Eyal Regev
Senior Investment Advisor
High-Net-Worth Portfolios | Capital Markets | Investment Strategies
About
Over 30 years of experience managing investment portfolios, trading desks, and client strategy across Israel and Canada. Known for a personal approach to wealth building and a sharp eye for long-term value in global markets.
Experience
Discount Bank (2016-Present)
Senior Investment Advisor – International Private Banking Center
• Deliver Tailored International wealth management for UHNW clients
RBC Wealth Management, Canada (2012)
Investment Advisor
• Built new client portfolio and provide investment advice
• Focused on retention and cross-border investment strategies
Financial Immunities (2016)
Senior Financial Risk Manager
• Developed strategies to minimize corporates’ currency risks
Mizrahi-Tefahot Bank (2012–2016)
Senior Financial Advisor
First International Bank of Israel (2008–2011)
Portfolio Manager
• Led the banks’ proprietary trading desks for long & short-term strategies
• Focused on capital market execution and risk balancing
Education
Ono Academic College
MBA – Business
Administration, Finance
The College of Management Academic Studies
BA – Marketing and
business management
Skills
- Wealth Management
- Capital Markets Strategy
- Client Relationship Building
- Proprietary Trading
- Develop new UHNW clients
- Cross-Border Investment
