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 legacy planning 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 was a significant year for Charles Monat Associates as we celebrated our 50th anniversary. This milestone is testament to a versatile team that is passionate and dedicated to meeting the ever-changing needs of our clients and signifies our ability to adapt and navigate global headwinds time and time again.

Our legacy exists because of the legacies we have built for our clients, catering to their unique circumstances with the right solutions. By doing so, we have opportunely become the global premier broker of choice and aim to embrace many more relationships for life in the 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 broker for HNW clients, affluent families and executives. I applaud our exceptional team for this magnificent feat and for their dedication and enthusiasm they show every day in supporting our clients.”
Yves GuélatGroup CEO of Charles Monat
“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 MonatFounder and Chairman, Charles Monat
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THE CHARLES MONAT STORY

Charles Monat Associates began its journey in a small office with an unparalleled commitment to understanding our clients. We quickly became the partner of choice for prestigious high-net-worth individuals, firmly establishing 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, USA and Malaysia.

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

Over the next 20 years, there will be a seismic transition of wealth between generations. This unprecedented global wealth transfer will see trillions 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 that will completely change the playing field.

Charles Monat Associates has a deep understanding of what lies ahead and how best to help you 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.