by kschwok
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INDEPENDENT ADVICE

PRIVILEGED INVESTMENT SOLUTIONS

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Nous proposons un service personnalisé de Family Office et de Gestion de Patrimoine.  Le succès d’une Gestion d’investissements réussie qui vous apporte une valeur ajoutée est le résultat d’une analyse fine et d’une planification solide.  Nous sommes à vos côtés pour vous aider à optimiser votre patrimoine et à considérer des solutions nouvelles, parfois moins familières, mais qui sont plus en adéquation avec votre plan de répartition d’actifs.

GESTION DE PATRIMOINE


Vos préférences en matière d’investissement, vos zones de confort et vos idées concernant le futur de vos actifs sont des éléments importants dans l’élaboration de votre portefeuille. Le processus commence par une évaluation précise de votre profil risque et la définition de vos objectifs de rendements au court et moyen-terme.
Nous définissons un plan d’investissement à l’aide d’outils d’ingénierie financière de pointe permettant d’optimiser les flux financiers souhaités et le rendement des actifs.

VOTRE "MULTI FAMILY OFFICE"


Dans un monde infiniment plus complexe, l’intégration de disciplines variées est essentielle pour préserver et dynamiser votre patrimoine familial.  Les objectifs que nous définissons avec les familles avec lesquelles nous travaillons sont uniques et spécifiques aux besoins et aux sensibilités de chacun. Nous proposons des solutions sur mesure, ajustées aux valeurs et aux motivations personnelles de nos clients. Nous gérons votre patrimoine avec attention et vigilance.

Nous faisons preuve de réactivité chaque jour, en mettant nos compétences et notre expérience à l’épreuve – nous ne sommes pas de simples fournisseurs financiers de produits et de services.


Pourquoi nous choisir?

Performance

Service de qualité et performant

Loyauté et transparence

Conseil indépendant et transparence vis à vis des frais bancaires

Experience professionnelle

Plus de 15 and d’experience en conseil financier et gestion de patrimoine complexes

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ETFs Set to Take Over the World of Investing in 2019

Bizportal | 25.12.2017

Stock pickers, who once beat markets with their gut instinct and appetite for risk, will be relegated to second place in the minds of investors if money continues to flow into low-cost index funds at the current pace.
ETFs, which are almost always cheaper than similar mutual funds. They enable a great diversification at relatively low cost.

There were about 100 ETFs in 2002. Now, with almost 2,000 in the mix, investors have plenty of alternatives to actively managed funds.

Lien sur l’article


Why you should look for alternatives for your bank deposits

Globes | 31.10.2017

Almost every investor sometimes faces the problem of cash sitting on is account. In the low-interest environment, it is always a problem. You do not want to hurry your stock investment decision, sometimes you have to wait for entry point longer. Sometimes, you do not feel comfortable to invest at the market highs and are waiting for a substantial correction.

We are in a period of rising interest rates. There is no doubt about it. Nevertheless, there are plenty of people who doubt that share prices will rise forever and are afraid of fall. Therefore, there is a legitimate question what to do with your cash you keep for investing in future. And how to keep earning on rising interest rates in the defensive and risk-averse way.

Read full article


Israel: Popular Yet Complex Destination

Family Office Magazine |  Autumn Edition

A little less known fact about Israel is that it is a country built on immigration. About 40% of the country’s resident were born outside of it. A 2016 study by international consultancy New World Wealth, suggests that there is one cohort of people who have moved to Israel and that is millionaires. The company’s survey of millionaire migration describes Israel as the fourth most popular destination worldwide for migrating millionaires in 2015, after Australia, the United States and Canada. The survey claims that 4,000 high-networth individuals relocated to Israel in 2015. Since the number of immigrants and returning residents was around 37,000, that makes approximately one in nine new arrivals to the country a millionaire.

Lien sur l’article


Former CEO at Pictet Wealth Management Israel Karen Schwok Establishes Lucid Investments 

Markets Insider | 31.08.2017

Traditional international banking services are not ideal for leading high-tech entrepreneurs and startups; these young visionaries dedicate all their time and energy to pursuing their products and services, leaving little time for fund management. With 15 years’ experience working with entrepreneurial clients, Lucid Investments understands what they need and expect from their family office team, and are entirely capable of meeting and exceeding those expectations

Lien sur l’article


Tel Aviv University Alumni Association – 9  Senior Executive Alumni Award for 2017 

Ynet | 12.06.2017

The Tel Aviv University Alumni Organization celebrates its 2nd anniversary with a short clip, produced in cooperation with Ynet, in which nine Alumni from Tel Aviv University‘s different faculties, each a success in their field of business, share their insight on starting your career and offer a few tips from their own experience to help you find your own path in the career world. Interview with Karen Schwok, founder and CEO at Lucid Investment Family Office

Lien sur l’interview


US elections – what’s next?

i24News | 12.12.2016

Interview of Karen Schwok, CEO at Pictet Wealth Management Israel on the US elections impact on financial markets.

View interview


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