Asset diversification Altshuler Shaham manages multi-asset solutions and a broad array of investment services including mutual funds, pensions, education funds, real estate abroad, futures and hedging, and digital currencies. Potential sales opportunity: offer specialized hedging, global real estate and digital asset services to deepen client diversification for high-net-worth individuals and institutional clients.

Global investments The firm already handles foreign investments, foreign currency hedging and international investment vehicles. Potential sales opportunity: introduce advanced cross-border custody, FX optimization, and international fund ranges to institutions seeking broader geographic exposure and payroll/treasury services.

Digital assets Services include buying and selling digital currencies and digital currency cards, indicating a digital assets capability. Potential sales opportunity: promote secure custodial solutions, digital asset advisory, and regulated trading infrastructure to banked and corporate clients seeking exposure to crypto and tokenized assets.

Scale and reach With 501-1000 employees and a large asset base overseen for private, corporate, and institutional clients, Altshuler Shaham presents a broad client base and distribution channels. Potential sales opportunity: offer enterprise-grade fintech integrations, CRM and data analytics tools, or white-labeled investment platforms to scale client onboarding and service delivery.

Recent acquisitions Frequent outward investments in mid-to-large assets through stakes in diversified companies (Lockheed Martin, Booz Allen Hamilton, Marsh & McLennan, Cognex, Roper Technologies, etc.). Potential sales opportunity: position consulting, risk management, and technology due diligence services, as well as research and market intelligence subscriptions to support ongoing advisory capabilities.