by kschwok
Karen Schwok

Karen Schwok

Founder & CEO

Karen Schwok‘s Wealth Management expertise over the past 15 years, mainly in the years 2011-2017 when she served as the CEO of Pictet Wealth Management Israel (Banque Pictet & Cie SA being the third largest bank in Switzerland), enabled her to successively gain a reputation for reliability, efficiency and transparency.

Previously, Karen established and managed the Institutional desk at Bank Leumi, managing a portfolio of over USD 30 billion (2007-2010). From 2002 to 2006, Karen was a Portfolio Manager and a Member of the International Investment Committee at Psagot Ofek (Leumi’s wealth management and asset management subsidiary).

Karen has an MBA from Tel-Aviv University – where she majored in Business Administration and Finance in 2004, and has been in professional practice for over 15 years. During this period, she advised and managed the assets of entrepreneurs and wealthy individuals, as well as non-profit organizations.

Karen was selected in 2016 by the leading financial journal in Israel “The Marker” as one of the 40 Promising Managers under 40. That same year,  Tel-Aviv University selected Karen as one of the top ten Senior Executives Alumni in Israel (Banking & Finance).

Board member of various associations such as the Chamber of Commerce Israel-Switzerland & Liechtenstein and the Association of Foreign Banks in Israel.

Licensed Portfolio Manager by the Israeli Securities Authority, License no. 6337

A photo of mature businesswoman examining documents at desk. Concentrated professional is analysing papers in office. Executive is in formals.

Nataly Shaked

Administrative Assistant

To be completed soon

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