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.
Can you tell us about the beginnings of SGMC CAPITAL in Monaco and your vision for the company?
The idea of founding SGMC CAPITAL in the Principality had been close to my heart for a long time. The company officially started operations this summer, following the granting of our license, and our objective is clear: to offer a high-end asset management and advisory service, combining local expertise with an international outlook. We have structured SGMC CAPITAL around two main areas: discretionary management and strategic advisory services, enabling us to tailor our services to the diverse needs of our clients.
What are the core values that guide your approach?
Our approach is based on a philosophy that puts the customer at the center of all our decisions. By offering a “best practices” perspective inherited from our past experience in private office and banking, we ensure that every decision we take is perfectly aligned with our clients' objectives and ecosystem. Proximity, trust and integrity are the values that guide our day-to-day work.
Finally, we are committed to absolute transparency. As such, we have decided to refuse any form of retrocession to avoid conflicts of interest.
How is SGMC Capital positioned in relation to the competition?
SGMC CAPITAL is an international, independent platform with extensive experience in wealth management.
Our company is also distinguished by its dual location, here in Monaco and in Singapore. The Principality of Monaco is a leading financial center for Europe, just as Singapore is for Asia. This unique link creates synergies and investment opportunities between Asia and Europe.
Can you describe your main services?
They focus on three pillars. The first is discretionary management, where we provide comprehensive management of our clients' portfolios in strict compliance with their risk/return profiles. The second is tailor-made investment advice, where we bring our expertise to bear in guiding our clients' decisions in line with market trends. Finally, we also offer support to clients wishing to manage their assets or set up specific investment solutions, drawing on the best practices of the private office.
Which sectors do you favor in your investment strategies?
It's important to combine top-down analysis with bottom-up selection in the final choice of investment securities.
We manage all stages of the investment process: allocation strategy, geography, sectors and style; choice of investment instruments; monitoring of order execution and reconciliation. Our expertise focuses on technology, as we firmly believe that technological innovations will continue to play a crucial role in the global economy, and on the credit sector.
How do you see SGMC evolving in the coming years?
Our vision for SGMC is to grow sustainably by attracting talent and integrating the best technologies to support our development. We have already put in place high-performance tools for management and consulting, and we intend to strengthen our position in Monaco while exploring new growth opportunities, if the conditions and partners are aligned with our values. Our aim is to gradually expand our institutional and private client base, while maintaining a personalized, quality-focused approach.
What impact do regulations have on your business?
At SGMC CAPITAL, we are scrupulous about complying with all applicable standards and adapting our practices accordingly. This is a crucial aspect for everyone in our industry, and one that calls for an extra effort to strengthen transparency and compliance.
Have you seen any impact from the recent US election on the markets and, consequently, on your investment decisions?
The US presidential election has had a definite effect on financial markets, particularly on equities and foreign exchange. We are carefully analyzing these movements and remain attentive to the strategic decisions of the new administration, as they will influence the key sectors in which we invest. The United States remains a global growth engine, and we are keeping a watchful eye on the opportunities arising from it.
In conclusion?
I'd say that our greatest pride is in having built a company that integrates unique skills, an international vision and a hands-on approach to financial activities. The road we have travelled to establish SGMC CAPITAL in Monaco has not been without its challenges; our ambition now is to continue this adventure and provide the best management solutions for all our partners, while remaining true to our principles and values.
