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.

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, Kuala Lumpur, and Liechtenstein.

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.

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THE ROAD AHEAD