AN INDEPENDENT ADVISORY FIRM

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.

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Our independence from any financial services firm or bank allows us to asses your needs, then make recommendations and help you find the financial products and services that are right for you, without any sales agenda.

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We are duty-bound to act in our clients’ best interests and are never compensated by any third party for recommendations we make. Ever.

DYNAMIC ASSET ALLOCATION  APPROACH

Our goal is simple: we are willing to differentiate ourselves, as a family office from the traditional Private Banking providers.

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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, especially in volatile markets.

Our investment strategy enables us to protect the capital from risks, capture upside and ensure the returns will be most probably stable even the most unstable environments.

A COMMITTED ADVOCATE FOR YOUR
 
 
FAMILY'S LONG-TERM INTERESTS

We understand that you have relationships with financial companies that you value.

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Rather than compete with them, we work with them to be sure  we are all working together toward your best interests rather than their own agendas.

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But, we serve as your advocate with your existing providers by asking:

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• Are the investment products in your portfolio right for your objectives?

• How much are you paying each provider?

• Is your current investment strategy consistent with your wealth planning activities?

New year resolutions: tips from Family Offices

The Marker | 05.09.2021

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Interview of Karen Schwok (קארן שווק): As Covid-19 will most probably still be part of our lives in the next few months  and stocks continue to break records, interest rates are still low, and inflation is starting to increase - what should investors do with their funds? ■ We turned to some experts, financial planners at Family Office companies, who manage the investments and savings of wealthy families in Israel, and asked them how it is worthwhile for an ordinary Israeli family to plan their economic future ■ They have seven tips for you

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View full article (HE)

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The results of the US elections will create more visibility for investors. The vaccines are about to be administered. The markets will most certainly continue to perform well

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Globes |  20.12.2020

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Interview of Karen Schwok (קארן שווק) by Guy Ben Simon. Karen shared her insights on the current various risks and opportunities that have  strong influences on investors and capital markets.

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The Israeli finance management sector is not ready for all the new rich techies

CTech | 10.06.2021

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As funding and SPACs create thousands of newly rich people across the country, Karen Schwok (קארן שווק) has concerns about how the sector will respond

What we saw over the past 12 months isn’t just companies that managed to raise significant sums, or went public at high valuations with founders pocketing handsome sums, but we saw another layer of executives that are getting rich very very fast. The talk in the market is that there will be somewhere between 10,000 and 20,000 new rich people in Israel over the next 12 months.

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View full interview

The Marker – 40 Under 40 award

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The Marker 

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Karen Schwok (קארן שווק) was awarded by the prestigious The Marker magazine  as one of the promising managers of Israel.

Karen was appointed as CEO and board member of Pictet Wealth Management Israel, the local entity of Banque Pictet &Cie S.A. (the third largest bank in Switzerland) at in 2011. 

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