Wealth Management - Monaco

A service tailored to clients living or investing in Monaco

Deep understanding of clients' needs in Monaco

Our Wealth Management business provides expert knowledge to both local and international clients, including families and executives that work for industrial and commercial groups. We help them structure and plan their international wealth, secure private financing and manage their assets. We also give them the opportunity to invest in a range of Monaco-based mutual funds.

Get in touch



Whether you're from a successful entrepreneurial family or you're starting out on your own, it's never too early to seek sound advice. Whatever stage of your entrepreneurial journey you're at, we're here to support you.


With a 200-year history as a family-controlled business, we know what it takes to sustain wealth for the families and descendants of wealth creators. We know that your capital is precious and irreplaceable, and we'll treat it as such.


From funding your philanthropic goals to forecasting future spending, we'll partner with you on a long-term horizon, investing sustainably on your behalf to ensure you have a lasting impact for generations to come.


Advice and Planning

Whether it's providing an income, careful estate succession planning or navigating complex family issues, our Client Advisers will serve as your trusted guides.


In addition to rigorous planning, our experts build a global investment strategy, integrating listed and unlisted assets, offering you diversity to meet your objectives.

Banking & Lending

From day-to-day services to project financing, we offer you a custom-tailored  experience to meet your needs.

Align your investments with your values

Sustainable investing

We believe responsible investing is the best way to deliver superior returns for our clients. Because environmental, social and governance issues are a source of both risks and opportunities, careful analysis of them is the start of our investment process

Get in touch

Rothschild & Co Wealth Management Monaco

Villa La Madone
11 Boulevard des Moulins
Monaco 98000

Tel: +377 97 97 77 67

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