Yelin Lapidot Investment House

Yelin Lapidot Investment House

Investment-Management

Website
yl-invest.co.il
Industry Category
Investment-Management
Business Keywords
Investment Management Financial Services Asset Management Investment Funds Portfolio Management Mutual Funds Provident Funds savings investment Portfolio finance investment fund Provident fund for investment long term savings
Company Description

Yelin Lapidot Investment House stands as a premier name in investment management, established in 2004. With a seasoned team of investment managers and analysts, Yelin Lapidot Investment House excels in navigating the complexities of the financial landscape.

Specializing exclusively in investment management through diverse avenues such as provident funds, investment funds, mutual funds, and tailored investment portfolios, Yelin Lapidot Investment House manages assets totaling approximately 100 billion NIS. The firm's Tel Aviv-Yafo headquarters at 50 Dizengoff St. serves as the hub for its comprehensive operations.

Yelin Lapidot Investment House adopts a fundamental analysis approach, conducting in-depth research into macro-economic conditions and capital markets, while focusing on specific companies and industries. Investment management is executed with controlled and responsible risk management. We invite the management team of Yelin Lapidot Investment House to enhance your company's presence with a customized and exclusive company showcase and product listing on our platform.

בית ההשקעות ילין לפידות הוא שם מוביל בניהול השקעות, שהוקם בשנת 2004. עם צוות מנוסה של מנהלי השקעות ואנליסטים, בית ההשקעות ילין לפידות מצטיין בניווט במורכבויות של הנוף הפיננסי.

מתמחה אך ורק בניהול השקעות באמצעות אפיקים מגוונים כגון קופות גמל, קרנות השתלמות, קרנות נאמנות ותיקי השקעות מותאמים אישית, בית ההשקעות ילין לפידות מנהל נכסים בסך כולל של כ-100 מיליארד ש"ח. המטה הראשי של החברה בתל אביב-יפו ברחוב דיזנגוף 50 משמש כמרכז לפעילותה המקיפה.

בית ההשקעות ילין לפידות מאמץ גישה של ניתוח פונדמנטליסטי, תוך ביצוע מחקר מעמיק של תנאי המאקרו במשק ובשווקי ההון, תוך התמקדות בחברות ובענפים ספציפיים. ניהול ההשקעות מבוצע תוך ניהול סיכונים מבוקר ואחראי. אנו מזמינים את צוות הניהול של בית ההשקעות ילין לפידות לשפר את הנוכחות של החברה שלך עם חלון ראווה מותאם אישית ובלעדי ורישום מוצרים בפלטפורמה שלנו.

Key Personnel / Employees
ram katz (--) Ronen Castel (life is life) Polina Turchinsky CFA Gilan Jackont Hadar Winner-Schwartz (CPA VP Chief Of Research at Yelin Lapidot investment house) Shay Zarfati (Strategy Manager at (Direct Insurance) ביטוח ישיר) Shlomit Shtein Khaimov (Research Assistant at Tel Aviv University) Idan Perry (Senior Investment Management at Yelin-Lapidot) Din Cohen Amon (Analyst at Yelin Lapidot Investment House) Sivan Levin (Supervisor & BizDev at Quality Financial Services - קוואליטי שירותים פיננסים)

Compare Companies Side by Side

Compare Yelin Lapidot Investment House with 3 companies in Investment-Management

4 Companies
Comparison Field
Yelin Lapidot Investment House
Yelin Lapidot Investment...
Main Company
Money
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Annex Wealth Management
Annex Wealth Managem...
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Founded Year
— 1972 2021
Company Size
— 51-200 2-10 51-200
City
Lagos, Nigeria Brookfield, Wisconsin
Country
Nigeria United States
Skills & Keywords Comparing with main company
14 Total Skills
Investment Management Financial Services Asset Management Investment Funds Portfolio Management Mutual Funds Provident Funds savings investment Portfolio finance investment fund Provident fund for investment long term savings
9 Total 9 Unique
Unique Skills:
credit cards financial services insurance mortgage personal finance real estate +3
1 Total 1 Unique
Unique Skills:
financial services
8 Total 8 Unique
Unique Skills:
401k advisor fiduciary financial advice retirement team +2
4
Total Companies
1972
Oldest Founded
2
Countries
30
Unique Skills

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Alternative Company Names

This company is also known as

Yelin Lapidot Investment House 耶林拉皮多特投资公司 येलीन लापिडोट इन्वेस्टमेंट हाउस يليان لابيدوت دار الاستثمار Yelin Lapidot Maison d'investissement Инвестиционный дом Йелин Лапидот Casa de Investimentos Yelin Lapidot