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Monterra Wealth Management

Wealth management

Presentation

Monterra Wealth Management specializes in managing portfolios of securities and financial futures on behalf of third parties, operating both in Monaco and abroad. The company also offers order reception and transmission services on the financial markets, covering a wide range of financial assets. Monterra Wealth Management also offers advisory and assistance services in portfolio management and order transmission, guaranteeing personalized, optimized management of its clients' investments. The company also excels in the management of foreign collective investment schemes.

With its recognized expertise and performance-driven approach, Monterra Wealth Management is committed to providing financial solutions tailored to the specific needs of each client. 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.