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IBI Investment House
IBI Investment House is a financial institution founded in 1971 in Tel Aviv, Israel. It offers portfolio management, mutual fund management, and institutional...
IBI Investment House
IBI Investment House is a financial institution founded in 1971 in Tel Aviv, Israel. It offers portfolio management, mutual fund management, and institutional brokerage services. The company provides a range of financial services in the non-banking sector.
General information
Firm type
Bank / Wealth / Trust
Year founded
1991
AUM
Undisclosed
Location
Region
Middle East
Country
Israel
City
Tel Aviv
Corporate office
Tel Aviv, Israel
Principals
Dave Lubetzky
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at IBI Investment House?
Dave Lubetzky is the CEO of IBI Investment House and oversees the group's strategy. Investment decisions are decentralized across boutique units — IBI Mutual Funds runs portfolio management for public-market mandates, IBI Real Estate manages property investments, and the investment banking division executes underwriting and advisory transactions. Specific portfolio managers lead each boutique.
How is IBI Investment House structured relative to Israeli bank-owned asset managers?
IBI is independently owned and publicly traded, unlike many Israeli asset managers that sit inside large banking or insurance conglomerates such as Bank Hapoalim, Bank Leumi, or Migdal. This independence means IBI's underwriting and asset management arms operate without the cross-ownership conflicts that can arise when a bank's investment arm underwrites a stock its brokerage division also recommends.
Does IBI Investment House participate in fund commitments or only direct investments?
IBI operates primarily as a sponsor and manager of its own vehicles. It runs mutual funds, ETFs, provident funds, and direct real estate investments. The firm's investment banking unit structures and underwrites direct equity and debt issuances rather than committing to third-party funds as a limited partner.
What asset classes does IBI Investment House cover?
IBI's boutiques cover Israeli equities, fixed income, global equities (including S&P 500-linked ETFs), real estate development and management, and alternative investments through its investment banking underwriting mandates. The firm's mutual fund and ETF platforms serve both retail and institutional Israeli investors.
Is IBI Investment House connected to any philanthropic structures?
There is no publicly disclosed philanthropic foundation directly tied to IBI Investment House as a corporate entity. Public records show limited information on any formal philanthropic architecture.
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