SECURE TOMORROW

In the quest for a secure tomorrow, Charles Monat is here to help individuals, families and businesses plan ahead with peace of mind that guarantee the continuity of their life’s work.

 

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.

ABOUT US

Charles Monat is one of the world’s most trusted international life insurance brokers. We offer bespoke advisory and brokerage services for preserving wealth and creating 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 solutions. Over 8,000 private clients in Asia, Switzerland and across the world are our testimony to this.

 

Founded in Hong Kong in 1971, the company has grown to an international presence with offices operating in Hong Kong, Liechtenstein, Miami, Singapore and Zürich. We have global knowledge and cross-jurisdiction experience in serving clients in over 50 countries. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions.

 

Every client of ours 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

Together with our strategic partner, Willis Towers Watson – the world’s leading global advisory, broking 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:

 

  • Aerospace

  • Affinity

  • Captive Management

  • Claims Advocacy

  • Construction

  • Corporate and Commercial

  • Employee Benefits

  • Financial, Executive and Professional Risk

  • Marine

  • Mergers and Acquisitions

  • Political and Credit Risk

  • Risk & Analytics

  • Technology, Media, Telecoms

  • Terrorism

MILESTONES

1971

Established Charles Monat & Associates, a proprietorship, in Hong Kong

Incorporated Charles Monat Limited in Hong Kong

1977

Developed a  specialized Health and Hospitalization division, pioneered “Health is Wealth” approach for clients

1992

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

1995

Established Charles Monat Associates Pte Ltd in Singapore.  Owned by Charles Monat Limited

2004

Established Charles Monat Associates LLC, a Massachusetts, USA company

2010

Established operations in Switzerland

2012

Willis acquired Charles Monat Limited

2014

Established Charles Monat Associates AG  in Liechtenstein

2016

Management buyout of Charles Monat Limited, creating a unique business structure

2017

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