Private Banking

At Bank Leumi, relationships guide everything we do. Our Private Banking group is devoted to understanding your personal and financial goals, and we work hard to customize solutions that help you achieve them. Whether we’re building investment solutions for your portfolio, providing estate planning and financing recommendations, or connecting you with the right banking deposit solutions, our commercial and private banking professionals serve you with agility and intelligence. Plus, as a boutique bank with Israeli roots, we offer our clients a gateway to unique investment opportunities

Your financial success represents much more than just money. It represents your efforts, your achievements and your aspirations. It makes sense that you want to work with a private banker who not only understands the complexities of managing significant wealth, but who also takes time to understand you and your unique needs. With Leumi Private Banking, this means creating a long-term relationship that is based on shared values as much as on banking expertise.

You deserve the concierge services and personalization of a boutique bank, combined with the resources and capabilities of a truly global platform, to help you make the most of your wealth. We’ll deliver tailor-made, industry-leading wealth management solutions with the exceptional service and discretion you expect.

International Private Banking

Your success in life means you also have unique financial needs, especially if you are an international client living and/or doing business in the United States.

Leumi International Private Banking offers an integrated, multi-currency approach to managing wealth that is tailored to you. We understand your language as well as your financial goals, and our team of multilingual private bankers can help you navigate the nuances of doing business in the United States while managing the complexities that wealthy international families often face.

The Advantages of Banking with Leumi

Bank Leumi is a relationship-focused boutique bank with global reach. Headquartered in New York City, we also have offices in Chicago, Los Angeles, Palo Alto and Aventura, with a representative office in Tel Aviv.

Industry Expertise

We’re focused on key commercial sectors. We understand your needs and know how to help you attain your goals.

Personal Relationships

We value relationships. We believe in creating success together.

History & Experience

We’ve been successfully managing wealth for over 115 years. And our Israeli heritage offers a gateway to Israeli-related investment opportunities.

Community Involvement

We’re making a difference in our communities by committing our time, energy and financial resources to nonprofits and charities.

You are welcome to check the background and experience of our bankers with the BrokerCheck by FINRA.