PORTFOLIO
MANAGEMENT
WEALTH
MANAGEMENT
ALTERNATIVE
INVESTMENTS
FINANCIAL AND
PENSION PLANNING
A DISTINCT APPROACH
Founded by Karen Schwok, former CEO of Banque Pictet & Cie SA (Israel), Lucid Investments is a privately held multi-family office and wealth management firm serving high-net-worth families, entrepreneurs, trustees and private companies.
With over two decades of experience advising clients on global investments and wealth strategy, we bring international standards, disciplined research, and a personal, long-term perspective to every relationship.
Our priority is to provide advice that is independent, transparent and aligned with your interests — helping you preserve and grow your wealth prudently, while gaining access to thoughtful and differentiated investment opportunities.
AN INDEPENDENT
ADVISORY FIRM
We prioritize transparency and integrity in everything we do.
Our compensation is based on a clear and straightforward advisory fee, with no sales commissions and no hidden incentives.
Because we are fully independent from banks and financial institutions, we are free to evaluate your needs objectively and select the most suitable solutions — across custodians, managers and global markets.
We act solely in the interests of our clients.
We are not compensated by any third party for the recommendations we make.
Ever.
GLOBAL CUSTODY, FULL TRANSPARENCY
Client assets are held in leading international custodian banks, ensuring full transparency, access, and institutional-grade safekeeping.
We work across multiple custodians, enabling us to:
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Compare solutions and pricing
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Avoid concentration risk
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Select the most suitable banking platform for each client’s needs
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You always retain full ownership and control of your assets.
Lucid Investments acts as your advisor, not as your custodian.
IN THE
NEWS
Globes 40 Under 40
Globes I 31.03.2025
"Globes" Israel Leadership project, 40-under-40 announced the winners for 2025.
The project has been identifying, selecting and presenting Israel's most promising young people aged 40 and under for the past 20 consecutive years.
Karen Schwok (קארן שווק) served in the experts team of judges to select the candidates (Finance & Economy) together with:
Eyal Ben Simon, CEO Phoenix Insurance
Amir Eyal, Chairman Infinity Group
Gal Bar Dea, former CEO One Zero Bank
Dr. Hedva Ber - Deputy CEO e-Toro and former Supervisor of Banks in Israel
Congratulations to all the winners!
Link to Glober 40 Under 40 2025
Calcalist podcast
Calcalist I 05.08.2025
Interview of Karen Schwok (קארן שווק) by Dan Kachanovsky last week on the podcast “רכבת ההשקעות” to talk about how high‑net‑worth families can preserve and grow their financial legacy amid market turbulence.
We discussed practical strategies for navigating today’s ever‑changing global environment — from smart asset allocation to multi‑generational wealth transfer — and the evolving role of wealth managers and family officers in such dynamic times.
Long term Investment strategy in a changing global market driven by AI
Globes I 16.09.2025
Karen Schwok was interviewed by globes, one of Israel's leading financial media outlets, where she shared her investment approach in today's rapidly changing markets. She highlighted the importance of increasing global exposure, particularly to the U.S., while carefully identifying opportunities in Israel's technology and defense sectors. In the interview,
Karen outlines Lucid Investments philosophy - balancing diversification, risk management, and long-term discipline, with cautious optimism regarding AI trends and the U.S. economy.
A DYNAMIC AND DISCIPLINED INVESTMENT APPROACH
We take a holistic view of your financial landscape, integrating long-term objectives, liquidity needs, and risk considerations into a clear, structured investment strategy.
Our approach combines global asset allocation, rigorous research, and ongoing monitoring to help navigate changing market environments thoughtfully and effectively.
We focus on preserving capital, managing risk, and participating in growth over time — rather than reacting to short-term market movements.
This disciplined process supports financial stability and clarity across market cycles.
LET'S BEGIN A CONVERSATION
We would be pleased to learn more about your family, your goals, and how we can support you. You are welcome to schedule a short introductory call to explore whether our approach is the right fit.
Ha Mered street 25, 18th floor
Tel Aviv 6812508, Israel
E-mail: info@lucid-inv.com
Tel: +972 (0) 3 635 15 59
