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.
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.”
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.”
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"
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."
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!”
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!"
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!”