Founded in London in 1902 as “Anglo-Palestine Banking Co.” Opened first branch in Jaffa in 1903 Nominated as central bank of the state of Israel in 1948 Named “Bank Leumi” in 1950 The History of Bank Leumi
Over 112 years in banking services More than $313. billion total managed assets $7.6 billion in equities 274 Branches in Israel, 52 Offices in 15 countries Around 13,000 employees Broad array of banking and financial services Access to global markets and global expertise The History of Bank Leumi
Leumi Wins Awards Euromoney’s esteemed private banking survey has found that Bank Leumi unequivocally offers the “Best Private Banking in Israel 2009“. World Finance Magazine has proclaimed Bank Leumi the “Best Banking Group in Israel 2012”. Global Finance Magazine has selected Bank Leumi as the "Best Trade Finance Bank in Israel “ and the " Best Foreign Exchange Provider “. The prestigious banking magazine, The Banker has declared Bank Leumi the “Best Bank in Israel 2010”.
(in $ billions)
Major Financial Ratios in Annual Terms (%)
Special Clients Financial wealth A range of assets and investments Global operations Special Clients Financial wealth A range of assets and investments Global operations Special Requirements Expert service Personal attention Discretion Special Requirements Expert service Personal attention Discretion
Full Banking Services Dealing Rooms & Financial Markets Multi-Currency Time Deposits Finance & Credit Facilities & Mortgages Mutual Funds Structured Products Fiduciary Services International Trading International Lending RomaniaU.K. London Jersey USA New York California Florida Chicago Israel Tel Aviv Jerusalem Haifa Hertzelia Pituach Switzerland Zurich Geneva Luxembourg
Tailor made portfolio Liquidity Preserving the Capital Regular income Liquidity Preserving the Capital Regular income Interested in increased risk Interested in reducing risk Interested in increased risk Interested in reducing risk Short term Medium term Long term Short term Medium term Long term One time Regular income Anticipated income One time Regular income Anticipated income What is the aim of the investment? What is the investor’s attitude towards risk? What is the range of the investment? What are the financial resources of the investment?
Alongside its business activities, Bank Leumi invests extensive resources in the development and empowerment of the State of Israel. Leumi's central vision is to be "a banking group which is involved and contributes to the welfare of the community". Since its establishment over a century ago, Bank Leumi has contributed towards the development and prosperity of the Zionist enterprise and is deeply involved in community work. Leumi Group’s Social Investments
Leumi Leads the Way to Social Responsibility Leumi is the first financial body in Israel to publish a full Social Responsibility Report pursuant to the international instructions of the GRI organization. Leumi has established a special fund devoted to educational projects for youth and under privileged families. In 2013, Leumi was awarded a Platinum rating for corporate responsibility by the Maala Organization.
Leumi takes Environmental Responsibility Leumi places much importance on preserving the environment and dedicates much effort to reducing its environmental effect. Leumi is the first bank in Israel to receive the stamp for Green construction awarded by the ISI. “The Israel Accessibility” Citation to Leumi Leumi is the first Israeli bank to enter and receive the “Israel Accessibility” citation for executing adjustments to its branches for the purpose of convenient access to handicapped customers.
In Israel GPB Division Tel Aviv Tel: GPB Centers IPB Centers – For Int’l Clients Tel Aviv Tel: Jerusalem Tel: PB Centers- For Israeli Clients Tel Aviv Tel: Jerusalem Tel: Hasharon Tel: Haifa Tel: Representatives Bank Leumi USA Tel: Switzerland Tel: Subsidiaries Bank Leumi USA Head Office Tel: Regional Office Tel: Switzerland Zurich Tel: Geneva Tel: Luxembourg Tel: United Kingdom Tel: Romania Tel: Uruguay Montevideo Tel: Punta del Este Tel: /4 Representatives Canada Montreal Tel: Mexico Tel: China Shanghai Tel: +86-(21) Luxembourg Tel:
Legal Disclaimer This document is not to be construed as a recommendation in any way. Investment decisions need to be determined based on full knowledge of the terms and conditions of each investment. Investment strategies need to be tailored to the financial goals and risk profile of the portfolio. This document is for informative purposes only. International Business Development Head Office of International Operations