Know us | Financial Strategy Monaco

About us

Over 20 years of presence in Monaco

Since its foundation in 1998, Financial Strategy S.A.M. has one of the oldest wealth management agreements in Monaco and has a solid experience of its team.

Our company was born from a synergy between human, technical, and logistical resources to provide financial and fiduciary services to private and institutional clients.

Internal organization

We work together as a strong and experienced team to serve our clients.

Here are some key statistics

  • 100%: All our staff are permanent employees
  • 50%: The part of women in our company
  • 53%: The share of our employees whose seniority exceeds 5 years
  • 81%: The percentage of our employees with a higher education degree

Depository Banks

We manage our clients' assets held in Monaco's main banks but also internationally. We currently work with more than twenty banking institutions, including CFM Indosuez Wealth, CMB Monaco, Julius Baer Group, and EFG Group.