Financial Strategy Monaco

About us


After joining Shearson Loeb Rhoades Int. Ltd as a trader and Vor Financière (UK) Ltd as a relationship manager in London, he joined Surfid SA in 1981, a wealth management company founded by his father and established in Lugano, and quickly became its Managing Director. The activity of the company focuses on consulting in financial investment in Switzerland and abroad.

In 1998, his career took a major shift when he decided to set up a new challenge in Monaco: the foundation of Financial Strategy.

Besides, he became a member of the Board of the Monegasque Association of Financial Activities (AMAF), as a representative of the Wealth Management Companies and will be a member of the Board for 12 years.

This success led him to be named Knight of the Order of Saint Charles on November 19, 2007.