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Karen Schwok — Founder & CEO of Lucid Investments | Wealth Management & Global Investment Strategist

Karen Schwok is a financial executive and investment strategist with more than 20 years of experience advising high-net-worth families, entrepreneurs, and senior executives in Israel and abroad.

 

She is the Founder & CEO of Lucid Investments, a family-office and wealth-management firm known for its Swiss standards of transparency, risk management, and global investment discipline.


Previously, Karen served as the Founding CEO of Pictet Wealth Management Israel, where she established the Swiss private bank’s local representative office.

Karen Schwok Lucid Investments Family Office
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Biography

Karen began her career in global finance after completing her academic studies in economics and management. Over the years, she has become recognized for her ability to translate complex global market dynamics into clear, actionable investment strategies for affluent families.
Her work spans global asset allocation, cross-border wealth planning, multi-jurisdictional banking, and long-term portfolio construction focused on risk-adjusted returns.

Career & Leadership

Karen has held senior leadership roles across the wealth-management industry:

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Founder & CEO, Lucid Investments
Karen established Lucid Investments to provide high-quality, conflict-free wealth management based on Swiss private-banking standards. The firm serves HNW individuals, entrepreneurs, multi-generational families, and clients with international assets.

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Founding CEO, Pictet Wealth Management Israel
Karen led the launch of the Swiss private bank’s Israel representative office and built relationships with private clients, family offices, and leading investment professionals.

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Previous Roles

Before joining Pictet, Karen held senior leadership roles in Israel’s financial sector.

She served as Head of the Institutional Department at Bank Leumi, where she advised pension funds, insurance companies, and large institutional clients. Her role included overseeing relationships with Israel’s major institutional investors.

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Prior to Bank Leumi, Karen served as Head of the International Department at Psagot, one of Israel’s largest investment houses, and was a voting member of Psagot’s International Investment Committee. In this position she was responsible for product due diligence, and shaping international investment strategy across multiple asset classes.

Expertise & Focus Areas

Karen’s professional expertise includes:

  • Global asset allocation & macro-driven strategy

  • Wealth management for high-net-worth families

  • Swiss banking & cross-border account structuring

  • Managing concentrated wealth and post-exit portfolios

  • Risk management and long-term financial planning

  • Portfolio diversification across asset classes and geographies

  • Guidance for entrepreneurs and executives navigating liquidity events

Her investment philosophy is based on fundamental research, transparency, and disciplined risk control.

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Media & Publications

Karen frequently appears in leading financial media outlets, offering expert commentary on global markets, portfolio strategy, and the evolving needs of affluent families, including:

  • Globes – interviews and expert analysis

  • TheMarker – industry commentary and executive features

  • Calcalist / CTech – industry commentary and executive features

  • Ynet – macro insights and wealth-management perspectives

  • Private Banker International – coverage of Lucid’s launch

  • i24 News – market commentary

  • TAU Alumni & professional panels – thought leadership

Her perspectives are sought after for their clarity, realism, and global viewpoint.

Advisory & Board Roles

Karen is involved in advisory and leadership initiatives including:

  • Advisory Board Member, Tel Aviv University Alumni Association

  • Board member, Israel-Switzerland & Liechtenstein Chamber of commerce

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Awards & Recognition

Karen has been recognized for her contributions to the financial sector and her leadership in the Israeli business community:

  • TheMarker 40 Under 40 (2016)

  • Judge, Globes 40 Under 40 Awards (2025)

  • Listed in the Senior Executives Community of Tel Aviv University Alumni (2014) , a curated network of business and academic leaders

  • Featured in national and international financial media for her work in private wealth management and global investment strategy

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Education & Qualifications

Karen holds an MBA from Tel Aviv University, specializing in finance and management. She also have a Portfolio Manager license from the Israel Securities Authority (ISA).

Throughout her career, she has completed executive training programs at Harvard University, including:

  • Energy Within Environmental Constraints

  • The Health Effects of Climate Change

  • Additional coursework in global markets and sustainability

These programs strengthened her expertise in global investment strategy, financial markets, and risk management.

Her international background provides her with a nuanced understanding of European, Israeli, and global financial environments, which she integrates into her advisory work with high-net-worth families and institutional clients.

 

Personal Background

Karen is Israeli-French-Swiss and brings a multicultural perspective to her work with global families.
She is a mother of two and resides in Tel Aviv. Outside of finance, she is passionate about education, personal development, and fostering meaningful long-term relationships with clients and communities.

 

Contact & Professional Links

For speaking invitations, interviews, or media inquiries, please contact: info@lucid-inv.com

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