“Altshuler Shaham Finance Ltd.” serves as the publicly traded entity within the Altshuler Shaham Investment House group. Altshuler Shaham Finance’s CEO is Yair Levinstein, with approximately 30 years of experience in the capital market.

The Company’s main area of ​​activity is long-term savings management through its subsidiary, “Altschuler Shaham Provident and Pension Ltd.”, headed by CEO Anat Knafo Tavor.

Altschuler Shaham Provident and Pension is one of Israel’s leading provident fund companies and holds the largest market share in terms of assets under management*.

Altshuler Shaham Finance Ltd. has been managing a growing range of activities in recent years—alternative investment management and distribution, led by the CEO of “Altshuler Shaham Alternative Ltd.”, Tzafrir Zanzouri.

This includes, among other things, the management of alternative investments in real estate and other sectors, as well as the marketing and distribution of alternative investments in real estate, private equity funds (PE), and global alternative funds through iFUNDS, which markets the range of funds from the international iCapital company within Israel.

In 2024, Altshuler Shaham Finance Ltd. expanded its operations by entering the non-bank credit sector and establishing Altshuler Shaham Credit Ltd. The new company, through its subsidiary, Altshuler Shaham Credit for Businesses Ltd., offers financing solutions aimed at fostering the growth and development of small and medium-sized enterprises. The Company is led by Co-CEOs Hagar Peretz-Dayan and Gil Topaz, who have extensive experience in the banking system.

This step is strategic-synergistic, as part of an ongoing process to expand the range of products and services for the Group’s customers.

“Altschuler Shaham Finance Ltd.” will continue seeking to expand its activities and businesses, with an emphasis on synergistic activities to manage pension savings for its 2.2 million customers, all while maximizing its capabilities and infrastructure.

Altshuler Shaham advocates a responsible and calculated investment policy, with a long-term perspective, alongside flexibility and open-mindedness. The primary objective of the Group’s investment managers is to identify global trends and developments while locating attractive investment opportunities.

“Altshuler Shaham Finance Ltd.” is controlled by “Altshuler Shaham Ltd.” and “Levinstein Yair Holdings Ltd.” The Company’s owners are renowned for their reputation, expertise, and decades of professional experience in the capital markets.