• A local bank with dedicated multilingual and multicultural bankers from a variety of different backgrounds to meet our international clients’ various needs,
  • Tailor made offering for HNWI and UHNWI, entrepreneurs and families, 
  • Investment across the full range of assets: discretionary mandates, advisory, direct access to the trading room, and dedicated funds
  • Financing offering: our credit structuring team has wide-ranging, consolidated experience in portfolio finance or real estate finance (simple or complex)
  • Wealth planning services: our team designs tailored and rigorous financial plans
  • An international footprint through the Mediobanca network: Mediobanca Group, an international player and the Italian leader in investment banking, is strongly committed to the development of asset management business, through the creation of strategic partnerships like Cairn Capital in the UK and RAM, a sophisticated artificial intelligence platform that serves the whole group

Our ambition is to offer you a redesigned Wealth Management experience. We help private clients and their families to manage, preserve and strengthen their wealth, through sophisticated financial strategies suitable to their specific needs and ambitions.

If you have any questions about the many possibilities offered by Wealth Management, please contact wealthmanagement@cmb.mc