Our Services

The future is not static, so our process is designed to adapt to shifting markets as well as your evolving goals. Our mission is to understand and protect your assets, your future interests, and your legacy. Whilst at the same time bringing high quality well researched opportunities to your table to assist in developing your wealth.

You are unique, and your investments path should reflect that. Lion Group Holdings partners with you to ensure your financial goals are attained, so that you have the choices and security that matter to you moving into the future.

Asset Management
Wealth Management
Risk Management
Offshore Strategies

Asset Management

Lion Group Holdings approach to the markets contrasts from traditional investment management firms as we use a hybrid model.


We do not abide to any fixed proportion of internal or external management. We balance our internal solutions with a combination of high quality external managers which provides a level of insight, perspective and diversification that improves upon what we are able to create internally. We invest across a variety of both traditional and alternative asset classes, allowing opportunity to guide us.


Traditional Asset Management


We provide a wide range of traditional asset management solutions that support the tailored needs of our diverse client base.


Alternative Asset Management


Lion Group Holdings is an significant and active sponsor of investment methods that focus on non-traditional classes – these include hedge funds and private equity. Our strategies in this alternative field is to provide a level of choice and diversification that typically would not be available in a more traditional investment plans.


STOCKS - (Traditional) Our equity exposure is a mixture of internal and external managed strategies, where we try to see beyond short term volatility and invest in what we believe are high quality stocks showing attractive prices.


BONDS - (Traditional) Preserving our client's wealth is paramount. Our fixed income bond choices vary from short to medium, with a variety of taxable, tax-exempt and core blend options in any portfolio.


PRIVATE EQUITY - (Alternative) Opportunities in private equity are rigorously managed with niche internally managed or with third party investment managers


HEDGE FUNDS - (Alternative) Lion Group Holdings can carefully select and leverage a proprietary stock selection we do this internally then with our solid relationships with expert external managers we construct high performance portfolios.

Wealth Management

To us, wealth management is about putting in a little extra time to learn to know, what are the professional and personal goals of each client in order to coordinate and plan a comprehensive solution developed to achieve long-term financial choices and security.


Asset investment and allocation selection are major components in achieving set goals. To fully understand your financial circumstances, we consider many elements that can provide critical context for an optimal investment solution. These variables often include business evaluation, retirement and benefits, existing portfolio arrangement, college planning and insurance.


Our many years of hard work has lead us to carefully consider and integrate all necessary goals to structure a financial strategy built around the cornerstone of financial, business evaluation, tax and estate.


Financial Planning - We start with a financial planning system so that we can become fully aware of your financial situation and your plans moving forward into the future.


Once we have been able to assess and understand your goals, we can design a fully comprehensive roadmap unique to your individual situation. We can examine your current financial position, taking into account all of your financial assets, income, debt and any other financial commitments. Then we review your goals and suggest a winning strategy which will allow you to meet your objectives. We are confident in our ability to deliver a wide range of investment strategies that creates many more opportunities and choices for you to meet your goals.


The preservation of your capital through risk mitigation and intelligent investment decisions is our main focus. As your objectives and appetite for risk change, we can adjust your investment direction to account for those changes.


Tax Planning - Manage your tax exposure is one of the most critical methods of making your money work for you. Utilizing our many years of experience, we team up with our clients' tax advisors to provide actionable advice.


Trust & Estate - Guiding our clients to prepare and sustain their wealth for their own future and future generations is one of the most gratifying aspects what we do. Our first step is to educate, then motivate our clients to get their affairs in order. Lion Group Holdings team work closely with estate attorneys to effectively document our clients' estate plans.

Risk Management

No matter how well you plan your financial future, if specific attention isn’t paid to your personal and business assurance risk cover, even the finest strategies can fall apart. Say for example that you are disabled, lose the ability to work, or even die while you're still creating your wealth, your family could be placed under extreme financial stress at a time when they could least afford it.


Analyzing Your Risk Portfolio - As part of your financial strategy we "risk-test" your portfolio and actively look for areas in which you could be financially vulnerable should life swing in the wrong direction. We do this by taking a comprehensive view of your estate duty, personal income disability, critical illness and business contingencies. We then comment independently on the level of cover that would be required to minimise your risk exposure. Once we're all in agreement, we then implement the appropriate solution and make sure that any structures we put in place are income tax and estate duty compliant too. That's not to say our job is now done. Far from it. We review your risk portfolio on a regular basis because as we all know, one's circumstances can change in a heartbeat.

Offshore Strategies

Your local financial institution may present the appearance of offering equity products that are global in their scope but increasingly these products are proprietary in nature. A further limitation is that these products are also subject to your local taxation rules. By moving a portion of your assets offshore, into jurisdictions with strong privacy protection one can both protect those assets and realize further growth in products unavailable locally without punitive capital gains taxation.


Expand your investment portfolio by diversifying across countries and markets. Investing outside your local jurisdiction enables you to benefit from opportunities that are not available locally. Diversifying your portfolio also protects you from the risks of currency depreciation as well as political and economic upheaval. At Lion Group Holdings we know that investors have different needs and preferences when it comes to choosing and managing investments, and we cater for these differences.


Our Off Shore Solutions include: Offshore Equity Investments - Asset Protection - Tax Minimization - Emerging Market Expertise - Private Placements - IPO's


Rather than being limited to providing clients with “in house” products Lion Group Holdings can freely provide the best possible product and services for our clientele from a vast number of options worldwide.

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