IN THE NEWS
Economic and financial impacts of the judicial reform in Israel
i24News| 15.07.2023
Karen Schwok, Founder and CEO at Lucid Investments had the opportunity to share her thoughts on the economic impact of the current political developments at i24news (French edition).
In the aftermath of the current political upheaval, many Israeli entrepreneurs are contemplating setting up entities abroad to mitigate the risks associated with exposing investors to a judicial system lacking oversight and protection. The consequences of this situation pose a clear and present danger to the Israeli economy
New year resolutions: tips from Family Offices
TheMarker | 05.09.2022
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
Wealth Management and Wealth Planning Conference
The Israel Bar Association| 08.05.2022
Earlier this week, Karen Schwok, Founder and CEO at Lucid Investments had the pleasure to lecture at the yearly Wealth Planning Conference organized by the Israel Bar Association.
She reviewed the various trends in the Wealth Management industry and their implications in terms of Wealth Planning.
The Global Economy will continue to grow on a fast track in 2022
Globes | 04.01.2022
2022 will be a complex year for investors: markets will continue to cope with inflation, and new variants of coronavirus, loads in the supply chain and uncertainty will continue to be high. But we are optimistic about the continued strengthening of the global economy with the likelihood of moderation of growth towards the end of 2022. Our premise is that decision makers, whether it's finance ministers, governments or central banks, will continue to do everything possible to keep the world from entering recession and an economic-financial crisis.
New year resolutions: tips from Family Offices
TheMarker | 05.09.2021
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
The Israeli finance management sector is not ready for all the new rich techies
As funding and SPACs create thousands of newly rich people across the country, Karen Schwok has concerns about how the sector will respond
CTech | 10.06.2021
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.
Vaccines vs. variants: the race to immunize the developing world
Calcalist | 26.02.2021
Developing world struggles to get its shares of Covid vaccines - investors should take into account this could impact the global economic recovery.
View full article (HE)
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
Globes | 20.12.2020
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.
A "new" tech revolution is coming and the winds of change will hit the U.S. first
CTech | 02.12.2020
In the next few weeks, investors need to position their asset allocation differently in light of what we call “the transition phase” – roughly defining the time period between the elections and the de facto taking of power. Not because Biden is bringing with him the “winds of change” to the markets but because he is carried on the windblown that’s already here. We obviously still have to wait and see whether or not the Democrats will gain the majority of the Senate but the technological trends we’ve been witnessing over the last few months will strengthen regardless. The ‘new’ tech revolution is yet to come for more traditional sectors in the US first and foremost.
"Biden tax plan won't have an effect before 2022"
Globes | 18.10.2020
Interview of Karen Schwok (קארן שווק) in Globes regarding the various sectors that shall be the most impacted by the results of the US elections
Book building is becoming the most common practice in Israel
Calcalist | 13.10.2020
the Book building practice is intensifying among companies that are willing to get listed on the Tel Aviv Stock Exchange via IPO
View full interview (HE)
6 common mistakes investors are doing
Globes | 16.4.2020
Covid-19: The strong volatility in the markets we've been experiencing over the last few weeks is encouraging investors to increase their exposure to equities. This article reflects our current outlook and insights on how to navigate during these turbulent markets.
Black Monday & Corona Virus impact on financial markets
i24News | 09.03.2020
Interview of Karen Schwok by Jean-Charles Banoun.
Karen shared her insights on how the financial markets and the global economy could be significantly impacted by the rapid expansion of the corona virus.
View full interview (FR)
World Economic Forum
Annual Meeting at Davos | 22.01.2020
Karen Schwok participated to the annual meeting of the World Economic Forum in Davos.
View her insights from these fascinating few days in Davos
Prepare yourself for the end of this fiscal year
Calcalist | 19.12.2019
As we are approaching the year end, investors who have accumulated this year significant capital gains shall capitalize on the current capital markets fluctuations to reduce their taxable gains.
View full article (HE)
Young Presidents’ Organization (YPO)
Innovation Journey | 18.09.2019
Excited to participate to the Investment Panel organized during the YPO Innovation Journey in Tel-Aviv, sharing our views on the Israeli ecosystem and focusing on the type of errors entrepreneurs are often doing when managing their funds.
Many thanks to Nirit Harel for the invitation, as well as Pearl Cohen & OurCrowd for hosting and sponsoring the event .
The Marker – 40 Under 40 award
The Marker | 02.09.2019
Karen Schwok was awarded by the prestigious The Marker magazine as one of the promising managers of Israel.
Wealth Management – global trends & implications on the Israeli market
Tel Aviv University | 05.06.2019
Karen Schwok was honored to lecture at the end-year event of the Capital Market Club of Tel Aviv University.
We would like to thank Prof Dan Amiram, Vice Dean and professor at Coller School of Management as well as Yuval Halevy, Head of the Capital Market Club for the invitation.
Also, many thanks to BDO for sponsoring the event.
.jpg)
Common mistakes Entrepreneurs are doing when managing their funds
Volcano Innovation Summit | 06.05.2019
Excited to participate as guest-speaker at this incredible event organized by Yossi Vardi, one of Israel’s early and most successful entrepreneurs.
Gathering more than 2’000 entrepreneurs, this global initiative, which acts as a platform to exchange future visions and experiences, was driven by the mission to incorporate Latin America to the global network of innovation, science and culture by connecting business, entrepreneurs, creative leaders and investors for crossover conversation and inspiration.
Corporate America goes on debt diet
Calcalist | 05.03.2019
US companies are finally listening to stock and bond investors that have been pressing Corps to cut their debt loads.
ECB: Time to say goodbye to easy money?
Bizportal | 10.06.2018
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 protracted 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. Monetary Policy
Karen Schwok Talks About Political Risks And Markets
i24News | 12.12.2016
Karen Schwok, CEO at Pictet Israel sits down to talk with i24 News about the US elections and how the markets have reacted so far.
View Full interview (EN)
Israel High-Net-Worth market trends
TheMarker | 24.01.2021
Karen Schwok, was interviewed about the activity of international banks operating in Israel and her view in respect of the needs of the Israeli clientele .
Brexit impact of the Financial Industry
Calcalist | 28.06.2016
Karen Schwok, CEO at Pictet Israel. was recently interviewed by Yehuda Sharoni in Calcalist, a premiere Israeli business paper, where she discussed the possible impact the Brexit might have on the banking industry.
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.
Former CEO at Pictet Wealth Management Israel establishes Lucid Investments
The Marker | 21.08.2017
Karen Schwok, Marius Nacht’s partner and Former CEO at Pictet Wealth Management Israel establishes Lucid Investments.
Tel Aviv University Alumni Association – Inspiring Senior Executives in 2017
Ynet | 12.06.2017
Karen Schwok was selected as one of the 9 Inspiring Senior Executives among Tel-Aviv University Alumni in 2017, representing the Collar School of Management.
Investing in Emerging markets Corporate bonds
Bizportal | 27.05.2014
Karen Schwok interviewed by Bizportal. The article covers Pictet’s views on Emerging Markets corporate debts.
Tel Aviv University Senior Executives – Finance and Banking
Tel-Aviv University | 04.01.2014
Karen Schwok was selected among the Senior Alumni of Recanati Business School as top Manager in the Finance and Banking Industry in Israel.
Full list of Executive Alumni
Karen Schwok , CEO Pictet Wealth Management Israel
Globes | 04.07.2013
The interview covered the work of Karen as the CEO of Pictet Wealth Management Israel and her view in respect of the Israeli market.