Edmond de Rothschild Israel

Name

Edmond de Rothschild Israel

Legal name

Edmond de Rothschild (Israel) Ltd. (חברת אדמונד דה רוטשילד (ישראל) בע״מ)

Website

https://edmond-de-rothschild.co.il

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Private Banking & Wealth Management

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

akta.pro primary industry

Offshore & International Private Banking (FSAAABAB)

akta.pro secondary industries

Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Family Office Trust & Fiduciary Services (FSAEAKAF)

Keywords

• Private banking services
• Wealth management
• Investment portfolio management
• Institutional asset management
• Financial advisory services

Headquarters

HQ city

Tel Aviv

HQ country

Israel

HQ region

Middle East

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management Services: The company generates revenue through fees for managing investment portfolios and providing wealth management services to high-net-worth individuals, corporations, and family offices. Services include investment portfolio management, global wealth management, and advisory services.
2. Institutional Advisory Services: Provident subsidiary provides advisory and management services to institutional investors including pension funds, government entities, municipalities, and non-profit organizations. Revenue is generated through ongoing advisory fees and portfolio management fees.
3. Transaction-based Services: The company facilitates investment transactions for clients across multiple currencies and asset classes, generating revenue through transaction fees and commissions.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Edmond de Rothschild Israel is a wholly owned subsidiary of the Swiss Edmond de Rothschild (Suisse) S.A., providing financial services and wealth management to corporations, private and public companies, and high-net-worth private clients in Israel. The company operates three core business lines: Investment Portfolios (portfolio management tailored to the global needs of private and corporate clients in Israel), Institutional Advisory via its Provident subsidiary (established 1998, serving institutional investors, public corporations, and high-net-worth families, with Provident Risk Management for risk analytics), and Global Wealth Management (services for high-net-worth clients, corporations, and family offices including international banking account access).

Product overview

Edmond de Rothschild Israel is a financial services and wealth management company operating as a wholly owned subsidiary of Edmond de Rothschild (Suisse) S.A. The company offers a unified suite of wealth management products consisting of three core offerings: Investment Portfolios (portfolio management for private and corporate clients), Provident (institutional investor services), and Global Wealth Management (for high-net-worth individuals, corporations, and family offices). The Provident subsidiary includes Provident Risk Management specializing in institutional risk analysis. The company also offers Individual Retirement Accounts (IRA) as part of its investment solutions. All services leverage the global Edmond de Rothschild network operating across 33 offices in 13 countries worldwide.

Differentiator

Problem solved

Functional benefit

Brands

• Provident (פרובידנט): Institutional investment advisory and portfolio management services for institutional investors, public companies, and high-net-worth individuals, including Provident Risk Management specializing in risk management services for institutional investors.

Products and services

• Investment Portfolios Investment portfolio management tailored to the global needs of clients in Israel, with a focus on building well-founded, actionable investment strategies. Manages portfolios for private, corporate, and institutional clients, including multi-currency investment options and Individual Retirement Accounts (IRA).
• Provident Institutional Advisory Institutional investor services delivered through the Provident subsidiary (established 1998), providing advisory and support to institutional investors, public corporations, and high-net-worth individuals in managing their investment portfolios.
• Global Wealth Management Global wealth management services delivered to high-net-worth clients, corporations, and family offices, helping them secure their financial future with clear, actionable strategies. Includes banking account services at international branches via the global Edmond de Rothschild network.
• Provident Risk Management Specialized risk management services for institutional investors, including stress scenario analysis, risk level assessment, expected loss measurement, concentration risk evaluation, and exposure analysis.

Quantifiable outcome

• CHF 198 billion in assets under management globally
• +1 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Seven partnerships are on record, tiered core and minor.

• Edmond de Rothschild (Suisse) S.A.coreOthersEdmond de Rothschild Israel is a wholly owned subsidiary of Edmond de Rothschild (Suisse) S.A., the Swiss parent bank. This ownership structure provides the Israeli subsidiary with access to global expertise, brand heritage, and institutional resources of the Edmond de Rothschild group.
• Provident Financial Markets Ltd.coreOthersProvident Financial Markets Ltd. is a subsidiary of Edmond de Rothschild Israel, established in 1998. The company specializes in providing institutional investment advisory and portfolio management services to institutional investors, public corporations, and high-net-worth families.
• Provident Risk ManagementcoreOthersProvident Risk Management is a subsidiary specializing in risk management services for institutional investors, including stress scenario analysis, risk assessment, and exposure analysis.
• Edmond de Rothschild Asset Management (France)minorOthersRelated entity within the global Edmond de Rothschild group. May manage financial assets related to Israeli clients under applicable regulations.
• Edmond de Rothschild Asset Management (Luxembourg)minorOthersRelated entity within the global Edmond de Rothschild group. May manage financial assets related to Israeli clients under applicable regulations.
• Edmond de Rothschild Capital Holding LimitedminorOthersRelated entity within the global Edmond de Rothschild group structure.
• Edmond de Rothschild Private Equity Partners (Israel) Ltd.minorOthersRelated entity within the global Edmond de Rothschild group operating in the Israeli private equity market.

Scale indicators8 records

Recent moves5 records

Expansion highlights5 records

Emerging players

• Bank of Jerusalem: Mid-sized Israeli bank expanding wealth management capabilities for affluent and HNW clients. Emerging competitor in the relationship-driven private banking segment, though smaller in scale.

Direct peers

• Bank Hapoalim Private Banking: Israel's largest universal bank with a substantial private banking division serving HNW clients, families, and institutional investors. Direct competitor in Israeli private wealth management with comparable HNW and institutional segments.
• UBS Wealth Management Israel: Global private banking leader with Israeli wealth management operations targeting HNW individuals and families. Direct competitor leveraging similar international footprint and cross-border wealth structuring capabilities.
• Bank Leumi Private Banking: Major Israeli universal bank with a dedicated private banking arm serving affluent individuals, family offices, and institutional clients. Direct competitor across all of Edmond de Rothschild Israel's primary segments.
• Discount Bank Private Banking: Israeli universal bank with established private banking services for HNW individuals, corporations, and institutional clients. Competes directly in the same relationship-driven wealth management segment in Israel.
• Julius Baer Israel: Swiss-headquartered pure-play private bank with Israeli presence serving HNW clients with cross-border wealth management needs. Closely comparable business model as a relationship-led international private bank.
• Pictet Wealth Management Israel: Swiss private bank and asset manager with Israeli coverage, serving HNW families and institutional clients. Comparable as a relationship-led international private bank with similar cross-border and institutional capabilities.

Regional players

• Psagot Investment House: Israeli institutional investment manager serving pension funds, insurance companies, and institutional clients. Comparable to the Provident subsidiary in institutional advisory and portfolio management mandate structures.

Broad incumbents

• Morgan Stanley Wealth Management Israel: Global wealth manager with Israeli operations serving HNW and UHNW clients. Broad incumbent with overlapping segments, though positioned as part of a much larger global financial services franchise.
• Mizrahi Tefahot Bank: Large Israeli bank with growing wealth management and capital markets capabilities. Broad incumbent with overlapping HNW and institutional client base, though private banking is one of multiple business lines.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/edmond-de-rothschild-israel

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Edmond de Rothschild Israel