Invitation Geneva 11 May 2017

Why is Monaco attractive for wealth management?

Planet of Finance is happy to collaborate with CFM Indosuez Wealth Management for our traditional afterwork, in Geneva, on May 11.

Beyond Monaco’s glamorous image, we’re inviting you to discover opportunities in wealth management for you and your clients.

  • What are the advantages of the Principality of Monaco?
  • Why book an account in Monaco?
  • What will be the impact of the Automatic Exchange of Information between Monaco and Switzerland, starting in 2018?
  • Discover the premium services of banking in Monaco.

These questions will be discussed by our panel composed of 3 experts :

  • Yves Braccalenti, Development Director at CFM Indosuez Wealth Management
  • Natalia Richarte, Head of External Managers at CFM Indosuez Wealth Management
  • Stéphane Garino, Partner at KPMG Monaco

The event will take place at:

Fintech Fusion
50 avenue de la Praille – 1227 Carouge – Geneva
on Thursday 11 May 2017 at 6.00 pm

The presentation will be followed by a cocktail networking session.

The nearest carpark is at parking P+R Etoile located right in front of the venue.

If you have any questions, please contact:
Elodie Bariseau on +33 6 43 91 73 98

About CFM Indosuez Wealth Management

The Indosuez Wealth Management network is represented in Monaco by CFM Indosuez Wealth. Its roots there date back to 1922, when it was created by some of Monaco’s leading families, some of whom are still stakeholders by 30%.