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
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.
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
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.
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.