CEO—Chief Executive Officer
UHNW Wealth Managers
Wealth & Investing
Monaco
Investment strategy
Private banking
Wealth management
Wealth preservation
HNW
UHNW
Financial Services
Wealth Management & Private Banking
Monaco
Wealth adviser
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 CEO of CMB Monaco, the leading international private bank in Monaco. His objective is to always put the clients first and offer them the best possible wealth management experience.
CMB Monaco’s offer is structured around wealth management, investment management and financing, and comprises a wide range of investment products and tailor-made services.
Today CMB Monaco is wholly owned by Mediobanca SpA, a specialized Financial Group listed on the Milan stock exchange, which acquired an initial stake of 34% in 2002 and reached full control two years later. CMB Monaco is now a founding part of the Mediobanca Group Wealth Management division, which changed the group’s identity and profile.
Rank: Top Recommended
Top Recommended 2024, UHNW Wealth Managers
17 avenue des Spélugues, Monaco, 98000