Our values | Financial Strategy Monaco

Values

Professional secrecy

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

Independence

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

Experience

Established in 1998, Financial Strategy holds one of the oldest asset management agreements in Monaco.

Trust

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

Reliability

Financial Strategy is audited by the CCAF, the SICCFIN, the Statutory Auditors, the External Auditors (PwC), and ensures that its collaborators are trained to deal with anti-money laundering issues (IUM).