Singapore, 17 April 2026 – Charles Monat Associates (“CMA”) announces today that it has completed the strategic minority equity investment led by Apollo-managed funds and affiliates associated with its hybrid strategies (the “Apollo Funds”) following regulatory approval.
The completion of Apollo Funds’ minority investment in Charles Monat Associates marks a shared commitment to support its continued global expansion and position as a client-centric leader in bespoke legacy planning advisory to high-net-worth individuals. Under the terms of the transaction, Charles Monat Associates will continue to operate under its current management team, no changes made to its branding.
“We are excited to enter our next phase of growth with Apollo, as this milestone is designed to support durable long-term values, by enhancing our expertise with consistency and growth foresight required for multi-generational planning – which have and will continue to define the company for decades.” said Yves Guélat, Group Chief Executive Officer of Charles Monat Associates.
Charles Monat Associates has earned the confidence of high-net-worth clients for its technical expertise, discretion and unwavering commitment as a trusted partner to wealthy families globally for over five decades. Demand for succession planning solutions has significantly increased as clients adopt more disciplined approaches to sustainable capital growth and intergenerational wealth transfer by hedging market volatility to safeguard longterm legacies. Charles Monat Associates is well positioned to accelerate expansion across key wealth hubs, enhance advisory capabilities and operational structure to meet these increasingly sophisticated client needs.
Immediate plans are underway to strengthen and broaden capabilities within global offices through the scaling of operations with technological upgrades and automation of processes.
This includes the implementation of AI in complementing existing systems to increase productivity and efficiency. The integration of innovation would be a key strategic enabler to help the company stay true in being a people’s business, remain agile and future-ready to serve clients and partners better.
Celia Yan, Partner and Head of Hybrid for Apollo Asia Pacific, added, “We’re proud to support CMA’s strategic growth. This transaction highlights Apollo’s differentiated ability to meet the rising demand for hybrid solutions in Asia and deliver fast, flexible capital tailored to companies’ needs.”
The transaction was supported by Rothschild & Co, as exclusive financial adviser, and Baker McKenzie Wong & Leow, as legal adviser to Charles Monat Associates. Sidley Austin LLP served as legal counsel to the Apollo Funds.
About Charles Monat Associates (CMA)
Founded in 1971 by Charles S. Monat, Charles Monat Associates (CMA) is a leading global life insurance brokerage firm with over 250 professionals operating in Hong Kong, Singapore, Malaysia, Dubai, America and Switzerland. Charles Monat Associates (CMA) is independently run since its Management-Buy-Out from Willis Towers Watson in 2017. It currently serves over 11,500 clients based in 80+ countries globally and celebrates its 55th Anniversary in
2026. A pioneer in the development of customized life-insurance based wealth transfer solutions, Charles Monat Associates (CMA) delivers world-class bespoke legacy planning and liquidity solutions to high-net-worth individuals, families and businesses. www.monat.com
About Apollo
Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade credit to private equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of December 31, 2025, Apollo had approximately US$938 billion of assets under management. To learn more, please visit www.apollo.com.