Meitav Dash

Investment decisions are led by CEO Shlomo Maoz, with oversight from Chairman Yair Geva. The firm operates through Meitav Dash Investment House, which employs a team of portfolio managers and analysts focused on Israeli and global markets.

Meitav Dash primarily serves institutional clients, including pension funds, provident funds, and insurance companies. The firm also offers asset management services to other financial institutions and, through its publicly traded structure, provides investment products accessible to a broader investor base.

No, Meitav Dash is a publicly traded asset management firm listed on the Tel Aviv Stock Exchange. Unlike a family office, which manages wealth for a single family, Meitav Dash serves multiple institutional clients and has a corporate governance structure with public disclosure requirements.

Meitav Dash manages a diversified range of investment strategies, including equities, bonds, money markets, and alternative assets. The firm focuses on both domestic Israeli investments and international asset allocation, with a particular emphasis on institutional-grade mandates.

Meitav Dash has offices in Herzliya (Israel), Boston, Los Angeles, New York, London, and Hong Kong. The global footprint supports its institutional client base and international investment activities.

Meitav Dash generates returns through active management of traditional and alternative asset classes, focusing on both Israeli and international markets. The firm employs a multidisciplinary approach, leveraging its global presence to identify investment opportunities across different geographies and sectors.

As a publicly traded company, Meitav Dash is regulated by the Israel Securities Authority (ISA) and the Tel Aviv Stock Exchange. The firm also complies with requirements from the Capital Market, Insurance, and Savings Authority, which oversees institutional investment products in Israel.