The Financial Institutions Group (FIG) operates a “value-added execution desk” in a niche market, offering tailored investment services to a diverse group of financial institutions. Our client list includes bank trust departments, independent trust companies, investment managers and private banks. We focus on offering advice and executing orders for buy and hold fiduciaries. The group also services brokers specializing in servicing the needs of high-net-worth individuals and families.
FIG is able to leverage Bank Hapoalim’s $60 billion balance sheet and experienced investment professionals in the servicing of our clients’ varied needs. We provide advice and information that is usually only available to the largest institutions. We derive satisfaction from being very proactive in anticipating customers’ demands, and from witnessing the organic growth of their assets under management and knowing we were able to participate in that growth.
Hapoalim Securities USA, Inc.
One Battery Park Plaza, 2nd Floor
New York, NY 10004
Team led by:
Michael Felix, Managing Director