Coutts Monaco: a truly personalised service

From sports stars and performers to entrepreneurs, Monaco has always attracted wealthy individuals and successful businesses to take up residence within its borders, due to its unique and potentially favourable fiscal circumstances.

At Coutts & Co Monaco, we offer our clients a range of products and services designed to assist with relocation and residency, as well as maximising the benefits that come with living in the Principality.

This includes the provision of an attestation bancaire, the document that informs the Monegasque authorities that you meet the financial criteria necessary for residency, and introducing you to a provider of mortgage finance.

At Coutts we offer investment management on both an advisory and discretionary basis, depending on the requirements of each client and the preferred level of involvement they wish to have.

As with everything we do, the Coutts Discretionary Investment Management Service is designed to make managing your wealth as effortless and efficient for you as we can. By applying extensive research, constantly monitoring the markets and incorporating strategies that are usually only enjoyed by institutional investors, we can help identify the most appropriate opportunities in order to meet your investment objectives.

Our Tailored Portfolio Service, designed for ultra high net worth individuals, gives clients the opportunity to be more actively engaged in decision making when it comes to managing their wealth, should they wish to. Our team of highly experienced professionals offer a truly personal service, and have a strong history of working closely with our clients to ensure that their portfolios remain relevant to their personal and financial objectives.

Whether you’re purchasing the latest supercar, a private jet or designing a yacht to your exact specifications, there is no substitute for personal advice and guidance from someone who understands your needs. Provided in partnership with Lombard, we can tailor a finance package bespoke to your personal ambitions and budgetary requirements.

However you wish to structure your estate for future generations, our trust and fiduciary services, which operate across a number of jurisdictions, will provide you with the guidance and expertise you require to suit your individual circumstances.

If you would like to employ your wealth to support good causes, our dedicated philanthropy team can help you develop your giving strategy. From simple advice and researching potential beneficiaries, to setting up a charitable trust, we can guide you every step of the way, making it simple for individuals, families and business clients alike to start making a difference.