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Prometheus Wealth Management is an independent advisory and wealth management company, regulated in Monaco since 2018.
We accompany you throughout all your financial and wealth projects, whilst always taking into consideration your fiscal and family situation.
Our missions and services :
-To preserve, increase and pass on your assets
-To streamline your relationships with various banking contacts and free up your time
-To build portfolios with tailor-made and innovative investment solutions dedicated to you as individuals, entrepreneurs, or multi-family offices
-to accompany you on your real estate projects
We provide unbiased advice and a personalized service. You are at the center of our concerns.
Our close-knit corporate structure, the permanent availability of our teams and the friendliness of our premises offer an ideal framework for your decisions.
With over 20 years of experience in private banking and asset management, we ensure a rigorous selection and permanent monitoring of investment funds and ETFs, offering the best risk/return ratio.
Advisory contract: You regularly follow the financial markets and wish to be involved in the management of your portfolio. You benefit from both a dedicated wealth manager and the professional expertise of a team of specialists.
Discretionary mandate: You delegate investment decisions to us, in line with your investment profile. These are based on the risk analysis and criteria previously agreed.
Real estate financing / Lombard credit: You wish to be accompanied on your real estate projects in Monaco, France or elsewhere. We work with you to find the best financing plan and make you benefit from our expert partners (notaries, real estate agencies, experts, etc…)
Transmission and Luxembourg life insurance: We are approved asset managers (FID) by the largest Luxembourg companies (Cardif, Sogelife, Generali, Allianz, Lombard, etc.)
AUM of EUR +1bn
+10 team specialists
Company Details
- Employees
- 11
- Founded
- -
- Address
- 24 Boulevard Princesse Charlotte, Monte-Carlo,monaco 98000,monaco
- Industry
- Financial Services
- Website
- http://www.prometheus-wm.com/
- HQ
- Monte-Carlo, Monaco
Prometheus Wealth Management Sam Questions
Prometheus Wealth Management SAM's website is http://www.prometheus-wm.com/
Prometheus Wealth Management SAM's LinkedIn profile is https://mc.linkedin.com/company/prometheus-wm
Prometheus Wealth Management SAM has
11 employees.
View email and phone details for 11
employees at Prometheus Wealth Management SAM.
Prometheus Wealth Management SAM's industry is
Financial Services
Prometheus Wealth Management SAM's top competitors are
Cmb Monaco,
Tyrus Capital,
Nemesis Sam Monaco,
Plurimi,
Black Oak (Monaco) S.a.m.,
Monaco Asset Management,
Altiqa Monaco,
Moneikos Global Asset Management S.a.m.,
Monterra Wealth Management,
Heroics Capital.
Prometheus Wealth Management SAM's categories are Financial Services
Prometheus Wealth Management SAM's founding year is 2018
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Top Prometheus Wealth Management SAM Employees
-
Cyrille Boyer
Cio Chez Prometheus Wealth Management…
France, France1hotmail.fr -
Marilena Costanza
Compliance And Internal Control Officer…
Monaco, Monaco, Monaco1libero.it -
Stephane Lentini
Gérant De Fortune Chez Prometheus…
Monaco, Monaco, Monaco1ca-indosuez.com -
Matthieu Letort
n/a
Monaco, Monaco, Monaco1cfm.mc
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