Bnei Cohen, former CEO of the portfolio management company of Excellence, will join the investment house Analyst. Calcalist has learned that Cohen will be appointed CEO of the portfolio management company of the investment house.
Read more in Calcalist:
The Investment House Analyst is mainly engaged in the field of mutual funds, mutual funds and portfolio management. It seems that the investment house is also aimed at accessing additional investment products.
As part of his new role, Cohen (47) will also take part in the development of alternative investment products that will thicken the portfolio of the investment house, which currently manages about NIS 17 billion for private and institutional clients.
Bnei Cohen Photo: Uriel Cohen
Cohen left Excellence a few months ago, where he served as the CEO of the portfolio management company, and as the VP of sales for Kesem Mutual Funds of the Excellence Group.
Cohen said today: “I join the analyst at a time when more than ever investors need stable and considered anchors, while managing investments that knows how to combine the client’s needs and desires with the ability to initiate, and constantly optimize asset mixes.”
An analyst is a public investment house traded on the stock exchange at a value of NIS 205 million. It is owned by Shmuel Lev and Ehud Shiloni and managed by Itzik Shnidovsky. An analyst will publish its third quarter results next week. The investment house ended the first half of 2020 with a loss of NIS 11.3 million, compared with a profit of NIS 12.7 million in the corresponding period. The loss was due to the corona and avalanche crisis in the markets that accompanied it.
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