shares, precious metals.
* Foreign Exchange
* Discretionary Accounts
* Our Own Mutual Funds
* Custody and Executions Services
* Full Range of Portfolio Related Credit Facilities
* Our Dealing Room - offers advice and expertise on foreign exchange and derivative products including basic spot and forward deals, currency and interest rate options.
* Market Analysis – our independent analysts publish weekly market letters on current trends in the major international capital markets.

History:

Bank Leumi Switzerland began in 1953 as a representative office in Zurich later progressing into a certified foreign controlled bank under the name of “CIFICO AG” that was later renamed Bank Leumi le-Israel (Switzerland).

In 1965, we opened an additional branch in Geneva.

Today, Bank Leumi Switzerland offers a wide range of private banking services, product expertise and investment ingenuity.
With 130 employees in Zurich and Geneva, we manage the assets of some 4,500 individuals and institutions from over 80 countries worldwide.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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