Activities and Services
Consulting and services
Offering professional services according to the client’s instructions
Monaco Asset Management provides customised services and consulting.
Our tailor-made services to our unique private clientele include mortgages, boat leasing, financial structures, tax advice, life insurances, estate planning, etc. We build portfolios to meet their specific requests, diversify their portfolios using a variety of financial instruments, meet their families’ unique needs, plan their retirement or estate management, etc
Our experienced support is available to you at all times to ensure the optimum management of your assets in accordance with your instructions
We offer our clients the facility to:
- Audit their existing portfolios by reviewing their global allocation (asset classes, sectors, geography…)
- Analyze and monitor their performance either globally or through a breakdown by asset manager.
- Control their costs: fees and commissions paid in each account, hidden fees for each asset class, product and transaction fees
- Seek our help to renegotiate terms and conditions with their different financial institutions.
- Deliver a real-time consolidated value of their total assets, as well as providing a regular global asset report.
© Monaco Asset Management - Villa Les Fleurs - 27, Blv Princesse Charlotte - MC - 98000 Monaco