Financial Strategy Monaco

About us


With more than 30 years of banking experience in wealth management, D. Roustan has managed several financial institutions in the Principality.
He began his career in 1987 at Banque Transatlantique de Monaco (CIC Group) as a client advisor and later as a portfolio manager.

From 1995, he occupied several management positions at Banque Monégasque de Gestion (Unicredito group) and then once again at CIC Banque Privée Pasche as head of Asset Management, then as Managing Director in 2002.

In 2006, he was appointed Managing Director of  Capital Invest management company a Deutsche Bank Partner SAM, which became Julius Baer Wealth Management SAM in 2007. He was appointed Chief Executive Officer in 2009 and has be involved in its growth until 2017.

At the end of such a successful career, he joined Financial Strategy in 2018 as Managing Director, becoming a partner.