Monaco Asset Management

Asset Management

Asset management may be discretionary or advisory.

The management objectives – whether on a discretionary or an advisory basis – are defined with each client based on:

  • The desired level of risk
  • The client’s wealth-management objectives
  • Particular succession or inheritance issues
  • The desired investment horizon
  • Expected annual returns

In addition to providing asset management services to clients, we can also offer assistance in defining an overall wealth management strategy.