FINANCIAL STRATEGY

Established 1998
RCI number: 98S03503
Location
FINANCIAL STRATEGY

8 Boulevard des Moulins
Monte-Carlo, 98002 Monaco


Phone: +377 97 97 76 00
Fax: +377 97 97 76 01
E-mail: email address


Key Services

Gestion de patrimoine
Asset Management
Financial Consulting
Management and distribution of financial assets linked to Life Insurance Policies
Portfolio management

FINANCIAL STRATEGY

Financial Strategy originates from the alliance of several independent private companies focused on offering high value added complementary financial services.

The resulting collaboration and synergies have produced a blend of resources: human, technical and logistical, capable of ensureing a broad spectrum of financial, fiduciary, corporate and fiscal services to private and institutional clients. The companies which have joined Financial Strategy contribute directly or indirectly through their principals who have several decades of professional experience. The services offered by Financial Strategy are essentially of a financial nature and they encompass different areas of specialization.


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Key employees

Gianni ROMANO

Président Délégué at FINANCIAL STRATEGY SAM

CHURCHILL CAPITAL

12, Avenue de Fontvieille , Monte-Carlo, 98000 Monaco

CROSSBRIDGE CAPITAL (MONACO)

5, impasse de la Fontaine LE PARK PALACE, Monte-Carlo, 98000 Monaco

RIVIERA CHANGE MONACO

20, Rue Comte Félix Gastaldi , Monte-Carlo, 98000 Monaco

Banque Richelieu Monaco

8 Avenue de Grande Bretagne , Monte-Carlo, 98005 Monaco

HSBC PRIVATE BANK (MONACO) SA

17 Avenue d'Ostende , Monte-Carlo, 98000 Monaco

2PM SERVICES

8, avenue de Fontvieille , Monte-Carlo, 98000 Monaco

MONACO UNITED ADVISORS MULTI FAMILY OFFICE

7, avenue de Grande-Bretagne Le Montaigne, Monte-Carlo, 98000 Monaco

NEW HORIZONS Multi Family Office

20, avenue de Fontvieille Le Coronado, Monte-Carlo, 98000 Monaco

GARMON ADVISORY MULTI FAMILY OFFICE

33, boulevard Princesse Charlotte , Monte-Carlo, 98000 Monaco

CHERRY BAY CAPITAL MULTI FAMILY OFFICE

3, avenue de Grande-Bretagne , Monte-Carlo, 98000 Monaco

ALTANA WEALTH MONACO

33 Avenue St Charles Maison Giaume, Monte-Carlo, 98000 Monaco

ANDBANK MONACO

1 Avenue des Citronniers - BP 97 Le Métropole, Monte-Carlo, 98002 Monaco

SPARK AND PARTNERS MULTI FAMILY OFFICE

57, rue Grimaldi « Le Panorama » Bloc C-D, 57, Monte-Carlo, 98000 Monaco

SFE

Place du Casino Le Sporting d'Hiver, Monte-Carlo, 98001 Monaco


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