Financial Strategy Monaco

About us


After joining Vor Financière (UK) Ltd and Shearson Loed Rhodes Int. Ltd in London, he joined Surfid SA, a wealth management company in Lugano, in 1981 and quickly became its Managing Director. The latter's activity focuses on consulting in investment funds, the purchase, sale, and management of real estate 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 his own wealth management company, 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.