LIOR GP

What LIOR GP does

LIOR GP is a Monaco-headquartered investment firm founded in 2021 by Jeremy Touboul. It operates under a triple CCAF license covering asset management, wealth management, and securities brokerage. The firm serves two primary client segments: Private Wealth clients (HNW individuals and family offices) and Institutional Investors, accessed through three core service lines: discretionary and advisory Asset Management built around global macro and fixed-income strategies, Wealth Management, and Securities Brokerage.

The firm's product surface centers on a Luxembourg SICAV structure (with Lemanik Asset Management as management company and CACEIS as depositary) offering three UCITS vehicles — the Alpha Fund, Proxima Fund, and Global Short Duration Fund — distributed across seven custodian/broker platforms (Pictet, Edmond de Rothschild, UBS, Julius Bär, Société Générale, Mirabaud, CFM Indosuez). Underlying technology comprises a proprietary risk-monitoring platform integrated with Bloomberg and ESG data sourced from Sustainalytics. Execution runs through Amundi Intermediation, with Forvis Mazars as auditor.

Revenue is generated through a three-layer model: recurring management fees of 1.00%-1.50% on fund AUM, a 20% performance fee on outperformance versus €STR (or above hurdle for wealth mandates), and transaction-based brokerage commissions plus wealth advisory fees. Minimum entry tickets are positioned for HNW/institutional clients (€100K to €20M depending on share class and mandate), with an Alpha Fund early-bird threshold near €50M indicating the firm is still in early AUM build-up. The go-to-market is anchored on the externally-validated macro research credentials of the leadership team (Citywire AAA for the CEO, Bloomberg top-ranked forecaster status for the Head of Discretionary Management & Research) and a stated expansion path into Abu Dhabi, Dubai, and Miami.

Name

LIOR GP

Legal name

Lior Global Partners

Website

https://lior-gp.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

1–10 employees

Short description

LIOR GP is a Monaco-headquartered, triple CCAF-licensed (asset management, wealth management, brokerage) investment firm founded in 2021 by Jeremy Touboul, serving HNW and institutional clients through three Luxembourg UCITS funds, a wealth advisory practice, and securities brokerage across European and planned MENA/Americas hubs.

Ownership category

akta.pro rank

Product category

Wealth & Asset Management

NAICS

Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990), Miscellaneous Intermediation (52391)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Commodity Contracts Brokers & Dealers (6221)

akta.pro primary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

akta.pro secondary industry

Prime Brokerage (FSAEACAD)

Keywords

• Wealth management services
• Asset management services
• UCITS fund management
• Global macro strategy
• Securities brokerage services

Headquarters

HQ city

Monaco

HQ country

Germany

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Management Fees: Annual management fees charged on assets under management. For the Alpha Fund, N/A share class charges up to 1.50% (Investment Manager Fee 1.10% + Management Company Fee 0.40%) and I/A share class charges up to 1.15% (Investment Manager Fee 0.75% + Management Company Fee 0.40%). For the Proxima Fund, similar fee structures apply with SI/A share class at 1.00% (Investment Manager Fee 0.60% + Management Company Fee 0.40%).
2. Performance Fees: 20% performance fee on returns above the €STR (compounded daily) benchmark index for both Alpha Fund and Proxima Fund. Crystallization dates are December 31 for Alpha Fund and November 30 for Proxima Fund, with performance measurement periods of one year.
3. Wealth Management Advisory Fees: Discretionary mandate management, advisory mandate management, and order reception/transmission services for private wealth clients, generating fees based on managed assets and service levels.
4. Securities Brokerage: Intermediation services providing clients direct, efficient, and secure access to financial markets for equities, bonds, derivatives, FX, and commodities, with execution through institutional counterparty networks.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

LIOR Global Partners is an independent Monaco-based asset management and wealth management firm delivering three integrated business lines: Wealth Management (discretionary and advisory portfolios for high-net-worth private clients), Asset Management (global macro and fixed-income strategies packaged as UCITS sub-funds under a Luxembourg SICAV — the Alpha Fund, Proxima Fund and Global Short Duration Fund), and Securities Brokerage (market intermediation and execution services). The firm is regulated by the Commission de Contrôle des Activités Financières (CCAF) in Monaco and by the Commission de Surveillance du Secteur Financier (CSSF) in Luxembourg for its UCITS activities.

Product overview

LIOR Global Partners is an independent asset and wealth management firm offering an integrated platform of financial services. The core offering consists of three main business lines: Wealth Management (personalized portfolio management and advisory), Asset Management (active global strategies across credit, equities, and currencies), and Securities/Brokerage (market intermediation). Investment products are distributed through the Luxembourg-domiciled LIOR GP SICAV, a UCITS structure containing multiple sub-funds including the Alpha Fund (global macro absolute return), Proxima Fund (fixed income absolute return), and Global Short Duration Fund, all classified as SFDR Article 8. The firm also offers bespoke discretionary mandates tailored to individual client risk profiles and objectives.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Discretionary and advisory portfolio management service for high-net-worth private clients, delivered through senior relationship managers with a multi-bank open-architecture approach.
• Asset Management Asset management service offering global macro, fixed income and cross-asset strategies for institutional and professional investors, distributed via UCITS sub-funds under a Luxembourg SICAV.
• Securities (Brokerage) Securities brokerage service providing market intermediation and execution services to clients and counterparties as part of LIOR GP's integrated offering.
• LIOR GP SICAV (Luxembourg UCITS umbrella fund) Luxembourg-domiciled UCITS SICAV umbrella vehicle used to package and distribute LIOR GP's asset management strategies to professional and institutional investors, with tiered share classes and early-bird seed terms.
• Alpha Fund UCITS sub-fund under the LIOR GP SICAV implementing one of the firm's global macro and fixed income strategies, available to professional and institutional investors.
• Proxima Fund UCITS sub-fund under the LIOR GP SICAV implementing one of the firm's global macro and fixed income strategies, available to professional and institutional investors.
• Global Short Duration Fund UCITS sub-fund under the LIOR GP SICAV providing a diversified global fixed income short-duration strategy for professional and institutional investors.

Quantifiable outcome

• Alpha Fund targets €STR +4% per annum (before fees) with SRRI 5 risk profile
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

15 partnerships are on record, tiered core and minor.

• LEMANIK ASSET MANAGEMENT (LUXEMBOURG) S.A.coreImplementation/ SI/ Consulting PartnerManagement Company for the Luxembourg SICAV LIOR GP. Lemanik has outsourced portfolio management to LIOR Global Partners. They provide regulatory oversight, risk management, and compliance monitoring for the UCITS funds. Lemanik's risk department independently monitors LIOR's portfolios and risk models.
• CACEIS BANK (Luxembourg Branch)coreOthersProvides middle-office and back-office services including depositary, custodian, fund administration, transfer agent for the SICAV. CACEIS handles subscription/redemption processing and NAV calculations.
• FORVIS MAZARS S.A.coreOthersAppointed auditor for the Luxembourg SICAV, providing independent audit services for annual financial statements.
• SustainalyticscoreTechnology or IntegrationThird-party ESG data provider used for sustainability risk management. LIOR uses Sustainalytics ESG Risk Scores and country risk ratings for portfolio ESG analysis and screening. Provides coverage of 20,000+ companies and 170 countries.
• PictetcoreChannel Partner/ Reseller/ DistributorSwiss private bank serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services.
• Edmond de RothschildcoreChannel Partner/ Reseller/ DistributorPrivate banking group serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services.
• UBScoreChannel Partner/ Reseller/ DistributorGlobal private bank serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services.
• Julius BärcoreChannel Partner/ Reseller/ DistributorSwiss private bank serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services.
• Société Générale Private BankingcoreChannel Partner/ Reseller/ DistributorFrench private banking entity serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services.
• MirabaudcoreChannel Partner/ Reseller/ DistributorSwiss private banking group serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services.
• CFM Indosuez Wealth ManagementcoreChannel Partner/ Reseller/ DistributorMonaco-based private bank serving as custodian for LIOR wealth management clients, providing secure asset custody and administration services with local market presence.
• Valentin VacherotminorOthersProfessional tennis player (ATP ranked 17th worldwide) sponsored by LIOR GP. Won Masters Series title at Monte Carlo Masters, representing Monaco internationally.
• Yannick LebretonminorOthersProfessional golfer sponsored by LIOR GP, competing at national and international levels.
• Fédération Monégasque de KaratéminorOthersMonaco karate federation sponsored by LIOR GP as part of sports sponsorship program.
• Roca GamesminorOthersMonaco-based board game association supported by LIOR GP. Initiative aims to promote social connection and intergenerational activities in Monaco.

Scale indicators5 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Lombard Odier: Swiss private bank offering integrated wealth and asset management with global macro and fixed income capabilities. Comparable as an incumbent competitor for the same HNW/private banking client base in Monaco, Switzerland, and MENA that LIOR targets.
• Edmond de Rothschild: Swiss-headquartered private banking and asset management group with active global fixed income and macro strategies. Comparable as a broad incumbent competitor and existing custodian/distribution partner serving HNW clients in Monaco and Europe.
• Mirabaud: Swiss private bank offering wealth management and asset management with multi-asset capabilities. Comparable as both a competitor for HNW wealth mandates in Monaco/Switzerland and an existing custodian partner in LIOR's network.
• Pictet Group: Swiss private bank and asset manager with strong fixed income and multi-asset capabilities. Comparable both as a competitor in HNW wealth management in the same geographies and as an existing custodian partner in LIOR's distribution network.

Direct peers

• Carmignac: Independent, founder-controlled European asset and wealth manager running global macro, fixed income, and equity strategies with a UCITS fund range. Comparable to LIOR in independence, founder governance, multi-asset absolute-return positioning, and HNW/institutional distribution in Monaco and continental Europe.
• H2O Asset Management: Independent European asset manager specializing in global macro and fixed income absolute return strategies. Direct peer because LIOR's CIO Jeremy Touboul previously managed funds at H2O, and LIOR's Alpha Fund targets a similar €STR-plus return profile with comparable multi-asset flexibility.
• Syz Group: Independent, founder-controlled Swiss private banking and asset management group with global macro and multi-asset strategies. Comparable to LIOR in independent governance, boutique scale, HNW focus across Europe and emerging markets, and active asset management approach.
• Unigestion: Independent Swiss asset manager specializing in liquid alternatives, multi-asset, and private equity strategies. Comparable to LIOR as a similarly independent, mid-sized European boutique with absolute-return capabilities and institutional/HNW dual distribution.
• RAM Active Investments: Swiss systematic global macro and multi-asset boutique manager with UCITS fund offerings. Comparable to LIOR as a similarly sized, independent European boutique running liquid alternative absolute-return strategies targeting uncorrelated, benchmark-agnostic returns.

Regional players

• CFM Indosuez Wealth Management: Monaco-headquartered private bank serving HNW clients in Monaco and the Mediterranean with wealth management services. Comparable as a direct regional competitor in LIOR's home market and an existing custodian/distribution partner — illustrating the dual competitor/partner dynamic LIOR navigates.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/lior-global-partners

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about LIOR GP