Monaco Asset Management
- Company typePrivate
- Founded1999
- HeadquartersMonaco, Germany
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
Monaco Asset Management firmographics
Firmographics- Name
- Monaco Asset Management
- Legal name
- Monaco Asset Management S.A.M.
- Website
- https://monacoasset.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Monaco Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Other Investment Pools and Funds (5259)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industry
- Real Estate Portfolio & Fund Management (Institutional/REIT/PE) (BPAJAMAJ)
Keywords
Where Monaco Asset Management is headquartered
LocationHeadquarters
- HQ city
- Monaco
- HQ country
- Germany
- HQ region
- Europe
Offices2 records
Markets served
Monaco Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Discretionary Asset Management Fees: Management fees for discretionary portfolio management services for private and institutional clients. The firm generates revenue through asset management fees tied to assets under management.
- Advisory Services: Advisory asset management solutions provided alongside discretionary management. Advisory fees complement the core management revenue stream.
- Fund Management: Management of internally developed funds and certificates including MAM Macro Hedge Strategy Fund, MAM North American Certificate, MAM European Certificate, MAM All Weather Certificate, Petram Real Estate, Petram MT, Io Macro Fund Limited, and Io Hypernova Fund Limited.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Monaco Asset Management product offering
Product offeringCore offering
Monaco Asset Management provides independent discretionary and advisory wealth management for private and institutional clients, supported by a suite of internally managed funds, certificates, a private investment program, and an impact investing initiative aligned with the UN Sustainable Development Goals. The firm manages $8bn in assets using proprietary IT systems and quantitative models for portfolio management, consolidated reporting, and risk management.
Product overview
Monaco Asset Management offers a unified platform of discretionary and advisory wealth management services supplemented by a portfolio of internally developed investment products. The core Wealth Management service provides tailored portfolio management for private and institutional clients, underpinned by proprietary information technology systems for consolidated reporting and real-time risk management. The fund management arm operates a suite of proprietary funds and certificates (MAM Macro Hedge Strategy Fund, MAM North American Certificate, MAM European Certificate, MAM All Weather Certificate, Petram Hedge Fund, Petram Real Estate, Petram MT, Io Macro Fund Limited, Io Hypernova Fund Limited) enabling 24-hour trading and diversified risk-adjusted returns. The Private Investment Program delivers access to private markets including private debt, real estate, secondaries, private equity, co-investments, and direct investments through mutualization. The Impact Investing Initiative completes the offering by channeling capital toward the 17 UN Sustainable Development Goals.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Discretionary and advisory wealth management solutions for private and institutional clients, focused on capital preservation and optimal risk-adjusted returns through a top-down investment approach.
- MAM Macro Hedge Strategy Fund Internally developed hedge fund designed to generate positive alpha through a dynamic macro strategy with a focus on capital preservation.
- MAM North American Certificate Internally developed certificate providing exposure to North American markets as part of a diversified portfolio of funds and certificates.
- MAM European Certificate Internally developed certificate providing exposure to European markets, enabling 24-hour trading across global markets.
- MAM All Weather Certificate Internally developed all-weather investment certificate designed to perform across varying market conditions with a focus on risk-adjusted returns.
- Petram Real Estate In-house real estate project providing exposure to private real estate markets, launched in joint-venture with J.B. Pastor.
- Petram Hedge Fund Hedge fund launched in 2017 under the Petram brand, providing diversified hedge strategy exposure with capital preservation as a core objective.
- Petram MT Part of the Petram fund family, offering medium-term investment exposure managed under the Petram hedge fund umbrella.
- Io Macro Fund Limited Macro fund founded in 2017, utilizing dynamic macro strategy and top-down investment approach for risk-adjusted returns.
- Io Hypernova Fund Limited Fund managed within the Io Macro Fund family, providing specialized macro investment exposure.
- Private Investment Program Program providing access to private assets including private debt, real estate, secondaries, private equity, co-investments, and direct investments, supported by consolidated private asset reporting and due diligence.
- Impact Investing Initiative Impact investing initiative allocating 100% of capital to investments aligned with the 17 United Nations Sustainable Development Goals, targeting risk-adjusted returns comparable to traditional portfolios with measurable social and environmental impact.
Quantifiable outcome
- Assets under management grew from over $5bn in 2024 to $8bn in 2025
- +1 more outcomes
Companies that use Monaco Asset Management
Customer profileSegments2 records
Ideal customer profiles2 records
Monaco Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Monaco Asset Management partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered minor and core.
- Chenton SAminorAcquisition of Chenton SA launched in 2021 as part of expansion strategy.
- Arthur Leclerc / Ferrari Driver AcademyminorSponsorship partnership with F3 driver Arthur Leclerc, a member of the Ferrari Driver Academy. The collaboration began prior to the Austrian Grand Prix and continues throughout the racing season.
- Children & FutureminorOfficial sponsor of the No Finish Line solidarity race event since 2018. Monaco Asset Management commits to donating 1 euro for each kilometer covered by team members, with thousands of euros already distributed to support projects for disadvantaged children.
- J.B. PastorcoreJoint-venture with J.B. Pastor for the in-house Petram Real Estate project launched in 2017, providing proprietary real estate investment opportunities.
- Mantra Secondary Opportunities FundcoreCreation of joint-venture with the private equity fund Mantra Secondary Opportunities Fund in 2015, expanding the firm's capabilities in private equity secondaries.
- Indigo AssociationminorAnnual partnership with Indigo, providing special days for children from Nice hemato-oncology department at the Monte-Carlo Rolex Masters tennis tournament since 2004.
- NespressominorCollaboration with Nespresso for recycling all coffee capsules consumed in their offices as part of waste management and sustainability initiatives.
- Société Monegasque d'Électricité et GazminorEnergy provider enabling the office to run on 100% renewable energy, supporting the firm's carbon neutrality goals.
- Association Monegasque des Activités Financières (AMAF)coreProfessional body for authorized institutions in Monaco. The firm's employees obtain professional and confidentiality certifications through AMAF. The firm participates in AMAF initiatives including Gender Equality Charter and Anti-Harassment Charter.
Scale indicators5 records
Recent moves17 records
Expansion highlights6 records
Monaco Asset Management competitors and assessment
Company assessmentDirect peers
- CFM Indosuez Wealth Management: Monaco-headquartered private bank and wealth manager serving HNW and institutional clients with discretionary/advisory asset management — the most direct in-market competitor to Monaco Asset Management.
- Société Générale Private Banking Monaco: The Monaco branch of a global private bank offering wealth management and advisory to HNW and institutional clients in the Principality; competes head-to-head for the same Monaco resident/client base.
- J. Safra Sarasin: Independent Swiss private banking group with a Monaco presence, offering discretionary portfolio management and advisory for HNW and institutional clients — directly comparable independent-wealth positioning.
Broad incumbents
- Indosuez Wealth Management: Global wealth management arm of Crédit Agricole CIB; parent/affiliate of CFM Indosuez in Monaco. Larger global platform that overlaps MAM's HNW/institutional offering but with a much wider product and geographic footprint.
- Edmond de Rothschild: Independent Swiss private banking group with a significant Monaco footprint and discretionary/advisory wealth management for HNW and institutional clients — comparable independent positioning at much larger scale.
- Lombard Odier: Swiss private bank offering wealth management, asset management and advisory services to HNW and institutional clients across Europe; relevant comparable as an independent, family-controlled European wealth manager.
- Pictet Group: Swiss private bank with a major wealth management franchise serving European HNW and institutional clients; comparable mix of discretionary/advisory offerings and private market access, but at materially larger scale.
- Union Bancaire Privée (UBP): Swiss private bank with significant European wealth management operations serving HNW and institutional clients; comparable independent, family-influenced ownership model with broad product set.
- VP Bank: Liechtenstein-headquartered private bank with European HNW wealth management offerings; comparable target client base and product mix (discretionary, advisory, in-house funds).
- Mirabaud: Swiss private bank offering wealth management, asset management and advisory for HNW and institutional clients; comparable independent, partnership-owned European wealth manager with private market capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights6 records
Customer concentration
Monaco Asset Management social profiles
Digital presenceMonaco Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Monaco Asset Management leadership team
Management profileNumber of profiles
Profiles3 records
Monaco Asset Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Monaco Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Monaco Asset Management M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Monaco Asset Management
What does Monaco Asset Management do?
Monaco Asset Management provides independent discretionary and advisory wealth management for private and institutional clients, supported by a suite of internally managed funds, certificates, a private investment program, and an impact investing initiative aligned with the UN Sustainable Development Goals. The firm manages $8bn in assets using proprietary IT systems and quantitative models for portfolio management, consolidated reporting, and risk management.
Is Monaco Asset Management a public or private company?
Monaco Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Monaco Asset Management founded?
Monaco Asset Management was founded in 1999. It employs 11 to 50 people.
Where is Monaco Asset Management based?
Monaco Asset Management is headquartered in Monaco, Germany, in the Europe region.
How does Monaco Asset Management make money?
Three revenue lines are on record. Discretionary Asset Management Fees are the primary driver. The others are advisory Services and fund Management.
Who are Monaco Asset Management's main competitors?
Direct peers on record are CFM Indosuez Wealth Management, Société Générale Private Banking Monaco and J. Safra Sarasin. Broad incumbents are Indosuez Wealth Management, Edmond de Rothschild, Lombard Odier, Pictet Group, Union Bancaire Privée (UBP), VP Bank and Mirabaud.
Does Monaco Asset Management have an API?
No public API is recorded for Monaco Asset Management.
What industry is Monaco Asset Management in?
Monaco Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of BPAJAMAJ, Real Estate Portfolio & Fund Management (Institutional/REIT/PE). Its NAICS code is 523940 and its SIC code is 6282.