CMB Monaco
CMB Monaco is a Monaco-based international private bank, founded in 1976 and owned by Mediobanca Group, serving high-net-worth and ultra-high-net-worth individuals, families, corporates, institutions, and external asset managers with discretionary management, advisory, execution, financing, and wealth structuring services built on an integrated Avaloq and BlackRock Aladdin Wealth platform.
- Company typePrivate
- Founded1976
- HeadquartersMonaco, Germany
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
CMB Monaco firmographics
Firmographics- Name
- CMB Monaco
- Legal name
- CMB MONACO Société Anonyme de droit Monégasque
- Website
- https://cmb.mc
- Company type
- Private
- Founded year
- 1976
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- CMB Monaco is a Monaco-based international private bank, founded in 1976 and owned by Mediobanca Group, serving high-net-worth and ultra-high-net-worth individuals, families, corporates, institutions, and external asset managers with discretionary management, advisory, execution, financing, and wealth structuring services built on an integrated Avaloq and BlackRock Aladdin Wealth platform.
- Ownership category
- akta.pro rank
CMB Monaco industry classification
Industry- Product category
- Private Banking
- NAICS
- Commercial Banking (522110), Portfolio Management and Investment Advice (523940)
- SIC
- National Commercial Banks (6021), Asset-Backed Securities (6189)
- akta.pro primary industry
- Mortgage-Backed Securities (RMBS/CMBS) (FSACACAB)
- akta.pro secondary industry
- Non-Agency/Private-Label RMBS Securitization & Issuance (FSALAFAB)
Keywords
Where CMB Monaco is headquartered
LocationHeadquarters
- HQ city
- Monaco
- HQ country
- Germany
- HQ region
- Europe
Offices2 records
Markets served
CMB Monaco 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
- Private Banking and Wealth Management Fees: CMB Monaco generates revenue through private banking and wealth management services, including discretionary management mandates, advisory services, and execution services. Fees are typically charged as a percentage of assets under management.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
CMB Monaco product offering
Product offeringCore offering
CMB Monaco is an international private bank based in Monaco offering private banking, wealth management, investment management, and financing solutions. It serves high-net-worth individuals and families through dedicated private bankers, and provides corporate banking, asset management, and dedicated services to external asset managers. Its product portfolio spans discretionary management, advisory, execution, lending, and wealth structuring, delivered through dedicated relationship managers and digital channels (CMB Mobile and CMB Online).
Product overview
CMB Monaco operates as a private bank offering an integrated product portfolio centered on its core banking platform co-developed with Avaloq and BlackRock's Aladdin Wealth. The platform integrates front-to-back office operations across digital banking (CMB online and CMB Mobile), client management, and investment portfolio oversight. Key product modules include Discretionary Management, CMG Monaco Funds (over €4 billion AUM), Advisory and Execution services, Financing Solutions (mortgages, Lombard credit, bespoke lending), and Wealth Structuring. Digital banking is delivered through CMB Mobile (with CMB Connect secure messaging) and CMB online e-banking platform. The 2026 platform launch introduced AI-driven analytics and Gen AI-powered 'Auto Commentary' capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Discretionary Management
Quantifiable outcome
- First European institution to deploy Gen AI-powered Auto Commentary on Aladdin Wealth platform
- +1 more outcomes
Companies that use CMB Monaco
Customer profileSegments3 records
Ideal customer profiles3 records
CMB Monaco technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability4 records
Feature4 records
CMB Monaco partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- AvaloqcoreAvaloq provides the core banking platform for CMB Monaco's digital transformation. The integrated Avaloq and BlackRock Aladdin Wealth platform streamlines front-to-back office operations across digital banking, client management, and investment portfolio oversight.
- BlackRock Aladdin WealthcoreBlackRock's Aladdin Wealth platform is co-developed with Avaloq for CMB Monaco, providing advanced portfolio management, risk analytics, and AI-powered tools. CMB Monaco became the first European institution to introduce the Gen AI-powered Auto Commentary tool on this platform.
- MediobancacoreMediobanca is the Milan-headquartered parent company of CMB Monaco Group. CMB Monaco operates as part of the Mediobanca group, providing institutional backing and strategic direction.
Scale indicators3 records
Recent moves7 records
Expansion highlights4 records
CMB Monaco competitors and assessment
Company assessmentDirect peers
- Indosuez Wealth Management: Crédit Agricole group's wealth management arm serving HNW clients globally with significant European and Monaco exposure. Comparable in target client segment, advisory-led service model, and integrated financing solutions.
- BNP Paribas Wealth Management Monaco: European wealth management franchise with significant Monaco presence serving HNW clients across advisory, discretionary, and financing mandates. Comparable client segments, product mix, and Mediterranean footprint.
- Julius Baer: Swiss-headquartered pure-play wealth manager serving HNW and UHNW clients globally with a Monaco presence. Comparable in core client segment, advisory-led model, and Mediterranean exposure.
- UBS Wealth Management Monaco: One of the world's largest wealth managers with a meaningful Monaco presence serving UHNW families with global asset management and advisory. Comparable in targeting Monaco-resident HNW clients but with vastly larger scale.
- CFM Monaco (Compagnie Financière de Monaco): Monaco-based private bank offering wealth management, asset management, and corporate banking services to HNW clients in the Principality. Directly comparable as a fellow Monegasque private bank competing for the same local HNW segment.
- Barclays Private Bank: Global private bank serving HNW and UHNW clients with EMEA-wide presence; CMB Monaco's CEO previously led Barclays Private Bank EMEA. Comparable in client profile, product mix, and European wealth management orientation.
- Société Générale Private Banking Monaco: Global private banking franchise with a dedicated Monaco branch serving HNW and UHNW clients with wealth management, advisory, and financing solutions. Directly comparable as a Monaco-headquartered private banking competitor.
- Edmond de Rothschild: European private banking group with strong Swiss and French footprint serving HNW clients with wealth management, advisory, and asset management. Comparable in client profile, product breadth, and European wealth management positioning.
- HSBC Private Bank Monaco: Global private bank with a long-established Monaco branch serving HNW and UHNW clients, where CMB Monaco's CEO previously served as Head of Private Banking. Directly comparable in target market and product offering.
- Pictet Group: Swiss private bank and asset manager with strong HNW/UHNW franchise and European wealth management presence including Monaco. Comparable in discretionary management focus, fund capabilities, and family-office orientation.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
CMB Monaco social profiles
Digital presenceCMB Monaco financial estimates
Financial estimateRevenue estimate
Valuation estimate
CMB Monaco leadership team
Management profileNumber of profiles
Profiles20 records
CMB Monaco subsidiaries and ownership
Company hierarchySubsidiaries1 record
CMB Monaco funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CMB Monaco M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CMB Monaco
What does CMB Monaco do?
CMB Monaco is an international private bank based in Monaco offering private banking, wealth management, investment management, and financing solutions. It serves high-net-worth individuals and families through dedicated private bankers, and provides corporate banking, asset management, and dedicated services to external asset managers. Its product portfolio spans discretionary management, advisory, execution, lending, and wealth structuring, delivered through dedicated relationship managers and digital channels (CMB Mobile and CMB Online).
Is CMB Monaco a public or private company?
CMB Monaco is a private company. It is classified as corporate owned and is currently operating.
When was CMB Monaco founded?
CMB Monaco was founded in 1976. It employs 101 to 250 people.
Where is CMB Monaco based?
CMB Monaco is headquartered in Monaco, Germany, in the Europe region.
How does CMB Monaco make money?
One revenue line is on record: private Banking and Wealth Management Fees.
Who are CMB Monaco's main competitors?
Direct peers on record are Indosuez Wealth Management, BNP Paribas Wealth Management Monaco, Julius Baer, UBS Wealth Management Monaco, CFM Monaco (Compagnie Financière de Monaco), Barclays Private Bank, Société Générale Private Banking Monaco, Edmond de Rothschild, HSBC Private Bank Monaco and Pictet Group.
Does CMB Monaco have an API?
No public API is recorded for CMB Monaco.
What industry is CMB Monaco in?
CMB Monaco's product category is Private Banking. Its primary akta.pro industry code is FSACACAB, Mortgage-Backed Securities (RMBS/CMBS), with a secondary code of FSALAFAB, Non-Agency/Private-Label RMBS Securitization & Issuance. Its NAICS code is 522110 and its SIC code is 6021.