Over twenty years of expertise in the preservation and optimization of financial assets.
Incorporated in 1998, Financial Strategy is one of the oldest wealth management companies in Monaco. In a fast-changing economic climate, we have adapted and met the many challenges offered by the financial markets.
Throughout the years we have been growing by staying true to our values, while expanding our range of skills. The sustainability of our business relationships reflects the satisfaction of our clients.
We have been established in the Principality for many years and are involved in various events designed to promote the Monegasque culture and young talents.
Our investment strategy is based on a conservative approach to risk. Our main mission is to protect your financial assets and give them a regular and sustainable growth.
The management of your assets can be either discretionary or advisory, and fully tailored to meet your personal wealth risk profile as well as your growth and investment goals.
We have powerful tools at our disposal to provide you with a detailed consolidated view of your financial assets, deposited in several accounts and several custodian banks.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 8 Boulevard Des Moulins, Monte-Carlo,monaco 98000,monaco
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.finstrategy.com/
- Keywords
- Monte-Carlo.
- HQ
- Monte-Carlo, Monaco
Financial Strategy S.a.m Questions
Financial Strategy S.A.M's website is https://www.finstrategy.com/
Financial Strategy S.A.M's LinkedIn profile is https://mc.linkedin.com/company/financial-strategy
Financial Strategy S.A.M has
7 employees.
View email and phone details for 7
employees at Financial Strategy S.A.M.
Financial Strategy S.A.M's industry is
Financial Services
Financial Strategy S.A.M's top competitors are
Amberlake Partners,
Gfg Groupe Financier De Gestion (Monaco) Sam,
Alkimia Capital,
Banor Sam,
Teseo Capital,
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2pm Monaco,
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Financial Strategy S.A.M's categories are Financial Services
Financial Strategy S.A.M's founding year is 1998
