In the quest for a secure tomorrow, Charles Monat is here to help individuals, families and businesses plan ahead with peace of mind that the continuity of their life’s work is guaranteed.
Today’s High Net Worth clients are increasingly aware that their confidence in the future lies with wealth planning. It bears as much importance as the traditional wealth accumulation, and has become the key to protecting and enhancing their assets for the future.
Wealth planning is about protecting what has already been accumulated, while preserving and distributing it for future generations. It gives meaning to a lifetime of effort in growing businesses, pursuing life’s goals and establishing values for society.
Charles Monat is one of the world’s most trusted international life insurance brokers. We offer bespoke advisory and brokerage services which help preserve wealth and create liquidity. We are the partner of choice for high net-worth clients, affluent families and executives of multinational companies.
As a global premium consultant, Charles Monat is a pioneer in the development of customised insurance based wealth solutions. We have over 8,000 private clients in Asia, Switzerland and across the world who are our testimony to this.
Founded in Hong Kong in 1971, the company has developed an international presence with offices operating in Dubai, Hong Kong, Kuala Lumpur, Miami, Singapore and Zurich. We have global knowledge and cross-jurisdiction experience in serving clients from over 50 different countries. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions.
Every one of our clients has unique family, wealth and business dynamics. Our aim is to develop successful and holistic relationships with our client’s and business partners at the world’s most respected private banks, accounting firms and insurance carriers.
Protecting your legacy is our business.
We are Charles Monat. Your trusted partner in wealth planning.
Our business partner
Along with our strategic partner, Willis Towers Watson – the world’s leading global advisory, brokerage and solutions provider, Charles Monat is able to offer our clients a global platform with an extensive range of human capital and risk management solutions.
Areas of specialization include:
- Captive Management
- Claims Advocacy
- Corporate and Commercial
- Employee Benefits
- Financial, Executive and Professional Risk
- Mergers and Acquisitions
- Political and Credit Risk
- Technology, Media, Telecoms
- Risk & Analytics
Established Charles Monat & Associates, a proprietorship, in Hong Kong
Incorporated Charles Monat Limited in Hong Kong
Developed a specialized Health and Hospitalization division, pioneered “Health is Wealth” approach for clients
Established Charles Monat Associates Limited, CIB member and Charles Monat Agency Limited due to requirements of Hong Kong law separating brokers and agents. Both owned by Charles Monat Limited
Established Charles Monat Associates Pte Ltd in Singapore. Owned by Charles Monat Limited
Established Charles Monat Associates LLC, a Massachusetts, USA, company owned by Charles Monat Limited and with an operational office in Miami
Established operations in Switzerland
Willis acquired Charles Monat Limited
Management buyout of Charles Monat Limited, creating a unique business structure
Established Charles Monat Associates Limited in Dubai International Financial Centre, United Arab Emirates. Established Charles Monat Associates Limited in Labuan, Malaysia and with an operational office in Kuala Lumpur. Both owned by Charles Monat Limited.
Charles Monat Associates (CMA) marks 50th anniversary announcing partnership with global charity Save the Children