Phoenix is a leading asset manager in Israel, with over $140 billion in assets across long-term savings, fund management, investment services, wealth, and insurance assets. Phoenix solutions span the full asset management spectrum, serving both private and institutional clients:

 Phoenix Investment House & Wealth is home to the pioneering KSM ETF business, as well as a full suite of passive and actively managed mutual funds, discretionary portfolios, private and institutional brokerage services, and employee stock option trustee services. Phoenix Investment House & Wealth also offers a broad set of wealth private market solutions, including Israeli and international alternative investment products and strategies, to qualified investors.

Retirement offers comprehensive retirement solutions though pension and mid- to-long-term provident funds, with retirement allocations actively managed and invested in long-term savings strategies.

Phoenix’s asset management platforms are fast growing, capital-light, and highly profitable businesses with established market leadership, differentiated investment management capabilities, and diversified distribution network spanning direct channels, agent-based models, and banks partnerships.