PORTFOLIO
MANAGEMENT
WEALTH
MANAGEMENT
ALTERNATIVE
INVESTMENTS
FINANCIAL AND
PENSION PLANNING
A UNIQUE
BUSINESS CULTURE
Founded by Karen Schwok, former CEO at Banque Pictet & Cie SA (Israel), Lucid Investments provides Family Office and Wealth Management services to high net worth individuals, families, trustees as well as private companies.
Over the last 20 years, we have accumulated an important track record in providing professional investment advice. We believe we are a unique entity in Israel's capital market environment.
Our most important goal is to provide a professional yet personal and transparent service to our clients in order to help them preserve their wealth in a prudent approach and get exposure to unique products and investment solutions.
AN INDEPENDENT
ADVISORY FIRM
We prioritize transparency and integrity. We charge a straightforward advisory fee, ensuring there are no conflicts of interest related to sales-based compensation.
Our independence from financial institutions empowers us to assess your needs objectively and recommend the best financial products and services tailored just for you.
We are duty-bound to act in our clients’ best interests and are never compensated by any third party for recommendations we make. Ever.
BANKS WE ARE WORKING WITH
IN THE
NEWS
Globes 40 Under 40
Globes I 31.03.2025
"Globes" Israel Leadership project, 40-under-40 announced the winners for 2025.
The project has been identifying, selecting and presenting Israel's most promising young people aged 40 and under for the past 20 consecutive years.
Karen Schwok (קארן שווק) served in the experts team of judges to select the candidates (Finance & Economy) together with:
Eyal Ben Simon, CEO Phoenix Insurance
Amir Eyal, Chairman Infinity Group
Gal Bar Dea, former CEO One Zero Bank
Dr. Hedva Ber - Deputy CEO e-Toro and former Supervisor of Banks in Israel
Congratulations to all the winners!
Link to Glober 40 Under 40 2025
Global trade dynamics
TV10 Israel I 30.07.2025
Karen Schwok had the pleasure of participating in a panel discussion on Channel 10 alongside Yaron Fridman, Head of Research at Bank Hapoalim, and Dr. Eli El Al, CEO of Fair Value Ltd.
We explored recent developments in the capital markets and discussed the broader implications of the new tariff agreement between the U.S. and China — a deal that could shift global trade dynamics and investor sentiment in the coming months.
Calcalist podcast
Calcalist I 05.08.2025
Interview of Karen Schwok (קארן שווק) by Dan Kachanovsky last week on the podcast “רכבת ההשקעות” to talk about how high‑net‑worth families can preserve and grow their financial legacy amid market turbulence.
We discussed practical strategies for navigating today’s ever‑changing global environment — from smart asset allocation to multi‑generational wealth transfer — and the evolving role of wealth managers and family officers in such dynamic times.
Listen to the full episode here
DYNAMIC ASSET
ALLOCATION APPROACH
Our goal is simple: we aim to set ourselves apart from traditional Private Banking providers by focusing on a holistic approach to asset management.
We believe our role extends beyond mere asset allocation and performance comparisons. By employing a sophisticated investment strategy, we safeguard your capital against risks while capturing potential upside.
Our commitment ensures that your returns remain stable, even in the most volatile market conditions.
CONTACT US
Ha Mered street 25, 18th floor
Tel Aviv 6812508, Israel
E-mail: info@lucid-inv.com
Tel: +972 (0) 3 635 15 59
