man on rope

The Annuitants’ Euthanasia

An investor torn between more frugal returns and abundant risks: this is the vision offered to us by Sébastien Cavernes, Chief Investment Officer, at Edmond de Rothschild Monaco in the latest investment letter from the financial establishment based in the Principality. « The loss of the two main functions of government bonds in developed countries […]

five people sitting near body of water

ESG: Don’t underestimate the influence of Millennials

Millennials encourage their wealthy family to switch to sustainable investing A new series of studies* from Barclays Private Bank on the intergenerational transmission of wealth shows that younger generations have made wealthy families aware of ESG investing. This has led to a refocusing of family orientation on sustainable assets and is now common ground between […]


PARity 5.0, the Extended Solution by Privatam

Monegasque WealthTech Privatam unveils the new version of its digital platform, PARity 5.0, which aims to facilitate the investment process for tailor-made products. The opportunity for Wealth Monaco to learn more about their solution and their vision of current markets. Privatam launches its new version of its digital platform. PARity 5.0 must meet multiple objectives. […]

shallow focus photo of clear glass globe table ornament

European Asset Managers: Progress on KPIs Disclosure

The European Market Regulatory Authority (ESMA) has published its research aimed at deepening the methodology and content of Key Performance Indicators (KPIs) in parallel with green taxonomy – the first European benchmark for environmental practices. Sustainability and transition to a climate neutral and resilient to climate change economy are fundamental elements of the regulatory framework […]


ACPR and AMF Assess the Coal Policies of Financial Institutions

The ACPR, the Prudential Control and Resolution Authority, backed by the Banque de France, in charge of monitoring the banking, insurance and financial stability, publishes a first report with the AMF on the monitoring and evaluation of the coal policies of financial institutions. In July 2019 on the occasion of a meeting of representatives of […]

black an white photography of long table

Family Businesses & Legacy

A new research conducted by Barclays Private Bank (in France, Germany, Hong Kong, India, Italy, Qatar, Saudi Arabia, Switzerland, Singapore, United Arab Emirates and United Kingdom ) indicates that the establishment of a relationship of mutual trust and understanding between the different generations will be the key to a successful transmission within wealthy families in […]

marble toy

« Finance is climate war essence »

The Climate Finance Day (CFD) took place on stage and remotely this Thursday, October 29, 2020, covering the themes around carbon emision reduction, sustainable economic recovery, and did not fail to underline the importance of extra-financial reporting. Placed under the High Patronage of Mr Emmanuel Macron, President of the French Republic and under the Patronage […]

Panthera Solutions

Three Tips on Improving Your Investment Decision-Making During a Crisis or Otherwise

Panthera Solutions named again “Best Financial Service Provider Europe” at The European Awards 2020, are Applied Behavioral Finance specialists based in the Principality of Monaco. They work exclusively with professional investors on transforming the decision-making strategy of an investor, while further developing their skillset.  Born out of various demand from their clients regarding best strategy […]

Bank Société Générale

Societe Generale Climate’ Strategy

Societe Generale is embarking on a new stage to strengthen its leadership in the energy transition and align its activities with the Paris Agreement While the latest study by the NGO Oxfam denounces the investments of the six main French banks including BNP Paribas, Crédit Agricole and Société Générale, accused of placing the planet on […]