Individual management under mandate

The AMAF (Monaco's Financial Activities Association) has, among many objectives, to make the Place better known to residents by showing them that they can find in the Principality, in the Finance branch, teams as competent as on other competing Places and with a real know-how.

To this end, the association wished to develop a series of conferences on the theme of individual management under mandate. The first of these was held on October 5th, with a variety of subjects, but all of them showing a real expertise.

In the introduction, Mr Patrick Churchill, CEO of Churchill Capital SAM, spoke of investment opportunities outside the usual financial centers.

Then, Mr Martellini, Senior Portfolio Manager of the Compagnie Monégasque de Banque, detailed the mandate of discretionary management in "Smart Beta" securities.

Ms Stéphanie Agrefilo, Portfolio Manager of Societe Generale Private Banking Monaco, demonstrated the possibility for socially responsible clients of tailor-made banking offers.

Mr Robinson, CEO of Altana Wealth Monaco, spoke on "Blockchain and Bitcoin".

Finally, the intervention cycle was closed by Mr Mingazzini, Risk Manager of GFG Monaco SAM, which detailed the AAA system, Active Asset Allocation: Systematic way of investing.