WHO ARE WE ?

Patriot - The Patriot MIM-104 is a medium-range surface-to-air missile system built by the United States and used by the Israeli military, serving as a defense system.
Like this missile Patriot Holding Israel defends the interests of our customers.

Patriot Holding Israel is a management company created and based in Israel in the heart of Tel Aviv since 2008. We hold the status of wealth management company approved by the authority of the Israeli financial markets (ISA) - License registered n ° 667.

Patriot Holding Israel offers personalized investment solutions, through direct financial investments and also specialized in the selection and distribution of funds. In a volatile and complex economic environment, We aim to offer a tailor-made service of excellence to private or institutional clients with the sole priority of creating value while minimizing risk and thus preserving your portfolio and the future of your family.

Patriot Holding Israel has a team of specialists dedicated to finding solutions that best meet your expectations. In our brand, we affirm that your financial situation is unique and that it requires a particular and tailor-made approach. Investment advice is only offered once we have a full understanding of your situation after an appointment with our managers. We are committed with loyalty, diligence and independence in the interest of all our customers. Our management expertise is based on an in-depth understanding of regulatory, accounting, tax and investment objectives for our clients.

Our quality charter establishes the following principles: Integrity in relations with our customers, our partners and our competitors:

Transparency towards our customers and compliance with regulations.
Professionalism, with recognition of the primacy of clients' legitimate interests and efficiency. One such aspect includes privacy and professional discretion,
managing conflicts of interest, and handling customer complaints.

With more than 30 years of experience in the financial markets, our team is present through solid partnerships in the main European markets, such as Paris, London, Geneva and Luxembourg and has a network of more than 500 contacts across the world.

Our added value lies in our mastery and knowledge of the sector and financial players as well as our experience.