Phoenix W Partners With Bernstein to Expand Israeli Wealth Management
Phoenix W partners with Bernstein Private Wealth Management to bring global investment platforms and advanced wealth advisory services to affluent clients in Israel.
The Phoenix W, the wealth management arm of Phoenix Investment House, announced a strategic partnership with Bernstein Private Wealth Management, the private wealth division of AllianceBernstein. The collaboration aims to expand high-end wealth management services in Israel by combining local expertise with global capabilities.
Global Investment Access and Alternative Assets
Under the partnership, affluent private clients and wealthy families in Israel meeting eligibility criteria will gain direct access to Bernstein's global investment platform, capital planning expertise, and advisory services. Clients will receive tailored solutions including:
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Global markets exposure across equities, fixed income, and exchange-traded funds (ETFs).
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Alternative investments, including hedge funds, private equity, real estate, and structured solutions.
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Comprehensive financial planning covering retirement, trusts, intergenerational wealth transfer, and philanthropy.
Executive Insights on Cross-Border Finance
"We identify a growing demand among our clients for advisory services connecting their financial conduct in Israel with global market opportunities. Bernstein's long-standing experience makes it a natural partner for Phoenix W," said Yehonatan Itin, Chairman of Phoenix W.
Onor Arzan, President and Head of Global Private Wealth at AllianceBernstein, added that the alliance reflects the increasing demand among Israeli investors for comprehensive advice combining investment management with advanced capital planning in a complex global financial landscape.
