PROJECTS

PROJECT 2

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Notre Equipe

Karen Schwok

Founder & CEO

Karen Schwok commence sa carrière en 1999 auprès de la maison d’investissements Singer Barnea en qualité d’analyste financière à la clientèle institutionnelle.

De 2002 à 2006, elle rejoint Psagot Ofek, la plus grande institution d’investissements en Israel (filiale de la banque Leumi à cette époque), où elle se consacre à la gestion de clients privés et professionnels. A partir de 2002, elle est nommée membre du Comité d’Investissements de Psagot Ofek sur les marchés boursiers étrangers.

En 2007, en intégrant la direction de la banque Leumi, elle monte un nouveau département au service de la clientèle institutionnelle du groupe Leumi.

En 2011, elle entre chez Pictet & Cie SA, la troisième plus grande banque de gestion en Suisse afin d’établir Pictet Wealth Management Israel Ltd. Elle est Directrice Générale et Membre du Directoire de Pictet Wealth Management Israel.

En Mai 2017, elle fonde Lucid Investments dont elle est la Directrice et la Présidente du Conseil d’Administration.

 

Karen détient une license de Portfolio Management de l’Israel Securities Authority de 2004 (license no. 6337).

Titulaire d’un MBA de la Recanati Business School (Université de Tel Aviv), Karen Schwok possède plus de 20 ans d’expérience dans le domaine des services financiers destinés à une clientèle très fortunée. Elle a en outre obtenu le certificat de gestion de portefeuille de l’autorité israélienne des marchés financiers (Israel Securities Authority).

 

En 2016, Karen a été sélectionnée par le prestigieux journal économique ‘The Marker’ sur la liste des 40 meilleurs influents sur l’Economie israélienne. Karen est membre par ailleurs du Conseil d’Administration de la Chambre de Commerce Israel-Suisse & Liechtenstein, de l’Association des Banques Etrangères en Israel ainsi que du Conseil d'Administration de l'Association des Alumni de l'Université de Tel Aviv.

 

OUR

ADVISORY BOARD

The next decade will bring significant changes to the wealth management industry, and we look to our advisory board to guide us in successfully managing both challenges and opportunities.

 

Our advisory board members have significant track records in key areas including macroeconomics, credit and risk controlling, tax and wealth planning expertise. We look to them for advice and opinions in enhancing our management skills and advancing our investment strategies to help guard and grow our clients’ wealth.

Meetings are held throughout the year and involve strategic investments planning, economic analysis, tax, financial planning, business development, and best practice solutions.

 

Please note Advisory board members are not holding executive positions within the firm and do not bear legal fiduciary responsibilities on behalf of the company.

Miri Ben Yehoshua

Miri is an experienced Credit & Risk Management expert, serving as Member of Credit Committees and as Risk Manager at leading Institutional players in Israel - such as the Hebrew University Endowment fund and Atudot Pension fund.

Prior to that, Miri served as the Chairwoman of the Investment Committee at Clalit Healthcare Endowment fund. Miri is also serving as Director and member of the Audit Committee at Sunflower Sustainable Investments (TASE:SNFL).

Miri served as Deputy CEO at Union Bank (2000-2004).

prior to that, she served as Executive Vice President at Mercantile Discount Bank (1995-2000) and Senior Advisor to the Treasury Capital Markets Supervisor (1991-1993) and Senior Economist at the Bank of Israel (1980-1990).

Miri is also a Senior Lecturer at the Israeli Financial Institute (IFI)

Gabriel Grego

Gabriel is the Founder and Chief Investment Officer at Quintessential Capital Management.

Quintessential Capital is long/short global equity fund established in 2008 in New York and focused on value investing.

The fund strategy consists in building a concentrated portfolio of high-quality securities, acquired opportunistically when fear, uncertainty or complexity create a significant gap between price and intrinsic value.

Gabriel holds a B.A. from London School of Economics and an M.B.A. from SDA Bocconi, Milan. Gabriel also completed Executive Education Program (USA) in Value Investing at Columbia University.

Gabriel is a regular contributor to the leading financial media Financial Times, Bloomberg and Forbes. Gabriel is also a member of Forbes Finance Council.