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Phoenix Financial

Leading Israeli financial services company with broad asset management and
insurance offerings

Leading Israeli financial services company with broad asset management and insurance offerings

75

Years of activity

140

USD Billion

AUM as of December 31, 2024

+3

Million

Clients

Eyal Ben-Simon, CEO

"Phoenix Financial aims to deliver profitable growth and high returns while delivering the best value proposition to both our clients and our shareholders. Our constant pursuit of service excellence, ambitious growthplans, and business innovation is what makes Phoenix a market leader."

about us

Phoenix Financial (“Phoenix”) is a leading Israeli financials services company listed on the Tel Aviv Stock Exchange under the symbol PHOE.

Phoenix serves a significant portion of Israeli households with a broad set of solutions across businesses and client segments. Managing over $140 billion in assets, Phoenix has unique access to Israel’s vibrant and innovative economy through a robust investment portfolio, creating value for both clients and shareholders.

The company operates across a broad range of businesses, including a high-growth Asset Management including fund management, wealth, retirement, brokers & advisors and credit origination.  It also have diversified muti-line insurance business featuring a leading Property & Casualty operation and substantial Life and Health offerings.

All of our activities generate profitable growth, high returns and steady cash flow, which enables Phoenix to maintain its track record of returning value to shareholders through increasing dividends and share buybacks.

Phoenix Highlights

Strong market
position with distinctive
growth and performance
The premier financial services group in Israel with $140 billion assets under management, delivering compounding assets under management with 20% annual growth and best-in-class 17% average return on equity over the last five years
1
Diversified activities
positioned to capture
significant market opportunities
Phoenix’s operations include broad asset management, credit and distribution capabilities, as well as multi-line insurance businesses and a large private client base
2
Proven value creation
strategy with focus on growth
and competitive advantage
Our strategy if focused on driving accelerated growth in high-multiple businesses, fostering innovation and efficiency to gain competitive advantages and data-driven synergies, actively managing talent and structure, and proactively deploying capital and investments
3
Creating and unlocking
value in high-multiple activities
with untapped potential
A significant share of income is generated by asset management – including investments, wealth, retirement & stock option administration - as well as agencies & credit activities with recurring fee-based revenues, strong cash flows, and capital efficiency
4
Strong cash flow
generation driving payouts
and continued growth
The company operates highly liquid, cash flow-generating platforms with minimal capital requirements, providing sufficient capital to support dividends and buybacks -targeting above 50% of income - as well to drive growth and consolidation
5
Experienced & aligned
leadership team backed
by strong governance
Phoenix is guided by world-class governance and a culture of excellence, led by an experienced and aligned management team committed to the strategic vision and disciplined execution
6
Strong market
positionwith distinctive
growth and performance
The premier financial group in Israel with $140 billion assets under management, delivering compounding AUMs with 20% annual growth and best-in-class 17% average ROE over 5 years
1
Diversified activities
positioned to capture
significant market opportunities
Including broad asset management, credit and distribution as well as multi-line insurance businesses and a large private client base
2
Proven value creation
strategy with focus on growth
and competitive advantage
Focus on driving accelerated growth in high-multiple businesses, fostering innovation and efficiency for competitive advantage and data-driven synergies, actively managing talent and structure, and proactively deploying capital and investments
3
Creating and unlocking
value in high-multiple activities
with untapped potential
Significant share of income generated by Asset Management (investments, wealth, retirement & stock option administration), Agencies & Credit activities with recurring fee-based revenues, strong cash flows, and capital efficiency
4
Strong cash flow
generation driving payouts
and continued growth
Highly liquid, cashflow generating platforms with minimal capital needs. Capital allocated through dividends and buybacks (target above 50% of income) as well as reinvested to fuel growth and consolidation.
5
Experienced & aligned
leadership team backed
by strong governance
World-class governance and culture of excellence led by experienced and aligned management team committed to strategic vision and execution
6

Strong & Professional Leadership

Phoenix is led by an international board of directors focused on strong corporate governance and an experienced management team driven by strategic vision and a culture of execution.

Management & Board

Vision & Strategy

Vision

Phoenix Financial aspires to lead the Israeli financial services sector by delivering distinctive value for clients, partners, and shareholders.  We provide a comprehensive range of financial solutions to help our clients navigate financial opportunities and manage risk, with a deep commitment to client experience, tailored distribution, and constant innovation.

our values

We believe in leading by example and are committed to conducting business in a fair and responsible manner.

Excellence
We are committed to delivering exceptional products and services to our clients while focusing on continuous improvement, innovation, and market leadership.
Agility
We aim to adapt swiftly to changing client needs and market disruptions, making our business more resilient and responsive in a dynamic environment
Team work
We foster teamwork and synergy across the group, combining diverse skills and ideas to achieve shared goals and drive mutual success.
Transparency
We are committed to building trust with our clients, employees, and shareholders by openly sharing information about operations, investment decisions, and financial performance.
Commitment
We are committed to working to create optimal value for customers, agents, employees, and investors.
Professionalism
We are committed to being the best in our practice areas, related to our knowledge levels, skills, and specialization. Long-term professionalism is achieved through research and learning, with training to improve performance.
Empathy
We act with sensitivity to understand the needs of customers, agents, employees, investors, and suppliers. We will be attentive and open in our decision-making processes.
Fairness
We are committed to acting properly and correctly, to uphold processes and behavior without any discrimination towards customers, employees, agents, investors, or suppliers.
Initiative
We are committed to thinking and acting from a wide perspective to advance our work goals, plans, and objectives.
Innovation
We are committed to progress and innovation. We create value through the development of advanced tools, processes, products, and ideas that provide solutions creatively and effectively.
Leadership
We are committed to excellence, success, and influence in every field in which we engage. We will constantly work to be leaders and to lead the path forward.

All rights reserved to PHOENIX FINANCIAL INC. Our address: Derech HaShalom 53, Givatayim