Shai Amir (54) has been appointed Director of the Premium Department at IBI Portfolio Management. In his position, he will manage the High Net Worth Individuals premium customer department for customers with great financial wealth and qualified customers.
Shai joins IBI after accumulating more than 25 years of experience in a variety of activities in the capital market and in senior management positions in the field of investments.
For the past two years, Shai has served as Psagot Securities’ VP of Sales. NIS 1 billion in the financial and pension field and as marketing manager of the Platinum desk in Psagot for customers with great financial wealth and senior customers in Israel.
In his previous positions, he served as the director of the financial department of the Shekel Group, managed the financial products, was close to the director of the long-term savings division at Ayalon Insurance Company, and served as the director of the international clearing house at the Tel Aviv Stock Exchange.
Shai holds a Master’s degree in Business Administration (Executive MBA) from the University of Haifa and a Bachelor of Business Administration from the University of Haifa.
Alon Dori, CEO of IBI Portfolio Management: “IBI is the second largest company in Israel in the field of portfolio management. One of IBI Portfolio Management’s specializations is in the field of portfolio management for qualified clients, which requires the highest level of service, including personalization of unique investments and unique portfolios and in-depth knowledge and understanding of the complex financial markets. Shai joins us as the director of the premium department in a decision to further strengthen the field by expanding the professional team, the basket of products and services. Shai brings to the position extensive knowledge, expertise and experience in the field. I am confident that it will add great value to our customers and contribute to the continued success of the company and its leadership. “
Shai Amir: “After about a decade at Psagot, in senior management positions, I am happy to join a leading and professional investment house as IBI. Investors’ money in light of the opportunities and challenges expected in the market in the coming years. “
IBI Investment Portfolio Management is the second largest investment portfolio management company and manages assets with assets totaling more than NIS 30 billion. In recent years, the company has shown significantly higher growth rates than growth in the industry and is a market leader among capital-rich, corporate clients and specializes in managing institutional entities.