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
The Gold Rush
Galei Zahal I 23.02.2025
Interview of Karen Schwok (קארן שווק):
Gold is among the best performing assets this year at >10%.
Karen had the opportunity to discuss with Sami Peretz the factors driving the rise in gold prices:
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Rising fiscal debt and geopolitical tensions are fueling investor demand for safe havens like gold.
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Central banks diversifying USD reserves into gold.
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Tariffs and inflation fears pushing investors to seek stability in gold.
View full interview
Navigating Economic Challenges
TV10 Israel I 15.02.2025
In these intense and fascinating times for the American—and global—economy, investors are grappling with the short-term financial implications of the U.S. administration’s latest initiatives, coupled with mounting instability across Europe.
What does it all mean, and what’s likely ahead?
Karen shared her thoughts on these pressing issues on the New Economy Channel .
Economic and Financial impacts of the judicial reform in Israel
i24News I 15.07.2024
Karen Schwok, Founder and CEO at Lucid Investments had the opportunity to share her thoughts on the economic impact of the current political developments at i24news (French edition).In the aftermath of the current political upheaval, many Israeli entrepreneurs are contemplating setting up entities abroad to mitigate the risks associated with exposing investors to a judicial system lacking oversight and protection. The consequences of this situation pose a clear and present danger to the Israeli economy.
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
