A Customised Offer
Andbank Monaco’s specialist managers select investment themes in the context of a completely open architecture. Investment choices are made:
- through a selection of securities under management mandates,
- around investment ideas proposed to private bankers in the context of advisory management.
In both cases, investment choices are refined, adapted and applied on the basis of the constraints and demands laid down by our clients. This offer is based around a range of management tools:
- experienced managers,
- a dedicated investment committee,
- a fine selection of investment funds,
- tailor-made structured products,
- an intense synergy between the specialists and market economists of the Andbank Group,
- a very close relationship with the analysts and research teams of major international financial groups
Andbank Monaco accompanies clients in the implementation of wealth solutions beyond mere portfolio management. Together, we handle our clients’ wealth in its entirety to propose tailor-made solutions.
To this effect, we use the wealth skills of our dedicated teams, both locally and in cooperation with Andbank Group’s international teams.
Tailor-made tools are used to customise our clients’ wealth projects:
- life insurance;
- inheritance planning:
- the structuring of wealth management companies
- the financing of real estate assets
- support in taking up residence in the Principality of Monaco