Trust Funds

In light of the fundamental changes in regulation and trust funds management over the past years, Rosenblum-Holtzman has taken the required measures to handle them professionally: Fund hosting – trust funds who’s investments are managed by external investment managers, a large increase in the scope of investments abroad over a broad geographic span, establishing trust funds specializing in unique investment channels, establishing new types of trust funds (Fund of Funds, monetary funds, etc.), material regulatory changes over the trust funds’ activities, etc.

The firm has executed many projects in the field of Trust Funds, among them field audits of numerous fund managers for a trust company, and risk assessment of fund managers. The firm’s partners have experience auditing the most prominent trust funds in the capital market in Israel.