Directory · MC
Financial Services in Monaco
A register of firms and the professionals working at them in the Financial Services sector based in Monaco. Browse the public index, then filter or export on Kipplo.
Companies
57 on file
Carax
Carax is an independent financial services firm serving institutional investors and corporate finance professionals worldwide. With offices in Paris and Monaco, the company provides cash equity and fixed income execution, quantitative trading, technical analysis, fundamental research, asset management, and corporate finance services. Institutional investors—banks, mutual funds, pension funds, asset managers, traders, and hedge funds—turn to Carax for personalized trading strategies, better-than-market-average prices, and maximum liquidity. The company’s unique service delivery model builds performance into every trade, combining advanced trading algorithms with targeted human intervention and personal follow-up by some of the best traders in the industry. Our deep knowledge of the market lets us fine-tune every trade to meet the unique goals of each institutional investor. Mid-cap CEOs and CFOs also choose Carax for the company’s renowned expertise in financing and value-added support from experts in the specific financing needs of mid-cap companies. Our corporate finance experts will work with you to identify your financing needs, set up custom financing solutions, and place your issue with the right investors. Carax recently acquired Paris-based Efigest AM, adding fund management and private asset management to the company’s palette of financial services.
11 to 50 staff
Sgmc Capital
SGMC Capital provides tailored, efficient portfolio advice and management to investors who are looking for a professional, trustworthy and performing partner to help them achieve their ambitious goals. Our flexible and dynamic approach allows us to fully personalize our services according to your goals, placing you and your best interests at the center of everything. Thanks to our independence and our sound and thorough investment processes, coupled with our many years of financial experience gained globally, we can design and develop the investment strategies best suited for your needs. SGMC Capital: Feel the difference.
11 to 50 staff
Beaconsfield Capital
Beaconsfield Capital is a multi-strategy, quantitatively oriented investment fund founded in 2015 by Manfredi de Filippo and Shantanu Jha. Based in Boston, London, and Monaco, we seek to exploit convex opportunities across asset classes, combining fundamentals research with quantitative approaches drawing from the latest advances in artificial intelligence and distributed computing.
1 to 10 staff
Moore Stephens Monaco
Welcome to the Moore Stephens Services profile on Linkedin. Moore Stephens S.A.M. is a professional Services Firm incorporated in the Principality in 1956. We offer innovative solutions to our clients tailored to meet their specific needs. Moore Stephens Services S.A.M is a member firm of Moore Global. Moore is one of the world’s major accounting and consulting networks consisting of 307 independent firms, 667 representative offices and 27,081 people across 105 countries. Moore Stephens Services combine intimate local knowledge with the strength of its international network. This allows clients to maximise the benefits of operating from Monaco. We are authorised to provide full Company Management and Trust services for a number of jurisdictions. Values • Quality first • Innovative • Generate trust through integrity and honesty • Available and responsive • Proactive and resourceful • Passionate and engaged
11 to 50 staff
Monaco Asset Management
Monaco Asset Management is the leading asset management company in the Principality of Monaco. It is the first Monegasque company of its kind under the control of the Principality’s Department of Finance and Economy. We provide tailor-made financial services and consulting. Monaco Asset Management functions as a specialised boutique, and since has been catering to the needs of an exclusive international clientele through its experienced and multi-skilled team. We serve our clients with independence and without any conflict of interest. For our handpicked international clients we run portfolio management activities, whether traditional or alternative, discretionary or advice-based. We have built a solid experience in portfolio management and private banking. Our focus is on absolute performance, and by working only with reputable financial institutions we target the preservation of capital and the minimisation of costs.
11 to 50 staff
Ebc Trust
EBC specialises in providing international structures to protect and help grow our clients assets. Incorporated in Monaco, EBC is an independent, privately owned trust company that is fully authorised by the Monégasque government to provide management and administration services to individuals and corporations. We are not affiliated to any bank, law or accountancy firm. This enables us to independently implement the most appropriate structure and support services to meet our clients’ needs. EBC has been providing clients with secure and efficient corporate and trust structures to minimise tax, protect wealth and grow their assets for over 35 years. Some of our other services include relocation of residency to Monaco, family office formation, tax compliance advice as well as retirement and succession planning advice. We aim to provide our clients with clear, pragmatic advice on a confidential basis.
1 to 10 staff
Monaco Active Technology
NOS SOLUTIONS DE FINANCEMENT LOCATIF Vous souhaitez renouveler votre matériel, innover, développer, conquérir, économiser, prévoir, optimiser et anticiper. LA LOCATION FINANCIÈRE EST UNE SOLUTION INCONTOURNABLE DE L'INVESTISSEMENT DES ENTREPRISES ET DES PROFESSIONNELS. Elle permet un financement souple dans lequel l'accent est mis sur l'usage du matériel, ses évolutions et les services qui peuvent y être associés. Cette solution est une opération qui met en relation un utilisateur, son fournisseur et son bailleur. Découvrez une stratégie gagnante sur le long terme qui permettra de vous différencier de vos concurrents avec des outils ou des machines toujours performantes et innovantes. Vous pouvez ainsi solidifier les valeurs disponibles de votre entreprise tout en étant performant et rassurant pour vos partenaires et salariés. TRÉSORERIE, CAPACITÉ D’ENDETTEMENT PRÉSERVÉE Vous ne faites pas d’avance sur la TVA et la notion d’endettement n’est pas impactée, ce qui vous permettra d’investir sur des futurs projets. SOLUTION ÉVOLUTIVE Avec Monaco Active Technology vous avez la possibilité de modifier le périmètre des équipements financés en cours de contrat avec une option d’évolution de votre matériel à tout moment. SIMPLIFICATION ADMINISTRATIVE ET COMPTABLE Les investissements financés en location sont jugés hors bilan donc il n’y a pas d’immobilisation comptable. SOLUTION SOUPLE ET GLOBALE Vous pouvez choisir : Vos échéances (mensuelles, trimestrielles, etc.) Votre paiement (linéaire, progressif, dégressif, décalé, etc.) Les assurances (facultatif)
11 to 50 staff
Nemesis Sam Monaco
Since 2008, Nemesis is an independent company specialising in asset management, investment advisory, order receipt and transmission, and fund management for its domestic and international clients. Regulated by the Commission for the Control of Financial Activities (CCAF) in Monaco, the company offers high standard quality services which are adapted to the profile of its clients and promotes modern, innovative and transparent management. Nemesis is based in Monaco (Nemesis SAM), London (Nemesis Asset Management LLP). Our ambition is to create a portfolio that will be actively managed to achieve all of the objectives that we have set. Clients have direct contact with their manger and can thus understand investment and decision-making processes. The discretionary management mandate at NEMESIS is based on four principles : personalised service, capital protection, investment risk horizon, obligation of means.
11 to 50 staff
2pm Monaco
2PM (Personalized Portfolio Management) is an independent asset management company offering trustworthy independent and transparent wealth management services to private and institutional clients, based on personalization, quality and continuity. 2PM also offers to support and advise its clients for all aspects of wealth management, including succession planning, fiscal planning, legal advice and consolidated risk management.
11 to 50 staff
Altana Wealth
Altana Wealth seeks unique and innovative investment strategies with a low correlation to broader public markets and where it has a competitive edge, typically due to superior information analysis or style of investment. These niche strategies are often less crowded and overlooked by large managers since capacity is generally constrained. Altana’s seed investments in new funds and continuing co- investments demonstrate commitment and alignment of interest with investors. Altana Wealth is a specialist fund manager focused on delivering alpha from niche strategies uncorrelated to other asset classes. As co-investors in all of our funds, our interests are aligned with those of our investors. Lee Robinson established Altana in 2010 as his co-investment vehicle. Today, the Altana team comprises thirty investment professionals in London and Monaco and has built a best-in-class infrastructure for operations, investor relations, and fund accounting alongside regulated service providers. Altana Wealth Ltd (“Altana”) is an asset management company based in London with an affiliate company based in Monaco. The company manages assets on behalf of professional clients and eligible counterparties. We are regulated by the FCA and CCAF and an approved UCITS operator by the Central Bank of Ireland.
11 to 50 staff
Cgm Azimut Monaco
Know how, experience and unconditional values
11 to 50 staff
Exchange Invest
ExchangeInvest is a unique information resource combining the day’s important stories in a single newsletter for investors in exchanges and financial markets infrastructure world-wide. Exchange Invest is a spin-off publication from our advisory practice, DV Advisors which itself has advised not only exchanges but more particularly many investors world-wide in all aspects of the process of investing in exchanges, clearing houses, IT vendors, brokers and the financial markets infrastructure. We publish a subscriber daily newsletter and premium content of the key headlines pertaining to investment in financial markets infrastructure which is read by several thousand financial markets professionals world-wide. Back issues and subscription forms are available at
1 to 10 staff
Monterra Wealth Management
Basée au cœur de la Principauté, Monterra Wealth Management puise sa dénomination dans la contraction de son ancrage à Monte-Carlo, et des profonds engagements de la société en faveur d’une gestion durable.
11 to 50 staff
Lior Global Partners
LIOR Global Partners is a financial services firm regulated by the CCAF in Monaco, offering tailored solutions in wealth management, investment management, and securities services. We combine deep market expertise with a client-first approach to deliver performance, transparency, and long-term value.
1 to 10 staff
Fam Monaco Multi Family Office Sam
FAM (Monaco) Multi Family Office SAM is a leading Multi Family Office based in the Principality of Monaco. We support international families and entrepreneurs for the best organization and administration of their wealth in Monaco and around the world. FAM operates under the esteemed license of Multi Family Office issued by the Business Development Authorities pursuant to the Law n° 1’439 of December 2016.
1 to 10 staff
Prometheus Wealth Management Sam
Prometheus Wealth Management is an independent advisory and wealth management company, regulated in Monaco since 2018. We accompany you throughout all your financial and wealth projects, whilst always taking into consideration your fiscal and family situation. Our missions and services -To preserve, increase and pass on your assets -To streamline your relationships with various banking contacts and free up your time -To build portfolios with tailor-made and innovative investment solutions dedicated to you as individuals, entrepreneurs, or multi-family offices -to accompany you on your real estate projects We provide unbiased advice and a personalized service. You are at the center of our concerns. Our close-knit corporate structure, the permanent availability of our teams and the friendliness of our premises offer an ideal framework for your decisions. With over 20 years of experience in private banking and asset management, we ensure a rigorous selection and permanent monitoring of investment funds and ETFs, offering the best risk/return ratio. Advisory contract: You regularly follow the financial markets and wish to be involved in the management of your portfolio. You benefit from both a dedicated wealth manager and the professional expertise of a team of specialists. Discretionary mandate: You delegate investment decisions to us, in line with your investment profile. These are based on the risk analysis and criteria previously agreed. Real estate financing / Lombard credit: You wish to be accompanied on your real estate projects in Monaco, France or elsewhere. We work with you to find the best financing plan and make you benefit from our expert partners (notaries, real estate agencies, experts, etc…) Transmission and Luxembourg life insurance: We are approved asset managers (FID) by the largest Luxembourg companies (Cardif, Sogelife, Generali, Allianz, Lombard, etc.) AUM of EUR +1bn +10 team specialists
1 to 10 staff
Savius
Savius, LLC is a boutique proprietary trading firm with headquarters in the US and traders in the US and Europe. We specialize primarily in energy and financial derivatives. Our mission is to enable driven individuals to become successful traders by teaching them a set of leverageable skills and by providing them with a unique arsenal of tools. We believe these proprietary tools and skills represent a critical foundation in the pursuit of financial and professional independence. Risk disclaimer:
11 to 50 staff
Alps Business Development Firm, Inc
Alps Business Development Firm is a Business Development and Management Consulting company designed to enable the organisation, maximise its performance and realise its full potential primarily through in-depth and strategic business and market analysis. It has extensive years of experience, working and providing corporate, management, marketing and business development solutions and strategies. Our team is composed of industry experts with years of impressive track records and integrity to deliver methodology, approach and sound solutions that are responsive and effective.
11 to 50 staff
Banca Bai Fintech
Sta per fare il suo debutto nel 2024 BANCA BAI FINTECH, una nuova Neo Bank progettata per ridefinire il concetto di servizio bancario. Frutto della visione innovativa della BAI MERCHANT GROUP, questa banca si differenzierà dalla concorrenza per la sua fusione unica tra avanzamenti digitali e un approccio personalizzato nella gestione dei rapporti con la clientela. In un panorama in cui le Neo Bank Fintech hanno rivoluzionato il settore bancario con soluzioni agili, digitalizzate e con costi operativi ridotti, BANCA BAI FINTECH emerge come una prospettiva ambiziosa, libera da partnership con altre istituzioni di credito. La sua avventura inizia attraverso la collaborazione con la piattaforma di credito Smart Bank 800, in sinergia con IRETH, un'azienda italiana riconosciuta per i suoi sistemi di sicurezza e tecnologia militare, prima di ottenere la sua licenza bancaria indipendente. La caratteristica distintiva di BANCA BAI FINTECH è la sua prospettiva unica di aprire filiali fisiche, offrendo ai clienti la possibilità di accedere a consulenze personalizzate per le proprie esigenze finanziarie. Questa iniziativa, che non implica costi aggiuntivi per la banca, sarà resa possibile grazie a contratti di affiliazione con professionisti indipendenti, garantendo un servizio umano e vicino alle esigenze locali. Il primo capitolo di questa avventura è stato scritto a Torino, con l'apertura della prima filiale in un locale vetrinato. Già si registra un interesse significativo per future aperture in tutto il territorio nazionale, evidenziando il potenziale di questa iniziativa. La peculiarità di questo modello è la sua sostenibilità economica, con affiliati che non devono sopportare costi iniziali e possono operare in totale indipendenza. BANCA BAI FINTECH si presenta con un approccio distintivo anche nell'emissione di carte di pagamento, progettate con un'estetica accattivante e plafond personalizzati per rispondere al meglio alle esigenze della clientela.
1 to 10 staff
Financial Strategy S.A.M
Over twenty years of expertise in the preservation and optimization of financial assets. Incorporated in 1998, Financial Strategy is one of the oldest wealth management companies in Monaco. In a fast-changing economic climate, we have adapted and met the many challenges offered by the financial markets. Throughout the years we have been growing by staying true to our values, while expanding our range of skills. The sustainability of our business relationships reflects the satisfaction of our clients. We have been established in the Principality for many years and are involved in various events designed to promote the Monegasque culture and young talents. Our investment strategy is based on a conservative approach to risk. Our main mission is to protect your financial assets and give them a regular and sustainable growth. The management of your assets can be either discretionary or advisory, and fully tailored to meet your personal wealth risk profile as well as your growth and investment goals. We have powerful tools at our disposal to provide you with a detailed consolidated view of your financial assets, deposited in several accounts and several custodian banks.
11 to 50 staff
Fracct
We specialise in real estate debt and equity investing, offering flexible short- to mid-term financing solutions secured by high-value assets across Western Europe and the UK.
11 to 50 staff
Ium Finance Society
The Finance Society is the International University of Monaco’s premier professional, social, and academic organization devoted to the financial services industry. Through our general meetings and various programs, we educate our members on fundamentals of finance and help them achieve excellence in the classroom, the community, and in the workplace. We understand that the business environment is competitive and volatile, so we are constantly improving to meet the growing demands of recruiters and employers of finance, along with fostering a tight-knit community of smart, passionate leaders.
1 to 10 staff
Mpm & Partners Monaco
MPM & Partners est une société de gestion monégasque indépendante spécialisée dans la gestion de patrimoine, offrant des services sur mesure de conseil en investissement, de services financiers et de gestion de patrimoine à une clientèle diversifiée d'entreprises et de particuliers. Depuis notre création en 2006, nous travaillons pour une clientèle internationale, en nous concentrant sur une gestion personnalisée pour répondre aux besoins uniques de chaque client. Notre équipe de professionnels hautement qualifiés possède une connaissance approfondie de la législation et de la réglementation monégasques ainsi qu'une expérience pratique dans de nombreux secteurs d'activité. Nous sommes fiers de fournir des services de qualité supérieure à nos clients, en mettant l'accent sur la confidentialité, la sécurité et l'intégrité. Chez MPM & Partners, nous sommes déterminés à aider nos clients à atteindre leurs objectifs de gestion de patrimoine à long terme, en fournissant des conseils stratégiques et des solutions innovantes et durables d'investissements. Nous croyons que notre approche personnalisée et pragmatique, ainsi que notre engagement envers l'excellence du service client, sont les clés de notre réussite. Pour en savoir plus sur nos services et notre expertise en matière de gestion indépendante de patrimoine, visitez notre site web à Notre équipe se tient prête à collaborer avec vous, pour vous accompagner dans l'atteinte de vos objectifs de gestion de votre patrimoine.
11 to 50 staff
Haddad Advisory
Haddad Advisory ® is a global high caliber introductory, lead generation, capital introduction and business development services firm as well as a global investment holding company leveraging Dr. Carlos Haddad's unique and extensive international contact network built over the last 50 years in global business. Headquartered in Monaco with satellite offices in Brazil and India, we work in a collaborative partnership with our clients. Our goal is to help them accomplish and advance their mission by enhancing and expanding their business capabilities and/or providing direct investment in certain cases. Haddad Advisory operates according to our proprietary Open Source Collaboration (OSC) Platform whereas, in addition to our full time staff, we are able to integrate a number of accomplished and seasoned executives to our roster of qualified professionals. Finally, Haddad Advisory manages a 100 million USD investment fund, Genesis, fully funded by Haddad Advisory and whose investment mandate focuses on ICT in the MENASA region.
11 to 50 staff
Jar Capital
Founded in Switzerland by Gérald de Senger, JAR Capital is an independent private wealth management firm, fully owned by our employees and strategic investors, ensuring complete autonomy in our approach. Each entity within our group is regulated by the financial authorities in the countries where we operate. Our unwavering commitment to confidentiality, security, and ethics guides every action we take, allowing us to provide personalized and tailored advice to our clients. We value excellence and trust, placing their unique needs at the heart of our strategic decisions. JAR (Switzerland) SA is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and duly authorized to act as financial intermediary according to Art. 2 para. 2 let. a.bis Anti-Money Laundering Act (AMLA). The firm is affiliated to the Swiss Association of Asset Managers, member of the Sustainable Finance Geneva. JAR Wealth Management Pte. Ltd (202126007D) is regulated by the Monetary Authority of Singapore (MAS) and holds a Capital Market Services (CMS) licence to conduct fund management activities regulated under the Securities and Futures Act (SFA). JAR Capital (DIFC) Ltd is regulated by the Dubai Financial Services Authority (DFSA) under Reference No. F006774, and registered in the Dubai International Financial Centre (DIFC) and holds a Category 3C licence. JAR Monaco S.A.M. is fully authorized by the CCAF, License No. SAF/2025-02 Le Prince de Galles, 3/5 Avenue des Citronniers, Monaco
11 to 50 staff
Samm Monaco
Founded in 2008, SAMM was set up to be one of the very few truly independent financial advisory businesses in the Principality. Based in Monaco but with wide international experience, SAMM understands the needs of sophisticated investors and with diverse offerings extending into Private Clients, Institutions and Financial Products. SAMM intends to establish itself as a leading independent financial advisory group within the Principality with a global focus. Independence of thought, advice and service help SAMM recognize that each of our clients have their own philosophy, needs and wishes and it is through this recognition that SAMM is able to accommodate them with an individually tailored investment solution, evolving with clients and guiding them to achieve their goals. The management recognised early in 2010 that if they were to fulfill the true potential of the business they needed to recruit a number of highly qualified and experienced investment specialists and expand the product offering. As a result, Monaco residents Rob Rutter and David Vanrenen were approved as Shareholders and Directors in May 2010 and tasked with driving the Company forward in its objectives and strategy. Following a restructuring and new management focus, SAMM has expanded its staff base, its core competencies and its horizons. In-depth market knowledge, proven expertise and client focused commitment now makes SAMM the clear choice for value and wealth creation.
1 to 10 staff
Maharlika Crypto
World's First Asset Backed Cryptocurrency
11 to 50 staff
Acs Consulting Monaco
ACS Consulting est une société de conseil principalement dédiée au conseil en fusion-acquisition localisée à Monaco. ACS Consulting a réalisé plus de 140 transactions principalement en Europe centrale.
1 to 10 staff
Amberlake Partners
Amberlake Partners is an Investment advisory firm, regulated by the CCAF and the SEC, based in Monaco. In addition to the traditional portfolio management, we specialize in alternative investments. Our aim is to deliver best-in-class financial services to our clients focusing on delivering expertise, full transparency and cost optimization.
1 to 10 staff
Bmsoftware France-Monaco
BM Software est une société éditrice de logiciels spécialisés dans le traitement des messages SWIFT qui est le leader mondial de la messagerie sécurisée. Nous savons également réaliser d'autres standards par exemple le protocole FIX. Nos progiciels sont à même de répondre aux besoins du secteur financier mais également à ceux du secteur entreprises. Nos clients sont tous types d’entreprises, petites ou grandes, commerciales, financières, ou banques. Nous nous chargeons de la veille technologique sur les évènements chez Swift, et de mettre à disposition de nos partenaires des synthèses claires et adaptées à leurs besoins. Domaines de compétence de BM Software- Les messages Swift MT ISO 15022 /MX ISO 20022 - Les protocoles de transfert FIN, FileAct, Interact, FIX - Maintenance des releases Swift - Paiements et titres Solutions- Les transformations des opérations Clients en messages Swift, ou autres formats - Les règles de routage, ETL de configuration et transformations générique - Les workflows de paiements signature et gestion de trésorerie - Les titres - Les rapprochements de messages SWIFT et BI - Règlementaire - Workflows Avantages - SWIFT devient simple - Adaptation au hosting des clients - Solutions configurables - Automatisation de cas d’usages Nos Partenaires: Abeille Assurance, Cholet Dupont, Edmond de Rothschild, Fonds Bleu Extended Monaco, Fransabank France SA, IMC, KeeSystem, Microsoft, Swift, UBS Monaco SA Notre implantation: Nice, Monaco, Bordeaux
11 to 50 staff
Camcap Markets
CAMcap provide a diverse range of Execution, Research and Brokerage Services, tailored to suit the specific needs of mid-sized and institutional clients in the field of Structured Products, Credit and Equity Finance.
11 to 50 staff
Donedeal
donedeal is a strategic corporate finance advisory firm. We guide founders through the most pivotal transitions of their business and personal journey with strategic clarity, EQ and flawless execution. Think of it as a hybrid between- A pre-M&A strategy founder-centric thought partner - McKinsey like- A personal confidant for the founder(s)- A corporate finance deal maker who goes beyond pure play transactional execution. donedeal is built around the idea of the Founder Whisperer: a trusted ally and strategic confidant who sees the person behind the company. We know that when you’re facing a pivotal business transition, you’re not just making financial decisions. You’re deciding the future of your identity, your legacy, and your life’s work. We navigate the full journey with you, walk next to you, bringing clarity when it’s complex, calm when it’s intense, and conviction when it matters most, so every step reflects who you are, honours your vision and amplifies the impact you want to leave behind.
1 to 10 staff
Io Macro
Discretionary Global Macro strategy focused on identifying inflection points in markets.
1 to 10 staff
Veritax
At Veritax, we deliver specialist Yacht Compliance Services that keep your vessel fully aligned with international customs, tax, and licensing regulations. Backed by extensive industry experience and meticulous attention to detail, we help yacht owners, managers, and operators sail anywhere with confidence — ensuring every operation meets global compliance standards. From flag state requirements to ISM and ISPS audits, our team provides a comprehensive suite of compliance and fiscal solutions that safeguard your assets and reputation worldwide. Stay compliant. Stay confident. Operate globally with Veritax.
1 to 10 staff
Wartenberg Trust
Wartenberg Trust is a leading global investment management and advisory firm, which serves to selected number of high-net-worth individuals and wealthy families. Through our investment arm, we offer a range of alternative investment strategies and strive to create lasting value for our private investors around the world.
51 to 200 staff
Gryon House Monaco
Gryon House is Monaco based corporate service provider specialised in the provisions of independent strategic structuring and oversight of wealth for individuals and corporate entities.
1 to 10 staff
Ambo Invest
Self growing investment platform created for everybody. No financial knowledge needed to grow your money and achieve financial freedom.
1 to 10 staff
Iris Finance Monaco
Située en plein cœur de la Principauté, IRIS Finance Monaco propose une approche hautement personnalisée de la gestion de fortune sous mandat. Nous nous entretenons avec nos clients avant de leur soumettre ou de faire évoluer une stratégie patrimoniale élaborée à leur intention, en réponse à leurs seuls besoins. Nous favorisons un travail en architecture ouverte qui garantit l'impartialité de nos convictions. IRIS Finance International Group : Fondé en 2004, le Groupe IRIS Finance International est un acteur de référence qu'il s'agisse de gestion institutionnelle ou de gestion privée sur la scène européenne. Le Groupe compte 6 filiales pour 60 collaborateurs : IRIS Finance, IRIS Finance Monaco, Createrra Finance, Compagnie Financière Genevoise 1855, Chahine Capital, Dynasty Asset Management.
1 to 10 staff
Monaco Fleet Solutions
Monaco Fleet Solutions aims to be your future, exclusive partner in long term leasing agreements within the Principality of Monaco. Along with our in-depth experience, a professional yet individual approach allows us to offer a solution in which quality - not quantity - is all-important.
1 to 10 staff
Monaco Private Advisory Mfo
Monaco Private Advisory is a Multi-Family Office dedicated to providing personalized legal, tax, real estate and commercial advice, and financial supervision, as well as operations support to high net worth individuals and families in Monaco and beyond. At MPA MFO, we believe that planning, management and execution should be tailored to the unique needs and goals of each individual or family. That is why we offer a wide range of services, including private and corporate advisory and structuring, wealth and tax services, financial affairs, family gouvernance and philanthropic management. Our team of experienced professionals is committed to building long-term relationships with our clients and providing the highest level of service by using a hybrid human touch with the most innovative technology, for a real-time outlook of our clients' wealth assets.
1 to 10 staff
Pacor Secoma S.A
Since 1975, the Pacor Secoma Group has been providing trusted entity establishment and administration services that meet a wide range of corporate, personal and financial needs to our clients across the world. We operate across a wide variety of jurisdictions and deal with both International Business Companies and Trusts.
1 to 10 staff
Monterra Wealth Management
Basée au cœur de la Principauté, Monterra Wealth Management puise sa dénomination dans la contraction de son ancrage à Monte-Carlo, et des profonds engagements de la société en faveur d’une gestion durable.
11 to 50 staff
Realcap
Real Capital Association (RealCap) is the 1st European network serving Private and Insitutional Investors, Investment Funds, Private Equity and Building Societies. The Organisation facilitates the sale and acquisition of companies and properties, and the access to capital and financial markets. RealCap operates on a European level, and has offices in London, Brussels, Luxembourg and Monaco.
11 to 50 staff
Winnest
Winnest, Crypto Coin developer WNC/TWNC using a revolutionary economic dynamic based on multi level social affiliation cryptocurrency.
11 to 50 staff
Maximilian Capital
We are an Asset Management firm focused exclusively on blockchain & Crypto. We invest in innovative ideas and projects that serve as the core infrastructure pieces of the blockchain ecosystem. The faith we have in cryptocurrency is unprecedented. We believe it has the potential to solve trillion dollar problems as well as giving third-world countries a bridge to a financial revolution.
1 to 10 staff
Meiven Partners
We are an Advisory Management Firm thriving to accompany individuals and companies in their growth prospects and actualization of their goals. WHAT WE DO 1- Investment Banking Advisory Services 2- Wealth Management Advisory Services 3- Direct Investments 1- Investment Banking Services We are faithful to the entrepreneurial values and to the business vision of companies and entrepreneurs with whom we engage in added value transformative actions- Advisory Services for Early-Stage Startups - Target Identification and Sourcing of Mergers & Acquisitions - Strategic Advisory 2- Wealth Management Advisory Services A Trusted Partner in Preserving and Growing Your Legacy. Our wealth management solution provides our clients with a consolidated view of their assets offering objective and non-conflicting advice to help them build an efficient and tailored global portfolio with a focus on absolute returns while catering to their specific needs. We understand that safeguarding and nurturing your wealth is of paramount importance. Our Wealth Management Advisory Services are designed to provide comprehensive, personalized solutions that cater to the distinct needs of affluent individuals, families, and institutions. With a keen focus on building enduring relationships, our team of seasoned professionals combines expertise, discretion, and a thorough understanding of the global financial landscape to deliver exceptional results. 3- Direct Investments We assess and invest our own capital into multiple asset classes including- Private Equity - Venture Capital - Real Estate - Listed securities - Private Debt Our investments are done through highly curated fund managers, direct participations and co-investments.
1 to 10 staff
Microanalytics
MicroAnalytics enables financial inclusion for the world’s unbanked, from Africa to Latin America and Asia. From data and airtime advances to handset financing and mobile money loans, our machine learning, AI and big data analytics fuel our decision engines to dramatically expand Mobile Financial Services, utilising the power of data. MicroAnalytics has provided more than $4.5 billion in airtime/data credits and loans to more than 1.6 billion consumers since its inception, via more than two billion micro advances.
11 to 50 staff
Unumar Family Office
UNUMAR is a family office based in Monaco, dedicated to providing tailored solutions for families focused on preserving and growing their wealth through a hands-on approach. We serve as a single point of contact for our clients, assisting them in wealth advisory, project management, administration, and lifestyle needs. Our tailored wealth advisory services deliver consolidated insights across all portfolios - financial, real estate, and more - empowering informed, strategic decision-making. With expertise in real estate in both Monaco and London, we also assist our clients with project administration and a range of lifestyle services, including document handling, insurance coordination, and travel arrangements. At UNUMAR, we prioritize our clients’ family goals and peace of mind, ensuring their wealth and legacy are managed with expertise and utmost care.
11 to 50 staff
