Wealth Management
In April 2025, LIOR launched its Wealth Management business, headed by Nahra Chalouhi, Head of Wealth Management and responsible for international development in Europe and the MENA zone. To support the company's development strategy, Nahra CHALOUHI is seconded to the Middle East. Her regular presence there is designed to accelerate the deployment of the company's activities locally.
01
You delegate the management of your financial assets to a team of experienced professionals.
Your portfolio is managed according to an investment profile defined with your Wealth Manager based on your objectives, investment horizon and risk appetite.
A portfolio statement showing management performance is presented to you periodically.
02
You want to play an active role in managing your portfolio.
We work with you to develop a personalized investment strategy.
You receive strategic analyses and investment recommendations from our team of experts, in line with your investor profile. You alone decide whether to seize these investment opportunities.
You retain full control over your decisions: you freely choose to implement the investment opportunities proposed to you.
03
Receive Transmit Order (RTO) : You make your own investment decisions.
We work with our international network of custodian banks to place your orders and ensure they are properly executed.
Custody
LIOR relies on a network of leading custodian banks in Monaco, Switzerland, Luxembourg and the Middle East, ensuring security and flexibility.
Thanks to these long term partnerships, LIOR Global Partners offers its clients privileged access to leading banking institutions, while preserving total independence in its recommendations and in the selection of the best investment solutions.
A single point of contact for the whole of your financial wealth, from mandate to custody.
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