Wealth Management – Monaco
A service tailored to clients living or investing in Monaco
Deep understanding of clients’ needs in Monaco
Our Wealth Management business provides expert knowledge to both local and international clients, including families and executives that work for industrial and commercial groups. We help them structure and plan their international wealth, secure private financing and manage their assets. We also give them the opportunity to invest in a range of Monaco-based mutual funds.
WHO WE WORK WITH
Entrepreneurs
Whether you’re from a successful entrepreneurial family or you’re starting out on your own, it’s never too early to seek sound advice. Whatever stage of your entrepreneurial journey you’re at, we’re here to support you.
WHAT WE DO
Advice and Planning
Whether it’s providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides.
Banking & Lending
From day-to-day services to project financing, we offer you a custom-tailored experience to meet your needs.
Align your investments with your values
Sustainable investing
We believe responsible investing is the best way to deliver superior returns for our clients. Because environmental, social and governance issues are a source of both risks and opportunities, careful analysis of them is the start of our investment process
Get in touch
Rothschild & Co Wealth Management Monaco
Villa La Madone
11 Boulevard des Moulins
Monaco 98000