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.

LIOR's ambition is to offer its private clients exclusive, personalized management based on independence, transparency and performance.

Independence

LIOR is an independent company. It manages its clients' assets according to an open architecture model, offering a broad investment universe of listed and unlisted assets, as well as structured products.

This independence enables us to provide objective solutions motivated solely by the customer's interests.

Transparency

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

Performance

Our mission is to grow your assets sustainably. Thanks to a rigorous selection of the best products and partners, our customers benefit from unique investment solutions. Combined with strategic allocation and rigorous risk management, we aim to deliver solid performance in line with your long-term objectives.

Management mandates

Discretionary mandate :

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.

Advisory mandate :

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.

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.

Our main custodians

LIOR relies on a network of leading custodian banks in Monaco, Switzerland, Luxembourg and the Middle East, guaranteeing security and flexibility.