Karen is a veteran of the local market wealth management scene. She ran Pictet Israel from 2011-2018 and now runs her own multi-family office, Lucid Investments. Our conversation covers a wide range of WM topics, some of which are global and some local. Karen’s explanation of why Swiss Banking is an excellent fit for Israelis of means is particularly insightful.
No suit, no ties, no questions left unasked. Market Makers IL is a financial podcast where we bring you conversations about shekels, stories and success in the Israeli market.
Hosted by Joseph Wolf and Michael Dadoun
https://www.linkedin.com/in/joseph-wolf-ta/
https://www.linkedin.com/in/michael-dadoun-80b25618/
produced by DABRU
43 mins