Our mission
Monitree Bank is driven by a clear mission: to deliver utmost satisfaction to its clients by offering a comprehensive and top-notch asset management service. This personalized approach is tailored to meet the unique needs of each individual client, ensuring their active involvement in finding the best possible solutions.
As an efficient and contemporary bank, Monitree Bank prides itself on providing a flexible and personalized service while pursuing sustainable growth in collaboration with PancaStato. With a commitment to excellence, Monitree Bank strives to achieve consistently high performance in all the corporate activities carried out on behalf of its valued clients.
A personalised bank for our clients
At our core, we are a client-focused bank, having successfully handled diverse and intricate private needs for the past two decades. As a result of this experience, we have chosen to carve a more specialized path for our business. Our mission has been shaped by these requirements, which involve engaging in open discussions and working closely with our clients to ensure outstanding performance in every aspect of our relationship.
Our bank boasts a rich international culture and a team with a high intellectual profile. Our managers have held significant positions within prominent global financial groups and possess exceptional cultural and professional backgrounds. We continually foster creativity through innovative projects, enabling us to assist our clients in pursuing ambitious objectives.
The success of our bank is evident through the satisfaction of our clients, contented shareholders, and dedicated employees. Moreover, we hold a deep sense of responsibility towards the communities in which we operate.
A world class Swiss bank
Throughout the years, clients have held the firm belief that a "Swiss bank" represents a guarantee of confidentiality, sophistication, and reliability, making it a preferred choice for global wealth management. These traits have arisen in a modern and liberal nation that takes pride in its economic prowess and sustained political stability.
The essence of a "Swiss quality service" is understood as follows:
- 1. Ensuring strict confidentiality to protect client privacy.
- 2. Nurturing highly personalized relationships with each individual client.
- 3. Offering customized investment solutions tailored to specific needs.
- 4. Demonstrating effective risk management capabilities.
- 5. Providing prompt and responsive service to meet client demands.
Services
- 1. Ensuring strict confidentiality to protect client privacy.
- 2. Nurturing highly personalized relationships with each individual client.
- 3. Offering customized investment solutions tailored to specific needs.
- 4. Demonstrating effective risk management capabilities.
- 5. Providing prompt and responsive service to meet client demands.
Asset management and advisory mandates
If you are an investor seeking to maintain complete control over your financial matters, Monitree Bank presents an opportunity to directly manage your assets with the assistance of our Private Banking consultants. You will have the opportunity to discuss your investment ideas with them while retaining the final decision-making authority. Should you wish to optimize the returns or minimize risks in your portfolio, our team is readily available to provide tailor-made solutions.
By entrusting us with your asset management mandate, you will also establish a close partnership with our bank. Together, we will devise a personalized management strategy based on your objectives, asset allocation, and risk tolerance. Your Private Banking consultant will serve as your primary point of contact, connecting you to our diverse array of services and banking specialists.
Our products are designed with flexibility and personalization in mind, operating on an open architecture platform. They are capable of meeting all your requirements, leveraging our comprehensive range of banking products and granting access to the specialized knowledge and expertise available at the group holding level.
Investment funds
With the advantage of possessing our own Luxembourg SICAV (ASP Monitree SICAV), we have the capability to provide a wide array of flexible and diversified UCITS investment funds, including monetary, bond, mixed, and equity funds. Our experienced asset management team enables us to deliver professional and highly active management, approaching all market phases rationally and systematically to optimize overall medium-term returns for our clients' benefit.
Custody services
Monitree Bank offers "efficient" custody services catering to a diverse array of financial instruments, accessible to both private and institutional clients.
Brokerage services
The Monitree Bank Trading Room operates actively in global financial markets, representing both the bank's private clients and institutional customers.