Lucid Investments
Independent Tel Aviv multi-family office founded by ex-Pictet Israel CEO Karen Schwok; investment management, wealth planning and post-exit advice for families.
Identity
- HEADQUARTERS
- Tel Aviv, Israel
- FOUNDED
- 2017
- OUTSIDE CAPITAL
- Yes — also manages others' money
Overview
Lucid Investments is an independent multi-family office and wealth management firm in Tel Aviv, Israel. It provides discretionary investment management, financial and pension planning, liquidity and risk management, post-exit guidance and coordination of banking relationships for Israeli and international families and entrepreneurs. It was founded by Karen Schwok, who led Pictet Wealth Management Israel from 2011 to 2017 and is licensed as a portfolio manager by the Israel Securities Authority. An advisory board without executive roles supports its investment thinking.
People
Frequently asked questions
Lucid Investments is a multi family office based in Tel Aviv, Israel, founded in 2017.
Lucid Investments does not publicly state whether it puts its own money into companies or invests through funds.
Key people at Lucid Investments include Karen Schwok (Founder & CEO), Miri Ben Yehoshua (Advisory Board member), Danny Fishman (Advisory Board member) and Gabriel Grego (Advisory Board member).
Yes. Lucid Investments manages capital from outside investors.