Products and Services

2015-01 penta-advisory

Loïc de Villeneuve took over the management of LCL Monaco a little over a year ago. He shares with us his thoughts on the positioning of his establishment in the Principality and on the Monegasque financial center.

2015-01 penta-advisory

After Penta Advisory Monaco SAM, and Penta Asset Management SA in Switzerland, the tandem Maurice Benezra, founder of the Group, and Franck Biancheri created Penta Monaco Multi Family Office SAM, a wealth management services company, at the beginning of the year. Franck Biancheri, former Minister Plenipotentiary for Foreign and International Financial Affairs, explains his strategy.

2020 04 22 El Masri Serene

Alexandre Rousseau, Chief Executive Officer of Société Générale Private Banking Monaco, shares his thoughts on Post-COVID.

2020 04 22 El Masri Serene

Union Bancaire Privée (UBP) is a pure-play private bank specialising in wealth management for private and institutional clients. Sérène El Masri was appointed Site Manager of UBP’s Monaco branch one year ago. We spoke to her about her impressions of Monaco as a financial centre.

2019 10 gfg funds

In a low interest rate environment, the stress experienced in the markets is evident. Two years ago, GFG (Groupe Financier de Gestion) Monaco started launching Alternative Alpha Strategy, a selection technique for liquid alternative investment funds developed in-house by GFG Lab, GFG’s quantitative division.

2019 10 04 rousselot

According to the results of the fourth barometer published by the Association Française du Family Office (AFFO), private equity makes up 21% of allocations. Assets under management in private market funds had reached $4 billion and $2.5 billion in private equity at the end of 2017. In the face of this strong demand, significant challenges are now emerging that fintechs need to address in order to support the development of private equity.

2019 09 10 jpurcell

Impact investing and mainstream private equity have joined forces. An ambitious UBS Global Wealth Management plan created three years ago has attracted two-and-a-half billion Swiss francs of investment that seeks to generate market rates of return and a measurable, verifiable, positive impact on people and planet.

2019 05 10 voltylab

Voltylab is a young independent SAM: it launched in 2015, with the ambition of bringing added value in the international market for structured products. Deputy chairman Filippo Colombo and managing director Bruno Frateschi agree on the values that motivate them and define their company: Honesty, Transparency, Serenity.

loic-chollet

Loïc Chollet-Vergé has been the manager at Caisse d’Epargne Côte d’Azur’s Monaco branch since early 2018. The Institut Polytechnique and University of Berkeley graduate and engineer joined Natixis, where he remained for twelve years, after working as a consultant at Arthur Andersen. We asked him about his vision of Monaco and his plans, after one year in Monaco.

2019 02 27 mfo

Monaco began transforming its financial center in the early 2000s following a worldwide trend, which has brought on increased fiscal transparency. This evolution both predictable and inevitable, has led to a concentration of banks: their number has been reduced from 45 to 30 so far, but these changes remain a real opportunity for Monaco!

2019 02 08 certification confidentialite

Gregory Moscato, holder of a PhD in finance, directs the Master in Finance at the International University of Monaco (IUM). In charge of the Finance Certification programme at IUM since 2014, he has been mandated by the Monegasque Association of Financial Activities to supervise the new Confidentiality Certification programme. Meet him.