50th Anniversary

A 50-YEAR LEGACY

Charles Monat Associates was established in Hong Kong in 1971, just as the city was emerging as one of the world’s leading financial hubs. During our 50-year history, we have had the privilege of serving over 8,000 wealthy families with customized life insurance solutions. In a journey that transcends generations, we have preserved and protected wealth all over the globe, providing our clients with the financial security and freedom they deserve.

2021 is a significant year for Charles Monat Associates as we celebrate our 50th anniversary. This milestone is testament to what can be achieved with a versatile team that is passionate and dedicated to meeting the ever-changing needs of our clients. It is an important step that signifies our ability to adapt to every season, rise to each challenge, and navigate global headwinds time and time again.

Our business is built on trust and excellence, but most of all, a remarkable aptitude for understanding our clients’ unique circumstances and catering to them with the right solutions. Since inception, we have been nimble and agile in our approach to wealth planning, with an unwavering belief that life insurance is a core component of a healthy and balanced financial portfolio, and a critical vehicle for safeguarding, creating and accumulating wealth. In an increasingly complex environment, we believe this has never been truer than it is today.

Our legacy exists because of the legacies we are able to build for our clients. Looking ahead, we aim to further solidify our position as the global premier life insurance broker of choice and embrace many more partnerships and relationships for generations to come.

“For 50 years, Charles Monat Associates has been a pioneer in the wealth planning industry, consistently demonstrating why we are one of the world’s most trusted international life insurance brokers for high net worth clients, affluent families and executives. To reach this milestone is a magnificent feat, and I could not be more proud of our exceptional team and the dedication and enthusiasm they show every day in supporting our clients. Over the coming months and years, we will continuously strive to deliver excellence, and build on our achievements as we move forward on this incredibly journey.”
Yves Guélat, Group CEO of Charles Monat
“Soon after arriving in Hong Kong in the 1970s, I started the company in a small shared office in Prince’s Building. Since then, we have grown to be a global leader in providing life insurance services. This success is due to the dedication of our long-term staff in caring for the personal needs of each client. Reflecting over the past years, I am delighted that we have proved our mettle and continued our success during difficult times. Looking forward, I have never been more enthusiastic about the importance we continue to place in creating financial security for the thousands of clients that we serve every day.”
Charles Monat, Founder and Chairman
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THE CHARLES MONAT STORY

Charles Monat Associates began its journey in a small office in Central, Hong Kong. With an unparalleled commitment to understanding our clients, we quickly became the partner of choice for prestigious high-net-worth individuals and firmly established ourselves as a pioneer within the industry. Over the past five decades, we have expanded across the globe and now have an international presence in Hong Kong, Singapore, Dubai, Switzerland, Miami and Kuala Lumpur.

We leverage our global footprint while maintaining our boutique mindset – allowing us to continually remain agile and tailor bespoke solutions for our clients. This is why we have flourished wherever we have gone.

QUOTES

Our business has been pushing limits for half a century. Through our holistic solutions, we have helped thousands of high net worth families to preserve their wealth and create liquidity. In an era of globalisation, wealthy individuals and families are now facing not only increased regulations, but also a wider web of complex local regimes, which give rise to the need for asset allocation, succession and tax planning. We are proud to have a diverse team of insurance professionals who continue to provide our esteemed clients with customised financial advice and world-class insurance-based solutions.”

Berry Wong, Chief Executive Officer, Hong Kong

Our business is about people - the succession from one generation of people to the next. It is also about relationships, partnerships, and trust that is built over time and in the face of adversity. For the past 50 years, we at Charles Monat Associates have dedicated ourselves to enhancing our client relationships, partnerships and our people. We value and nurture each relationship and seek to provide those we encounter with the best our resources, skills, and profession have to offer. It is this ethos that has allowed us to partner with some of the most remarkable families and professionals from around the world in a journey that transcends generations.”

Simon Lo, Chief Executive Officer, International

Well done to Charles Monat for their 50 years of success in the high-net-worth market. Sun Life has been working with Charles Monat for many years and we are delighted to see the company go from strength to strength. We look forward to many more years of partnership and collaboration. Here’s to the next 50 years"

David Varley, Chief High Net Worth Officer, Sunlife Hong Kong

On behalf of Transamerica Life (Bermuda), Ltd. (TLB), I would like to offer our warmest congratulations to Charles Monat on their 50th anniversary. Our partnership started over 35 years ago and our relationship with Charles Monat continues to grow from strength to strength. It has been our pleasure to have worked with the Charles Monat team over the years and we truly appreciate the passion and commitment they bring to their work. As leaders in our respective fields of servicing the unique needs of our High Net Worth (HNW) customers, we look forward to continuing and growing our relationship with Charles Monat for many more years to come."

Chirag Rathod, Chief Executive Officer, Transamerica Life (Bermuda)

Charles Monat is a valuable partner to Transamerica Life (Bermuda), Ltd. (TLB), and I believe this is in large part due to the shared values we have towards service excellence as well as always putting our customers first. In the over 35 years we have been partnering with Charles Monat, we have truly appreciated the professionalism and dedication they bring to all their endeavors. Their willingness to collaborate and their ‘can do’ spirit have been constant qualities that I believe served them and will continue to serve them well in the future. We send them our sincere congratulations on hitting such a significant milestone. Happy 50th anniversary!”

Hazel Etherington, President, Transamerica Life (Bermuda)

Congratulations to Charles Monat for their 50 years of success as a partner of choice for sophisticated high-net-worth clients around the globe who demand premier, tailor-made wealth planning solutions. Since 1995, Manulife has developed a very productive and fruitful partnership with Charles Monat, and has seen its market-leading team of professionals grow from strength to strength over the years. We look forward to many more years of collaboration and are confident that it will continue to enjoy success in the next 50 years!"

Fince Lam, Marketing Director, Brokerage, Partnership Distribution, Manulife Hong Kong

On behalf of AIA Singapore, I would like to congratulate Charles Monat for 50 years of unparalleled service and contribution to the HNW insurance industry. As you celebrate your Golden Jubilee 2021, we wish you continued success for many more years to come and may our partnership continue to grow from strength to strength. Cheers to being partners for empowering healthier, longer and better lives!”

Wong Sze Keed, Chief Executive Officer, AIA Singapore
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THE ROAD AHEAD

Over the next 20 years, there will be a seismic transition of wealth between generations. This unprecedented global wealth transfer will see trillions of dollars exchange hands across multiple jurisdictions, increasing the need for solutions that combine liquidity creation with wealth preservation.

This demographic shift will be coupled with new dynamic technologies such as artificial intelligence, as well as a flow of new regulations ─ the playing field will completely change.

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With five decades of experience and expertise, Charles Monat Associates has a deep understanding of what lies ahead and how best to help our clients navigate this increasingly complex landscape. Just as we always have, we will continue to adapt and evolve our business in line with what matters most to our clients.

We are just as enthusiastic today as we were back in 1971, and are looking forward to finding new ways of preserving the legacies of our clients for successive generations.