Advisory Mandate :
Collaborative approach : LIOR GP provides you with tailored recommendation and you keep control on investment decision.
Discretionary Mandate : A fully delegated portfolio management service, ensuring strategic asset allocation and risk management aligned with your objectives. |
RTO Mandate : Dedicated team ensures the reliable and compliant transmission of client orders, supporting your operations with integrity and regulatory excellence. |
We also offer estate planning, tax optimisation, retirement planning, philanthropy advisory, and risk management to support all aspects of your financial well-being.
Strategy designed around the client’s specific financial objectives, risk appetite, and long-term aspirations.
A dynamic approach that evolves with life changes and market trends.
International network of partners (banks, brokers, economists and investment funds).
Open architecture management model, based on abroad investment universe including alternative and structured product.
Portfolio managed with complete objectivity, free from institutional bias or product-driven incentives.
Deep financial expertise combined with strong risk management.
Long-term relationships built on reliability and integrity.
A focus on capital preservation and sustainable growth ensures the creation of enduring wealth.
Clear and straightforward fee structure.
Regular performance report.
LIOR GLOBAL PARTNERS
20 Boulevard de Suisse,
Le Saint André
98000 Monaco
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