The Halman-Aldubi Group, specializing in providing pension services, pension savings products and business services, is considered one of the leading and most creative and unceasingly innovative groups. The group's unique features are specialization and focusing on fields in which the group has a proven relative advantage over other entities, especially in fields of investment in a range of pension savings products. This advantage, together with its professionalism, standard of service and business integrity, is what led the group and its clients to achievements and successes over the years.
Rony Halman - founder and principal shareholder; presently serving as Chairman of the Board of Directors.
Uri Aldubi - founder and principal shareholder; presently serving as CEO of the Group.
Capernaum Finance SA (principal shareholder in Halman-Aldubi Finances Ltd.) - a company incorporated in Luxemburg, belonging to a Canadian group of investors owned by Mr. Peter Friedmann.
For a chart of the principal shareholders: click here
Halman-Aldubi Provident and Pension Funds Ltd. is a private company for the management of provident funds, pension funds and further study funds. The company manages assets of approximately NIS 7 billion for more than 250,000 members and about 3,500 employers. The company specializes in the field of intermediate and long-term pension savings plans, and the broad range of investment products it offers enables you to make an educated choice out of the great variety of pension savings plans, and to adapt them to your personal requirements.
Halman-Aldubi Provident and Pension Funds Ltd. does not belong to a bank, an insurance company or a broker, therefore the company is completely independent in managing its members' money. This independence assures that decisions taken will be pertinent, devoid of conflict of interest and foreign considerations.
The company has a broad range of provident funds and pension savings plans. All these are managed with a flexibility enabling easy and rapid transition (subject to the provisions of any law) between channels, as appropriate for your preferences and requirements.
Halman-Aldubi Comprehensive Pension Fund is a pension fund which was the first in Israel to adopt the principles of the "Chilean model". This model is characterized by a number of investment plans distinguished from one another by the mix of investments, the character and term of the investment according to age group. The unique investments structure assures maximum correlation between the term of the investments and the member's profile and requirements, in direct proportion to the saving or consumption period.
Halman-Aldubi Pension Insurance Agency (2005) Ltd. is a pension agency and not a pension consultant. Furthermore, Halman-Aldubi Provident and Pension Funds Ltd. has an interest in the pension products described on this website that are managed by Halman-Aldubi Provident and Pension Funds Ltd. (as the term "interest" is defined in the Law of Control of Financial Services (Engagement in Pension Consulting and Marketing) 5765-2006 (the "Consulting Law"), which are marketed by Halman-Aldubi Pension Insurance Agency (2005) Ltd., and to which therefore it might give preference, all subject to the provisions of the Consulting Law.
Eitan Etzioni, the company's CEO, has vast experience in investment portfolio management. Eitan Etzioni has served as manager of the Israel Discount Bank's large clients' investments department, as Deputy Manager of the Bank's Nostro department and portfolio manager at Oppenheimer Capital in New York. Etzioni holds an MBA, cum laude, degree from Wharton University, U.S.A.
Halman-Aldubi Etzioni Portfolio Management Ltd. is defined as a small investments house within a large investments house, which enables it to provide personal attention to every client and maximum consideration for every investments portfolio, in combination with the resources of a large investments house, providing support in the areas of analysis, back-up and control.
Halman-Aldubi Institutional Portfolios Management Ltd. manages provident funds portfolios in this sector worth about NIS 2.5 billion under license from the Securities Authority.
Halman-Aldubi Institutional Portfolios Management Ltd. has a proven relative advantage both from the aspect of the know-how and experience accumulated and from the service it is able to provide to provident funds whether within the sector as a whole or for individual plants.
The Company provides complete, comprehensive and professional solutions to all regulatory requirements, including administrative enforcement in the securities field.
The investments are managed by senior, licensed investment managements, with considerable experience in the capital market, each manager being in charge of a limited number of portfolios so that he can devote the appropriate attention to each one.
The Company obtains services from the Group's Investments Division, consisting of the Departments of Commerce, Accounts and Control, Securities Operation and Research, and provides reports, data surveys and all required information to the institutional entity's Investments Committee and Board of Directors in the field of investments management. Furthermore, the Investment Division also provides full service with respect to credit and dealing with problematic debts, including Credit Committee and Debt Forum, as well as responding fully to the requirements of the Ministry of Finance.
The Halman-Aldubi Group avoids conflict of interest. For that reason it does not manage a "Nostro" portfolio, it does not deal in exchange traded funds or structured products, nor does it engage in underwriting or brokerage.
Israel Opportunity - Energy Resources, Limited Partnership is a limited partnership of oil and gas explorations in Israel. It was established according to a limited partnership agreement between the Trustee, as limited partner, and the general partner. The partnership was registered on February 24th, 2010 according to the Partnership Ordinance - 1975.
The limited partnership is managed by the General Partner "Israel Opportunity – Oil and Gas Exploration Ltd.", owned by Halman-Aldubi Finances Ltd.
The Limited Partner, "Israel Opportunity – Oil and Gas Trustees Ltd." is the trustee which holds the participation units and the warrants, allotted by the limited partnership (and which provide the participation rights of the limited partner's rights in the limited partnership)
The limited partnership aims to acquire diversified licenses, as set forth in the limited partnership agreement, all subject to the approval of the Petroleum Commissioner.
For Israel Opportunity - Energy Resources, Limited Partnership website, click here
Prime Software Systems Ltd.
The leading company in Israel providing software solutions for financial assets management from the aspects of financing, accounting, taxation, cash flows, auditing, loans, deposits and securities in Israel and abroad The company's systems are installed in large concerns, companies, provident funds and insurance companies.
Halman-Aldubi considers social involvement and contribution to the community in which it operates to be of great importance. The Group views education as a principal tool for the advancement of tomorrow's generation and therefore it has chosen to invest in social activity in the field of education. The company Future for the Youth Ltd. (Atid Lano'ar) was established with this vision in mind.
