YOUR FAMILY OFFICE IN ISRAEL
Marius Nacht Karen Schwok
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 18 years, we have accumulated an important track record in providing professional investment advice.
Our goal is simple: we are willing to differentiate ourselves, as a Family Office from the traditional Private Banking providers. Therefore, we have adopted over the years a holistic approach to serving our clients, by identifying first the core investments and legal issues which need to be addressed. Then, we are closely accompanying our clients throughout the implementation process. We believe that our role is not only to determine the specific asset allocation and comparing performances to benchmarks.
A sophisticated asset allocation is essential to ensure portfolio returns. In our view, it is far more important how much exposure you have to one specific asset class overall than each individual security you invest in. As a result, we believe that time and efforts shall be spent where it really matters on the asset allocation level. Our investment process is especially based on designing a dynamic asset allocation strategy for each of our clients. Thus, this portfolio strategy enable us to protect the capital from risks, capture upside and ensure the returns will be most probably stable across even the most unstable environments.
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.
CORE VALUES
We are focusing on servicing the sophisticated needs of wealthy families. Benefit from our insights and best practices so you can fully understand the changing trends that may impact you.
OUR VISION
We make sure your family’s providers are working towards the best interests of your family in a highly cost-effective way. Three core tenets form the foundation for everything we do:
The firm is an independent advisory firm. We have no financial interest in selling you products, meaning there are no hidden sales agendas or conflicts of interests
We are bound to put our client’s interests first, ahead of our own. The firm is an independent, fee-only fiduciary firm. There are three defining characteristics of an Independent, Fee-Only Fiduciary Firm:
- Our Family Office has a legal obligation to put our client’s interests first, ahead of our own
- As one of the leading Family Offices in Israel, we are paid only by our clients, with a simple, transparent advisory fee that removes any actual or potential conflicts of interest that arise from sales-based compensations
- Our independence from any financial services firm, bank or broker allows us to asses your needs, then make recommendations and help you find the financial services products and services that are right for you, without any sales agenda
The firm is a committed advocate for your family’s long-term interests
We understand that you have relationships with financial companies that you value. Rather than compete with them, we work with them to be sure they are all working together toward your best interests rather than their own agendas. But, we serve as your advocate with your existing providers by asking:
- Are the investment products in your portfolio right for your objectives?
- How much are you paying each provider?
- Are you paying different providers for the same services?
- Are your providers communicating with one another about the overall well-being of your wealth enterprise?
- Is your current investment strategy consistent with your wealth planning activities?
As one of the leading Family Offices in Israel, we help your family execute its wealth management in whatever way benefits you the most ensuring you buy smartly, effectively, and only those products and services that are right for you.
The firm is on your family’s side, and no one else’s
In many relationships, families are at a disadvantage because the bank or brokerage firm puts the interests of the firm before the interests of the family. Instead of receiving advice, families often receive recommendations based on the compensation and incentives the advisor may receive. We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make. Ever.
// IN THE NEWS
ECB: Time to say goodbye to easy money?
Bizportal | 10.06.2018 | Karen Schwok
In March, the European Central Bank dropped a long-standing pledge to increase its bond buying if needed, taking another small step in weaning the euro zone economy off quantitative easing (QE).
Just how much recent economic and international developments are impacting the ECB’s plans to unwind QE could well make for a lively debate. Nevertheless, there are some of the key questions for markets investors are interested in.
Why you should look for alternatives for your bank deposits
Globes | 31.10.2017 | Karen Schwok
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.
Marius Nacht Partner
Former CEO at Pictet Wealth Management Israel Karen Schwok Establishes Lucid Investments Family Office in Israel
The Marker | 21.08.2017
Karen Schwok, Marius Nacht’s partner and Former CEO at Pictet Wealth Management Israel recently established Lucid Investments. Marius Nacht is one of the founders of Nasdaq listed company Checkpoint Software Technology.
Multi Family Office and Wealth Management firm Lucid Investments is the newest player in robust industry of Family Offices in Israel. The firm’s mission is to assist high-tech entrepreneurs, families and trustees in developing strategies for long-term investment success and asset management within a dynamic economy.Marius Nacht
Marius Nacht
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