Bank Leumi Expands Private Banking Business in South Florida

Renewed focus to serve the growing Latin American community in the region, offering custom solutions including wealth management and estate planning

NEW YORK--()--Bank Leumi, a leading financial services firm and one of the top banks in Israel, today announced an initiative to further bolster the capabilities of its Private Banking business serving the specific financial needs of the burgeoning Latin American community in South Florida. Leumi has identified a dedicated team of banking experts – fluent in Spanish, Portuguese and English – who will help clients take advantage of global investment opportunities as they navigate the challenges of transitioning from Latin America to Florida. Clients will have access to a full-suite of wealth management services, including cash management, portfolio creation and maintenance, estate planning and more.

With decades of experience on the ground in both Latin America and South Florida, Leumi is well-versed in the specific business and financial issues that clients may face as they shift between these two different markets and cultures. A team of multi-lingual Private Bankers offers each client the hands-on services of a boutique bank while drawing on Leumi’s strength as a major financial institution to provide a full-service plan.

“As we continue to count more and more Latin Americans among our neighbors each year, we are well-positioned to be their go-to resource for the full range of wealth management services specific to their needs,” said Varda Tal, First Vice President and Team Leader for Private Banking in South Florida. “Our highly specialized group is committed to this market. We are focused on delivering a growing suite of banking and investment services, combined with our signature high-touch service, to even more members of the South Florida community.”

Leumi’s Private Banking team is comprised of nearly 100 employees in the U.S., with approximately 40 based in the bank’s Aventura, Florida office. The Aventura office serves clients throughout the surrounding area, from West Palm Beach to Miami.

About Leumi
Bank Leumi USA (Leumi) is a full-service commercial and private banking institution providing financial services to middle market firms, as well as a full range of private banking solutions to domestic and international clients. Leumi also offers a broad range of securities and insurance products through its brokerage subsidiary, Leumi Investment Services Inc. More information about Leumi is available at www.leumiusa.com.

Contacts

Media:
Leumi
Debra Bar, 917-542-2353
debra.bar@leumiusa.com
or
Intermarket
Jade Faugno, 212-754-5425
jfaugno@intermarket.com

Release Summary

Leumi launches initiative to further expand the capabilities of its Private Banking business serving the Latin American community in South Florida.

Contacts

Media:
Leumi
Debra Bar, 917-542-2353
debra.bar@leumiusa.com
or
Intermarket
Jade Faugno, 212-754-5425
jfaugno@intermarket.com