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At a time when wealth management and estate planning are becoming increasingly complex, Trent McCAMLEY, along with his son Will, has moved his successful wealth management business from Australia to Monaco. In this interview, Trent talks about his professional motivations, the unique advantages Monaco offers to UHNWIs, and the long-term vision guiding his family's future in the Principality.
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René Gehamy, Head of Credit Advisory at CMB Monaco, talks about his department's mission and the financing solutions offered by the bank for large-scale real estate projects such as Mareterra.
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SGMC Capital, recently established in the Principality of Monaco, stands out for its unique and innovative approach to asset management and advisory services. Its founder, Filippo Bondurri, talks to us about the company's specific features, its track record and its ambitions for the years ahead.
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On 12 December, Thomas Lhuillier, Managing Director of Banque Richelieu Monaco, welcomed Jean-Marc Daniel, renowned for his incisive and enlightening analysis of the contemporary economy. A graduate of the École Polytechnique and a specialist in the history of economic thought, he spoke to Alexandre Hezez, Group CIO &Strategist of Banque Richelieu, and Nicolas Rajner, CIO of Banque Richelieu Monaco. We spoke to Jean-Marc Daniel.
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MONTERRA is dedicated to implementing an innovative, tailor-made approach to wealth management. Founded in 2018, this Monegasque financial advisory company, 100% owned by its founders, meets the expectations of an ultra-demanding Monegasque and international clientele.
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The third Wealthtech Summit conference in Monaco, jointly organised by DIATN and AMAF, the leading event in the Principality for exploring innovations and emerging technological trends applied to wealth management, this year addressed the subject of ‘Artificial Intelligence and Investment: the new frontiers of finance’. The speeches were very much appreciated by the participants, more than 100 professionals gathered for this3rd edition, from the welcome address by AMAF President Robert LAURE, to the speeches by specialists and the presentation by Mr GENTA, Interministerial Delegate for Attractiveness and Digital Transition. Jean-Philippe DESBIOLLES, Managing Director of IBM: ‘We have moved from a deterministic to a probabilistic world’. All the speakers agreed in illustrating the new industrial revolution we are facing, in the Principality as in other international financial centres.
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Heroics Capital Monaco set up in the Principality in January this year. This new, highly ambitious management company focuses on UHNWI entrepreneur clients. We spoke to Julien BAPTISTE, its CEO.
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Adina Bates, head of yacht finance, and Nicolas Feit, CEO of Société Générale Private Banking Monaco, on how well-structured lending can be part of a pragmatic ownership strategy.
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Thomas Duteil, Co-founder & Partner at TRAJAN Capital, shed valuable light on private equity in European SMEs when he spoke in the Principality at the invitation of Edmond de Rothschild Monaco.
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Financing Maritime Infrastructure & Innovation for Climate and Oceans, a not-to-be-missed event during Ocean Week, aimed at accelerating financing to support the transition to a low-carbon maritime industry.
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Managing Director of UBS Monaco, Alejandro VELEZ has extensive international experience and a solid understanding of the financial world. He talks to us about UBS Monaco's ambitions, and his convictions in terms of sustainable investment.
