The Company

Our
History

Founded in 2021 in Monaco by Jeremy Touboul, the firm was born from a simple conviction: a client deserves the best of every expertise, not the single offering of one house.

LIOR Global Partners

An open architecture model

From the outset LIOR chose an open architecture model: bringing together, around one shared standard of transparency, confidentiality and performance, the very best experts in each discipline.

At LIOR Global Partners we believe that a world of increasingly interconnected markets calls for a hybrid approach, one able to combine strategic vision, operational excellence and international expertise. By uniting Wealth Management, Asset Management, Brokerage and Research within a single ecosystem, we offer a global reading of markets and integrated solutions suited to today's challenges as much as to tomorrow's opportunities.

Our leadership team embodies this philosophy through complementary expertise, the depth of its journeys and a resolutely international outlook. Driven by the same demand for excellence, its members place their experience at the service of clients to design bespoke solutions answering their wealth, financial and entrepreneurial challenges, with lasting value creation in mind.

Regulation

A solid institutional foundation

Regulated by the CCAF, LIOR holds a triple licence covering asset management, wealth management and third-party intermediation.

A solid institutional foundation combined with the agility of an independent player, the discretion expected of a wealth management house, and the excellence of the experts it brings together.

LIOR's ambition is to offer its private clients personalised and exclusive management, founded on independence, transparency, confidentiality and performance.

Our Values

Independence

LIOR is an independent company. It manages client assets through an open architecture model, offering a broad investment universe across listed and unlisted assets and structured products.

This independence allows us to deliver objective solutions, driven by the client's interest alone.

Transparency

Transparency sits at the heart of our commitment, because trust is built on clarity. We provide complete and readable information on our remuneration and management policies, as well as on our relationships with counterparties and partners.

Performance

Our mission is to grow your wealth sustainably. Through a rigorous selection of the best products and partners, our clients benefit from unique investment solutions. Combined with strategic allocation and disciplined risk management, this approach targets solid performance consistent with your long term objectives.

Leadership

Jeremy Touboul

CEO, CIO

Before co-founding LIOR Global Partners, Jeremy built an international career of more than 23 years, first in Canada, then in London, where he notably served as partner and portfolio manager. At the heart of one of the world's leading financial centres, he ran fixed income and macroeconomic strategies representing more than 7 billion euros of assets for international institutional investors.

Recognised for the excellence of his management, he was awarded the prestigious Citywire AAA rating, while his performance regularly ranked in the first decile of its category over his last decade of management. His career was also distinguished by a nomination among the Forty Under Forty by Financial News, rewarding leaders under forty who demonstrated exceptional leadership and entrepreneurial spirit.

This international experience is today the foundation of his strategic vision. Leading LIOR Global Partners, Jeremy places his expertise at the service of the group's development, convinced that a company's success rests above all on the quality of the women and men who make it up.

Beyond finance, Jeremy is deeply committed to community development. He sits on the board of several charitable organisations, where he places his experience, network and strategic vision at the service of high social impact projects.

Nahra Chalouhi

Head of Wealth Management, International Development for Europe and MENA

With a remarkable career of more than 28 years in Wealth Management, Nahra places his expertise at the service of an international private clientele, combining excellence, discretion and a personalised approach. He supports families, entrepreneurs and executives in structuring, preserving and transmitting their wealth, designing bespoke strategies aligned with their patrimonial, family and entrepreneurial objectives.

His command of wealth structuring in all its dimensions allows him to answer the most complex situations, coordinating the various expertise required for global wealth management. Convinced that every client deserves a unique approach, he favours a relationship of trust built on listening, proximity and a long term view.

Nahra leads the development strategy of LIOR Global Partners in Europe and in the MENA region where he resides. Thanks to his deep knowledge of these markets, his solid international network and his strategic vision, he supports the group's development among a demanding international clientele.

Christophe Barraud

Head of Discretionary Management and Research

Holder of a PhD in economics, Christophe is regularly ranked by Bloomberg among the world's best forecasters for the accuracy of his projections on the main macroeconomic indicators of the United States, Europe and China.

Since 2011 he has successively held the positions of Chief Economist and Strategist, then Managing Director of Market Securities, before joining LIOR Global Partners.

At LIOR Global Partners, Christophe and his team place their expertise at the service of clients daily, sharing macroeconomic analyses and market convictions. This permanent watch allows investors to better understand economic developments, anticipate key risks and identify investment opportunities.

Followed by more than 250,000 people on social media, Christophe speaks regularly in leading economic and financial media, notably Le Point, Les Echos, Investir and La Tribune. His analyses also feed public debate and he is regularly consulted by institutions and government entities.

Ricardo Kaufmann

Managing Director, Business Development, Monaco and Americas

Ricardo Kaufmann works closely with the Wealth Management, Asset Management and Brokerage teams to strengthen synergies between the group's expertise and support its development in Monaco and internationally.

His strategic vision, deep knowledge of global markets and expertise in financial services are major assets for the growth of LIOR Global Partners. He notably contributes to the group's development across the American continent.

With more than 30 years of experience in international financial markets, Ricardo brings an exceptional record covering private banking, asset management and brokerage. Before joining LIOR Global Partners he was Head of Private Banking at Julius Baer in Monaco. He also held senior roles at international institutions such as Bank of America, Bulltick Capital Markets, BTG Pactual and J. Safra Sarasin, across the Americas and Europe.

An independent company of wealth and asset management, established in the Principality of Monaco.

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