The Leumi Group
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Transcript of The Leumi Group
The Leumi Group
Leumi Global Network
Leumi Banking Facilities and Financial Services
Founded in London in 1902 as “Anglo-Palestine Banking Co.” Opened first branch in Jaffa in 1903 Nominated as central bank of the state of Israel in 1948 Named “Bank Leumi” in 1950
The History of Bank Leumi
Over 112 years in banking services More than $313. billion total managed assets $7.6 billion in equities 274 Branches in Israel, 52 Offices in 15 countries Around 13,000 employees Broad array of banking and financial services Access to global markets and global expertise
Leumi Banking Facilities and Financial ServicesThe History of Bank Leumi
Leumi Wins Awards
Euromoney’s esteemed private banking survey has found that Bank Leumi unequivocally offers the “Best Private Banking in Israel 2009“.
World Finance Magazine has proclaimed Bank Leumi the “Best Banking Group in Israel 2012”.
Global Finance Magazine has selected Bank Leumi as the "Best Trade Finance Bank in Israel 2011-2013“ and the " Best Foreign Exchange Provider 2012-2013“ .
The prestigious banking magazine, The Banker has declared Bank Leumi the “Best Bank in Israel 2010”.
Leumi Wins Awards
Financial Statement – Leumi GroupAssets and Liabilities
2013 2012 2011
Total Assets 107.9 100.8 95.7Credit to Public, Net
69.4 64.6 63.2
Deposits of the Public
82.4 77.6 73.1
Shareholders’ Equity
7.6 6.7 6.1
Off Balance 205.1 164.3 139.4Total Managed Assets
313.0 265.1 265.0
Representative Exchange Rates for December 31st
3.471 3.733 3.821
(in $ billions)
Leumi Group
2013 2012 2011Return on Equity 7.6 3.8% 8.3
Deposits / Total Assets
76.4 77.0% 76.4
Shareholders Equity / Total Assets
7.1 6.6% 6.4
Shareholders Equity / Risk Assets
14.82 14.87% 14.34
Tier One Capital 9.43 8.55% 8.07
Major Financial Ratios in Annual Terms)%(
Rating
Private Banking and Commercial Solutions
Special Clients
Financial wealthA range of assets and investmentsGlobal operations
Special Requirement
sExpert service
Personal attentionDiscretion
An Array of Products and Services
Full Banking Services
Dealing Rooms & Financial Markets
Multi-Currency Time Deposits
Finance & Credit
Facilities & Mortgages
Mutual Funds Structured Products
Fiduciary Services
International Trading
International Lending
RomaniaU.K.LondonJersey
USANew YorkCaliforniaFloridaChicago
IsraelTel AvivJerusalemHaifaHertzeliaPituach
SwitzerlandZurichGeneva
Luxembourg
Tailor madeportfolio
Personal Adaptation of Asset Allocation
LiquidityPreserving theCapitalRegular income
Interested in increased riskInterested in reducing risk
Short termMedium termLong term
One timeRegular incomeAnticipated income
What is the aim of theinvestment?
What is the investor’sattitude towards risk?
What is the range of theinvestment?
What are the financialresources of the investment?
Creating Value for the CommunityAlongside its business activities, Bank Leumi invests extensive
resources in the development and empowerment of the State of
Israel.
Leumi's central vision is to be "a banking group which is
involved and contributes to the welfare of the community".
Since its establishment over a century ago, Bank Leumi has contributed towards the development and prosperity of the Zionist enterprise and is deeply involved in community work.
Leumi Group’s Social Investments
Leumi and the Community
Leumi Leads the Way to Social ResponsibilityLeumi is the first financial body in Israel to publish a full Social Responsibility Report pursuant to the international instructions of the GRI organization. Leumi has established a special funddevoted to educational projects for youth and under privileged families. In 2013, Leumi was awardeda Platinum rating for corporateresponsibility by theMaala Organization.
Leumi and the Community
Leumi takes Environmental ResponsibilityLeumi places much importance on preserving the environment and dedicates much effort to reducing its environmental effect. Leumi is the first bank in Israel to receive the stamp for Green construction awarded by the ISI.
“The Israel Accessibility” Citationto Leumi Leumi is the first Israeli bank to enter and receive the “Israel Accessibility” citation for executing adjustments to its branches for the purpose of convenient access to handicapped customers.
Leumi at Your ServiceIn IsraelGPB DivisionTel AvivTel: +972-76-885-7717
GPB CentersIPB Centers – For Int’l ClientsTel AvivTel: +972-3-621-7333 +972-3-621-7444JerusalemTel: +972-2-620-1811
PB Centers- For Israeli ClientsTel AvivTel: +972-3-623-7333JerusalemTel: +972-2-620-1887HasharonTel: +972-9-960-9311HaifaTel: +972-4-835-0333
RepresentativesBank Leumi USATel: +972-9-971-5632
SwitzerlandTel: +972-9-955-9571
SubsidiariesBank Leumi USAHead OfficeTel: +1-917-542-2343Regional OfficeTel: +1-212-626-1355
SwitzerlandZurichTel: +41-58-207 -9111GenevaTel: +41-58-207-3555
LuxembourgTel: +352-346390
United KingdomTel: +44-20-7907-8000
RomaniaTel: +40-21-206-70-75
UruguayMontevideoTel: +598-2-628-0223Punta del EsteTel: +598-42-44303/4
Representatives Canada
MontrealTel: +1-514-931-4457
MexicoTel: +52-555-294-6155
ChinaShanghaiTel: +86-(21)-6085-9213
LuxembourgTel: +972-54-562-9499
Legal Disclaimer This document is not to be construed as a recommendation in any way. Investment decisions need to be determined based on full knowledge of the terms and conditions of each investment. Investment strategies need to be tailored to the financial goals and risk profile of the portfolio. This document is for informative purposes only.
International Business Development Head Office of International Operations
Thank you.