Phoenix Investment House

Phoenix Investment House is a prominent Israeli financial, insurance, and investment group, managing over $100 billion in assets. The group offers a comprehensive suite of services, including multi-line insurance, asset management, credit, and financial product distribution, serving a significant portion of Israeli households. Its diverse portfolio reflects a robust presence in Israel's financial sector.

The group's investment strategy encompasses a wide array of asset classes, such as fixed income, equity, real estate, private equity, and venture capital. Phoenix Investment House engages in investments across various stages, including early stage, growth, late stage, pre-IPO, buyout, turnaround, and distressed situations. This diversified approach enables the firm to cater to a broad spectrum of investment opportunities.

Phoenix Investment House has demonstrated a strong track record in executing strategic acquisitions to enhance its market position. Notably, in December 2023, the firm acquired actively managed mutual funds with NIS 22 billion in assets under management from Psagot Investment House, further solidifying its leadership in asset management. This acquisition aligns with Phoenix's growth and value creation strategy, aiming to strengthen its presence in the Israeli financial market.

In July 2025, Phoenix increased its stake in Phoenix Agencies, a leading platform in Israel consolidating insurance agencies, brokers, benefits administrators, retirement planners, and advisors, from 78% to 95%. This move is part of the company's strategy to accelerate value creation in its platform for brokers and advisors, anticipating accelerated growth and updated strategic targets for Phoenix Agencies.

Additionally, in December 2025, Phoenix Financial announced a strategic partnership with Blackstone, the world's largest alternative asset manager. Under this agreement, Phoenix and Blackstone will collaborate across a range of credit strategies, including corporate, real estate, and asset-based credit, with Phoenix investing up to $5 billion across these strategies. This partnership aims to leverage Blackstone's global credit origination capabilities and provide additional co-investment opportunities for Phoenix's clients.

These strategic initiatives underscore Phoenix Investment House's commitment to growth, diversification, and delivering value to its clients and shareholders in the dynamic Israeli financial landscape.