Lior Global Partners Appoints Ricardo Kaufmann as Managing Director
Lior Global Partners continues to strengthen its leadership team with the arrival of Ricardo Kaufmann as Managing Director. Based in Monaco, this experienced international private banking professional will support the group's growth across its wealth management, asset management and brokerage activities.
A strategic appointment to support growth
Lior Global Partners, an independent wealth management and asset management firm licensed in the Principality of Monaco, has announced the appointment of Ricardo Kaufmann as Managing Director. This arrival is part of the group's development strategy, as it continues to expand its teams in order to strengthen its presence with an international clientele.
In his new role, Ricardo Kaufmann will work closely with the group's various divisions, notably Wealth Management, Asset Management and Brokerage. His role will notably involve accelerating growth initiatives, developing client relationships and contributing to the expansion of Lior Global Partners in Monaco as well as in the American markets.
Over thirty years of experience in private banking
Ricardo Kaufmann has more than three decades of solid experience in international financial services. His career spans private banking, asset management and brokerage activities within several leading financial institutions.
Before joining Lior Global Partners, he held the position of head of private banking at Julius Baer in Monaco. Prior to that, he also held positions of responsibility within international groups such as Bank of America, Bulltick Capital Markets, BTG Pactual and J. Safra Sarasin.
This experience has enabled him to develop a recognised expertise in supporting wealthy families, international wealth structuring and investment strategies tailored to a demanding private clientele.
Expertise particularly valued by international clients
Throughout his career, Ricardo Kaufmann has worked with clients spread across Latin America, the United States and Europe. This in-depth understanding of cross-border issues represents a significant asset for Lior Global Partners, whose client base is largely international.
His network of relationships and his understanding of complex wealth-related matters are expected to contribute to the group's business development and to the creation of new opportunities across several strategic markets.
A new milestone for Lior Global Partners
Founded in 2021 by Jeremy Touboul, Lior Global Partners continues its development as an independent player in wealth management and asset management in Monaco. In recent months, the firm has stepped up strategic hiring in order to support its growth and broaden its range of services.
Ricardo Kaufmann's arrival confirms this momentum and reflects the appeal of the Monegasque financial centre for experienced international private banking professionals.
Monaco continues to attract wealth management talent
This appointment also illustrates the dynamism of the private banking sector in the Principality. Monaco remains one of Europe's leading wealth management centres, regularly attracting senior profiles from the world's largest financial institutions.
To discover other players in the sector, also see our feature dedicated to private banks in Monaco as well as our directory of the Principality's financial institutions.
