Financial Strategy

FINANCIAL STRATEGY is a company specializing in the management of portfolios of securities and forward financial instruments on behalf of third parties, operating both in the Principality of Monaco and abroad. The company also offers order transmission services on the financial markets, covering a wide range of financial assets. In addition to these activities, FINANCIAL STRATEGY offers advisory and assistance services in portfolio management and order transmission, as well as the management of foreign-registered collective investment schemes.

With its solid expertise and customer-centric approach, FINANCIAL STRATEGY is committed to providing tailor-made financial solutions, adapted to the specific needs of each customer. The company also carries out a variety of commercial, financial, securities and real estate operations directly related to its corporate purpose, consolidating its position as a key player in Monaco's portfolio management sector.