Company I.B.I Investment House Ltd. TEL AVIV STOCK EXCHANGE

Equities

IBI

IL0001750186

Investment Management & Fund Operators

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Group companies

Sector

Sales per Business

Sector Investment Management

Inactive Instrument

I.B.I Investment House Ltd. is an Israel-based company, which specialize in various aspects of the capital market through its subsidiaries, primarily on the Tel Aviv Stock Exchange. The Company provides brokerage services to private, corporation, institutional and public clients through its subsidiary Israel Brokerage and Investments, I.B.I. Ltd. Its investment management is done through AMBAN, Resource Allocation in Trust Ltd. The Company through I.B.I Mutual Fund Management (1978) Ltd. develops, manages and markets different mutual funds. In addition, I.B.I Investment House Ltd. provides underwriting services for public and private offerings and covers mergers and acquisitions through its subsidiary Poalim-I.B.I Management and Underwriting Ltd.

ILS in Million	2022	Weight	2023	Weight	Delta
Trading Services, Custody 35.7 %	210	32.0 %	289	35.7 %	+37.59%
Alternative Investment Management 22.2 %	200	30.6 %	179	22.2 %	-10.44%
Management of Trust Funds and Portfolio Management 16.9 %	139	21.2 %	137	16.9 %	-1.77%
Capital Management and Operation Services 16.0 %	87	13.3 %	129	16.0 %	+48.36%
Pension and Financial Agencies 6.4 %	-	-	52	6.4 %	-
Self Investment 2.1 %	-4	-0.6 %	17	2.1 %	-506.47%
Others and Adjustments 0.4 %	21	3.2 %	3	0.4 %	-86.30%
Issuance and Underwriting 0.3 %	2	0.3 %	3	0.3 %	+46.41%

ILS in Million	2022	Weight	2023	Weight	Delta
Israel 100.0 %	655	100.0 %	808	100.0 %	+23.32%

Managers	Title	Age	Since
David Lubetzki CEO	Chief Executive Officer	45	09-11-17
Dror Tena DFI	Director of Finance/CFO	61	02-08-28
Ido Dov Kook CHM	Chairman	61	09-11-17
Meir Tubi CTO	Chief Tech/Sci/R&D Officer	60	14-02-19
Elah Alkalay BRD	Director/Board Member	61	06-12-31
Ron Weisberg BRD	Director/Board Member	57	08-05-05
Ron Shuhtovich LAW	General Counsel	41	22-11-30
Shlomo Hanam AUD	Comptroller/Controller/Auditor	46	22-04-27
Shiri Levinson Raz HRO	Human Resources Officer	48	15-11-18
Oren Ofek PRN	Corporate Officer/Principal	44	15-11-30

Members of the board	Title	Age	Since
Ron Weisberg BRD	Director/Board Member	57	08-05-05
Elah Alkalay BRD	Director/Board Member	61	06-12-31
David Lubetzki CEO	Chief Executive Officer	45	09-11-17
Ido Dov Kook CHM	Chairman	61	09-11-17
Shlomo Zohar BRD	Director/Board Member	70	22-08-17
Rina Shafir BRD	Director/Board Member	60	21-02-09
Rani Haj Yahya BRD	Director/Board Member	46	17-08-25
Nathaly Kremer BRD	Director/Board Member	65	22-07-03

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	15,444,355	2,109,157 ( 13.66 %)	2,757,834 ( 17.86 %)	13.66 %

Name	Equities	%	Valuation
David Lubetzki 21.38 %	2,711,112	21.38 %	76 M ₪
David Weisberg 21.35 %	2,707,112	21.35 %	76 M ₪
Yaacov Alexander 19.14 %	2,427,040	19.14 %	68 M ₪
Emanuel Kook 19.14 %	2,427,040	19.14 %	68 M ₪
Ido Dov Kook 2.311 %	293,060	2.311 %	8 M ₪
Analyst IMS Mutual Funds Management (1986) Ltd. 0.7130 %	90,417	0.7130 %	3 M ₪
Dror Tena 0.2176 %	27,600	0.2176 %	777 443 ₪
Alumot Sprint Mutual Funds Management Ltd. 0.1149 %	14,570	0.1149 %	410 411 ₪
Ayalon Mutual Funds Ltd. 0.0648 %	8,215	0.0648 %	231 402 ₪
IBI Mutual Funds Management (1978) Ltd. 0.0642 %	8,144	0.0642 %	229 402 ₪

I.B.I. Investment House Ltd.

Shalom Tower 9 Ahad Ha'Am Street

65251, Tel Aviv

http://www.ibi.co.il

address I.B.I Investment House Ltd.(IBI)

Name	Category and Sector
IBI Mutual Funds Management (1978) Ltd. IBI Mutual Funds Management (1978) Ltd. Investment ManagersFinance IBI Mutual Funds Management (1978) Ltd. (dba IBI Fund Management) is a mutual fund management firm headquartered in Tel Aviv, Israel. The firm was founded in 1978 and is a subsidiary of I.B.I. Investment House Ltd. (TLV: IBI). IBI Fund Management develops, manages and markets a wide variety of mutual funds.	Investment Managers
IBI Amban Asset Management Ltd. IBI Amban Asset Management Ltd. Investment ManagersFinance Part of I.B.I. Investment House Ltd., IBI Amban Asset Management Ltd. provides investment advice. The private company is based in Tel Aviv, Israel.	Investment Managers
Israel Brokerage & Investments IBI Ltd. Israel Brokerage & Investments IBI Ltd. Investment ManagersFinance Part of I.B.I. Investment House Ltd., Israel Brokerage & Investments IBI Ltd. is an Israeli company that provides investment management and trading services. The private company is based in Tel Aviv, Israel.	Investment Managers
IBI Capital Compensation & Trusts (2004) Ltd.

Financials

Banking & Investment Services

Investment Banking & Investment Services

Investment Management & Fund Operators

Investment Management

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Investment Management