What is UBS's primary focus in Israel?

UBS operates in Israel offering wealth management, investment banking, brokerage, underwriting, and M&A services.

When did UBS establish its presence in Israel?

UBS has been active in Israel since 1996 and became a member of the stock exchange in 1997.

Where is UBS's Israeli headquarters located?

UBS's Israeli headquarters is located in Herzliya Pituach, Israel.

What are UBS's preferred investment stages?

UBS prefers to invest in Series B stage companies.

Which sectors does UBS prioritize for investments?

UBS's preferred sector for investments is Fintech & Insurtech.

What is the investment thesis of UBS Next, the venture and innovation unit of UBS?

UBS Next invests in technologies that have a strong competitive position, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

Who is the Interim Market Head of Wealth Management in Israel for UBS?

Yariv Shaphyr serves as the Interim Market Head of Wealth Management in Israel for UBS.

UBS (Israeli)

UBS provides wealth management, asset management, and investment banking services in Israel, with a focus on technology and innovation.

Corporate VC Herzliya Pituach, Israel Est. 1996

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Last updated 2026-07-23

Portfolio

in our dataset

Rounds participated

Rounds led

Rounds' value

$650.4M

total disclosed, rounds participated

Stages

Seed, Series A, Series B, Series C, Series D, Series E

About

UBS is a global financial services firm with a strong presence in Israel, offering comprehensive wealth management, asset management, and investment banking solutions. The company has been operating in Israel since 1996 and established a dedicated wealth management office in 2012. In 2021, UBS launched an R&D center in Israel to focus on cybersecurity and develop innovative tools for its financial services. Through its venture arm, UBS Next, it also invests in promising Israeli technology startups.

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Q&A

What is UBS's primary focus in Israel?: UBS operates in Israel offering wealth management, investment banking, brokerage, underwriting, and M&A services.
When did UBS establish its presence in Israel?: UBS has been active in Israel since 1996 and became a member of the stock exchange in 1997.
Where is UBS's Israeli headquarters located?: UBS's Israeli headquarters is located in Herzliya Pituach, Israel.
What are UBS's preferred investment stages?: UBS prefers to invest in Series B stage companies.
Which sectors does UBS prioritize for investments?: UBS's preferred sector for investments is Fintech & Insurtech.
What is the investment thesis of UBS Next, the venture and innovation unit of UBS?: UBS Next invests in technologies that have a strong competitive position, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
Who is the Interim Market Head of Wealth Management in Israel for UBS?: Yariv Shaphyr serves as the Interim Market Head of Wealth Management in Israel for UBS.

Full data — links, identifiers, deals & radar signals (jobs, patents, research, more)

External links

Website	ubs.com/israel/en/wealth-management.html

Identifiers & details

Legal name	U.B.S. WEALTH MANAGEMENT ISRAEL LTD
Founded	1996

Radar intelligence

Web history (Wayback)

Domain	ubs.com