Our values | Financial Strategy Monaco



Professional secrecy is at the core of our business, which is ensured by Monegasque law.


Financial Strategy is held by private shareholders, which guarantees the independence of the company from banking institutions.


Financial Strategy is one of the oldest wealth management companies in activity in Monaco, holding its agreement since 1998.


We build long-term relationships with our clients. Many of them have trusted our relationship managers since the very beginning of Financial Strategy.


Financial Strategy is audited by the CCAF, the SICCFIN, the Statutory Auditors, the External Auditors (Samba practice), and ensures that its collaborators are trained to deal with anti-money laundering issues (IUM). The financial statements are prepared by PwC. Finally, we are members of the Monaco Economic Board.