# Excellence Nessuah

Excellence Nessuah is a Bank / Wealth / Trust based in Petah Tikva, Israel.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Petah Tikva, Israel
- **Region:** Middle East
- **Address:** Petah Tikva, Israel
- **Founded:** 1992
- **Assets under management:** Undisclosed
- **Website:** excellence-nessuah.co.il

## Regulatory record

- **Reports private funds:** No

## About

Excellence Nessuah is an Israel-based investment organisation founded in 1992. It serves institutional investors, corporate clients, and high net worth individuals. The firm focuses on private equity investments in the financial services sector.

## Questions

### Who controls Excellence Nessuah?

Excellence Nessuah operates as the primary investment-management subsidiary of Phoenix Holdings, one of Israel's three largest insurance and asset-management groups. Phoenix is publicly traded on the Tel Aviv Stock Exchange and is controlled by a consortium of international institutional investors. Excellence's day-to-day investment decisions rest with dedicated portfolio-management teams operating under Phoenix's governance framework.

### Which investor types does the firm primarily serve?

The client base splits between Israeli institutional investors — pension funds, municipalities, and non-profits — and retail investors who access Excellence's mutual fund and provident fund products through banks, agents, or the Phoenix distribution network. The wealth desk additionally serves family offices and high-net-worth individuals, particularly those with cross-border Israel-diaspora ties.

### How does Excellence Nessuah fit into Israel's pension market?

Under Israeli law, every salaried employee must contribute to a pension vehicle, and employers select from a government-approved list of default funds. Excellence competes for these mandates through its provident and pension-fund range, giving the firm a structural flow of monthly contributions. That regulatory tailwind makes the defined-contribution pension business a material driver of net new assets.

## Related profiles

- [Excellence Initiative](https://altss.com/profile/excellence-initiative)
- [Excellence Patrimoine](https://altss.com/profile/excellence-patrimoine)

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Last updated: 2026-06-03T20:00:00.000Z

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