In honor of International Women’s Day, all women entering to a CMB agency on March 8th will be offered a rose.
CMB is already engaged with a women audience thanks to the Academy for Women and Finance, that aims to share with our participants the skills and knowledge required for a successful Wealth Management.
“Exclusively dedicated to women, the Academy Women and Finance knows a great success since its creation in 2016; underlining CMB’s commitment and dedication towards its feminine clientele.” said Werner Peyer, CEO.
Marie-Hélène Parisi welcomed the participants of the eighth session of the Academy for Women and Finance, on Tuesday February 8th, at the Meridien Hotel in Monaco.
The topic of this session, “Act today for your family’s future” was introduced by Mireille Lefebvre, manager of the Wealth Planning service at CMB, and Frédéric Cottalorda ,of the legal consultancy office, “Auriga” in Monaco. Their focus: how to transfer a family’s legacy.
“One often confuses the estimate versus the real value of a heritage” explains Werner Peyer, CEO of the CMB, “there is however, an actual difference between these two notions. It is at this juncture that the assistance of an expert in Wealth Planning is duly justified”.
Compagnie Monégasque de Banque (CMB) and Monaco Inter Expo (MIE) have signed a five-year partnership in order to promote the radiance of the Principality of Monaco on a local and international scale. Monaco Inter Expo presents the Principality of Monaco during large-scale promotional events, exhibitions, fairs and conferences.
Sirs Etienne Franzi, President of CMB and Albert Croesi, CEO of Monaco Inter Expo have sealed their agreement on February 15th 2018, in attendance of Gilles Tonelli, Minister of Foreign Affairs and Cooperation, Richard Milanesio, Adviser at the Sovereign Prince’s Cabinet, Mireille Pettiti, President of Monaco Inter Expo and Werner Peyer, CEO of CMB.
For further information please visit MIE Website: http://monacointerexpo.com/en/
Thanks to the CMB, the LTHM has been equipped with 16 iPad Air for its restaurant application.
The app allows the students to take orders in an innovative and more efficient way, ensuring an optimal service to the daily customers of the “Cordon d’Or” restaurant on site.
Patrice Cellario, Minister of the Interior accompanied with Isabelle Bonnal, National Education Director, Youth and Sports, and for CMB Etienne Franzi, Chairman and Werner Peyer, CEO, experienced this new way of taking client’s orders during lunch organized in this restaurant Wednesday 14th February.
Eighteen months from the launch of the Strategic Plan the Mediobanca Group confirms the validity of the direction undertaken with a net profit up 14% and a net interest income up 6% demonstrating its high capability in terms of growth, quality and sustainability of results.
For further information visit: https://www.mediobanca.com/en/media-relations/press-releases/financial-statements-for-six-months-ended-31-12-17-approved.html
The 4th session of the Academy of Philanthropy took place on Tuesday February 6th at the Meridien. The participants discovered a new topic “Asset Management”.
Florence Tournier, of the Sohn foundation and special guest of this edition, explained the support they are providing to research, technologies and programs fighting against pediatric cancer.
For further information visit www.sohnconference.org/monaco
CMB launches its brand new advertising campaign in front of the Hotel Hermitage of Monaco on an 80m² billboard. In the heart of the golden square, next to the bank’s headquarters, the artwork highlights CMB’s tailor made services, and proudly lays claim to our Monegasque identity.
With a gross performance of 6.4% in 2017, Monaco Corporate Bond achieved the best performance out of 55 funds from it’s category of Morningstar’s 4- and 5- star funds. Monaction High Dividend Yield had a similar success with a gross performance of 10.3% in 2017, putting it in 4th place out of a total of 35 funds.
Morningstar is an independent society which publishes data, results and analysis on a large range of investment products http://www.morningstar.com/company/
The second class of the Academy for Women & Finance attended to the seventh module of their formation at the Méridien, on Tuesday, January 23rd 2018.
Marie-Hélène Parisi, Director of the Academy, welcomed the 25 Academicians that were able to realize the importance of credits as part of a well structured asset strategy. Assisted by Laurent Roby, a subject matter expert at the CMB, the module “Credits, a useful instrument” is on the continuation of the previous topics such as the economy, financial markets, wealth management, and financial instruments, covered during the previous sessions.
“In view of the evident success of the Academy for Women and Finance and the Academy of Philanthropy, we are proud to have promoted the synergy between our academician’s desire to learn and our expert’s desire to share their knowledge” said Werner Peyer, CEO of the CMB.
January 17th CMB and the Grimaldi Forum renewed their partnership in presence of, for CMB Etienne Franzi, Chairman, and Werner Peyer CEO and for the Grimaldi Forum, Henri Fissore, Chairman and Sylvie Biancheri, Managing Director.
The signature took place during the press conference presenting the 2018 season. The Grimaldi Forum is playing in the big leagues of international events with high standing shows. http://www.grimaldiforum.com/fr
CMB is very proud to stand side by side with one of the most prestigious institutions to promote the image of the Principality.
The third session of the Philanthropy Academy took place on January 9th at the hotel Meridien in Monaco. “Academicians” had the opportunity to discover the necessary steps to drive a philanthropic project and choose between the different vehicles from the simple gift to the creation of its own Foundation.
Mister Francisco Diaz, Head of the Cuomo Foundation, shared experiences in their quest to provide education to the disadvantaged young. www.fondationcuomomonaco.org
The sentence of the day is inspired from an African proverb: “Alone you may go faster, together you go further”.
CMB has been granted the award of “Best Private Bank in Monaco 2017” by the financial magazine “International Banker”.
This award recognizes the performances and innovativeness of the best managers and financial institutions.
“This new award testifies our ability to listen to our clients and take their feedback into account” quoted Werner Peyer, CEO of CMB.
For more information, visit: http://cmb.mc/uploads/downloads/6-17-communique-de-presse-intl-banker_-en.pdf
CMB launches the mandate ESG (Environmental, Social and Governance). The mandate invests in companies and countries that contribute to the development and the future of our Society and are committed to build a better word.
The ESG mandate relies on a selection of investment vehicles corresponding to ESG values, with a “Best in Class” approach.
For more information, visit: http://www.cmb.mc/uploads/downloads/2-11-mandat-esg-gb.pdf
Great performance for CMB’s employees and their relatives who ran 6 921 laps.
For the organizers, the 2017 edition is the best since the creation of the NFL: 436,980 km covered by 371 teams. The 12,967 participants took turns, non stop for 9 days to help sick children.
On Tuesday, November 7th, the 2nd session of the CMB Philanthropy Academy, launched last month, addressed the planning of a philanthropic strategy. Mrs. Nancy Dotta and Maître Cristina Rossello honored the students with their presence and shared their respective experiences on the subject.
"We are proud to welcome renowned philanthropists to our Academy," said Werner Peyer, CEO of CMB. "They represent a real example for future generations."
CMB launches on Tuesday 24 October 2017 the first session of the Philanthropy Academy which is the Bank’s response to a growing demand from its clientele in this area. The six-module course covers all the topics that a philanthropist needs to understand in order to embark on the adventure. For its kick-off, His Excellency B. Fautrier, Vice-President and CEO of the Albert II Foundation, honored the participants with his presence.
"Philanthropy means being committed to working for the well-being of humanity," said Werner Peyer, CEO of CMB, adding "an institution like ours has a duty to get involved in the future of the next generations".
CMB, the partner bank of the Monaco Pavilion, is proud to wear the Monegasque colors of the Principality in Astana. It participates in its outreach in Kazakhstan while actively supporting "Energy of the Future", the theme chosen for the exhibition.
Mr. Franzi (President) and Mr. Peyer (CEO) accompanied the official delegation on the occasion of the Monegasque Day on June 25th to represent the Bank alongside the other partners of the Monaco Pavilion.
CMB is named “Best Customer Service Private Bank in Monaco” for
the second consecutive year and “Monaco Banking Ambassador” for the first time by the
international magazine The European in its prestigious 2017 awards.
The European magazine in collaboration with the Tomson Reuters Group, analyze in their annual Global Banking & Finance Awards the performance of banks and financial institutions. The winners are nominated through an online voting system where capacity to innovate, knowhow and quality of service are major considerations.
On March 21, 2017, Compagnie Monégasque de Banque celebrated the first graduation of the “Academy Women & Finance” where all twenty participants were awarded a diploma.
The training program makes CMB a pioneer in this field. "It is the first Private Bank to offer such a structured academic program to its clients," explains Werner Peyer, CEO of the bank.
The nine modules completed by the participants in the course of one year enabled them to take on a leading role in managing the family wealth. The topics of financial markets, asset allocation, credits from on to behavioral finance covered in the 27 hours of lessons set the foundation for participating actively in financial decisions.
CMB will continue to further investigate educational needs and will commence its second session of the CMB Academy Women & Finance series April this year.