Union Bank's Private Banking services are aimed at private customers who have financial assets and wish to enjoy a different level of banking. The Bank's Private Banking units offer professional, skilled banking services, a high level of investment counseling, personal attention and a speedy response.
There are Private Banking units in every branch, to provide you with privacy and discreet banking services with maximum convenience. The Private Banking team analyses your needs as a customer and your financial assets whilst keeping market characteristics in mind. Every team includes a trained financial consultant.
Investment Counseling
The Private Banking unit places at your disposal a team of investment consultants skilled at giving personal advice and tailoring your investment portfolio to your personal requirements, whilst following market trends. Investment counseling is founded upon professionalism, initiative and creativity and is supported by the Bank's team of analysts who are amongst the leaders in the Israeli capital market.
The process of building an investment portfolio in Union Bank draws upon the Bank's knowledge and expertise in understanding and forecasting the market trends. The consultants entrusted with your investment portfolio keep the portfolio under constant review and initiate proposals to maximize its yield, in long-term as well as short-term investments. The consultants have at their disposal advanced systems enabling real-time analysis of alternatives and the use of various models to analyze and compare the options, and obtain financial information from the international markets.
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