Finance & Wealth in Monaco
147 companies 5 trades last updated
Banks, wealth managers, family offices and insurance brokers based in Monaco. The family also covers payment and currency exchange services.
The 5 categories in Finance & Wealth
Choose a trade to see the list of companies.-
Wealth management
68 Portfolio management, fund management and financial brokerage firms established in Monaco. View all 68 listings -
Insurance & Brokers
35 Insurance brokers, agents and insurers established in Monaco. View all 35 listings -
Banks
23 Retail and private banks established in Monaco. View all 23 listings -
Family Office
15 Family offices and multi-family offices established in Monaco. View all 15 listings -
Payments & Currency Exchange
1 International payment and currency exchange services provided by companies based in Monaco. View listing - Can't find your trade? Search by business sector: 277 sectors, listed by NAF code. Browse sectors
Finance & Wealth in Monaco: what you need to know
Five categories
The family brings together finance and wealth professionals established in Monaco. Banks hold accounts and offer loans and banking services. Firms in Wealth management manage portfolios or pass on orders to the financial markets on behalf of their clients. Family offices help families organise their wealth as a whole. Insurance brokers, grouped under Insurance & Brokers, advise on and place insurance contracts. A final category covers international payments and currency exchange.
Choosing the right contact
A bank, a portfolio manager and a family office can all work for the same client, at different levels: the bank holds the assets, the manager takes investment decisions under a mandate, and the family office coordinates everything. Each company's listing sets out its services and the clients it serves.
What is found elsewhere
Legal, tax and accounting advice falls under the Law, Accounting & Advisory family, and company administration under the Business Consulting category.
Frequently asked questions
What is the difference between a private bank and a management company?
The bank holds accounts, safeguards assets and grants loans. The management company manages portfolios for its clients, whose assets are most often deposited with a bank. Many banks also offer wealth management.
Where can I find tax advice?
Tax advice is not part of this family: accountants, tax advisers and legal professionals are grouped in the Law, Accounting & Advisory family. Management companies and family offices often work with them.
Do these institutions serve businesses?
Depending on their activity, yes: banks, insurance brokers and payment providers serve businesses as well as individuals. Wealth management firms and family offices mainly serve individuals and families.
Other business categories in Monaco
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