Management of issue portfolios

An IPO Participation Portfolio is a track that enables private clients to take part in the institutional phase of new market offerings.

Through this structure, investors may benefit from preferred terms that were previously available only to institutional entities.

Participation is carried out through a licensed portfolio manager, in accordance with regulatory reforms that allow managed accounts to access the institutional stage of new offerings.

This track provides investors with exposure to unique opportunities in the primary market.

Proxima, composed of leading investment experts, will address all your investment needs and provide personal and continuous service throughout every stage of the investment process.

Proxima holds a portfolio management license from the Israel Securities Authority and complies with all legal requirements.

Proxima is covered by professional indemnity insurance as required by law.

The funds are managed in the investor’s bank account.

Proxima is guided by values of loyalty, personal service, professionalism, and transparency toward all its investors and partners.

Investing with Proxima Investment House allows clients to fully realize the potential of their available capital.

Whether you are a private, institutional, business, or public investor, we build a dedicated portfolio tailored to you.

We conduct a full assessment of your needs, goals, preferences, and risk profile.

Based on this evaluation, we create a mix of financial products designed specifically for you.

Diversifying investments across different assets is a smart and necessary approach, especially when done with professional guidance.

Investing in the future starts today.

As a Proxima client, you are involved throughout every stage of the portfolio-building process.

We work as partners, with professionalism and full transparency.

Investing with Proxima Investment House allows clients to fully realize the potential of their available capital.

Whether you are a private, institutional, business, or public investor, we build a dedicated portfolio tailored to you.

We conduct a full assessment of your needs, goals, preferences, and risk profile.

Based on this evaluation, we create a mix of financial products designed specifically for you.

Diversifying investments across different assets is a smart and necessary approach, especially when done with professional guidance.

Investing in the future starts today.

As a Proxima client, you are involved throughout every stage of the portfolio-building process.

We work as partners, with professionalism and full transparency.

Proxima is an investment and trading firm with a strong technological focus.

The company operates an extensive research department with a technology-driven approach.

Our research team is led by capital market professionals, working alongside data scientists and analysts.

This combination enables informed, data-driven investment decisions supported by a deep understanding of financial markets.

We recognize the impact of technology and place our investors at the forefront — with smarter investing than ever before.

For more information about Proxima’s services, please complete the following form

Proxima Investments Management Ltd. specializes in investment management, securities trading, and capital raising for financially rich business and private clients. Established in 2003 and licensed for portfolios management, we help our clients make the right and most founded decisions.

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