Company
Position
CEO—Chief Executive Officer
Index
UHNW Wealth Managers
Location
Monaco
Advice type
Investment strategy
Private banking
Wealth management
Wealth preservation
Estate planning
Client type
UHNW
International UHNWs
Sector Focus
Wealth Management & Private Banking
Geographical focus
Monaco
Customer type
Wealth adviser
Francesco Grosoli
Spear’s Review
With more than three decades’ experience in finance, including at HSBC and Barclays, CMB Monaco CEO Francesco Grosoli is well equipped to serve the firm’s discerning clientele.
According to the private bank, CMB Monaco combines the ‘highest level of service’ and a boutique-style approach through its portfolio model offer: ‘We help HNWs and their families manage, preserve and strengthen their wealth by adopting financial strategies organised around their requirements and ambitions.
‘We bring our know-how to seize the opportunities of an open world, without losing sight of a clear objective: to push them ahead.’
Having held a number of senior positions across global institutions, Grosoli is sensitive to how the needs of clients evolve over time.
Adviser Profile
Francesco Grosoli is the CEO of CMB Monaco, the leading international private bank in Monaco. With a client-first approach, he is committed to delivering a bespoke wealth management experience tailored to each client’s needs.
CMB Monaco specialises in wealth management, investment and financing solutions. Wholly owned by Mediobanca SpA, a financial group listed on the Milan Stock Exchange, CMB Monaco has played a key role in shaping the group’s identity and profile.
As an authoritative investment player with strong Monegasque roots, CMB Monaco seamlessly blends global reach with local expertise, offering clients financial strength and in-depth market knowledge.
Rank: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
Address
17 Avenue des Spélugues, Monaco, 98000, Monaco