Private Wealth Management

We help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Moneri.

We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service. Where appropriate, we introduce our clients to the broader network and resources of Moneri.

Our ApproachWe listen to clients articulate their needs, goals and priorities. Then we partner with them to develop holistic wealth and investment management strategies.
We ask about our client’s goals and help evaluate them. We analyze each client’s financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan.

Our PeopleWe carefully select our wealth advisors and investment professionals and vet them through a stringent recruiting process. Once they join Moneri, they begin a rigorous training curriculum that continues throughout their careers. Even experienced professionals receive unusually extensive training to help them meet clients’ high expectations.
We aim to keep the number of client relationships per advisor low so that our teams can provide the focus and attention that our clients expect. Our efforts are always guided by Moneri’ first Business Principle:

  • Intellectual CapitalWe offer compelling insights on a range of topics, including asset allocation, investment strategies, market dynamics and wealth management.
    Through a relationship with Private Wealth Management, our clients can also access the broader intellectual capital of Moneri, including Global Investment Research publications and commentary on economics, markets and issues.
  • ServicesThrough offices around the world, we offer local access to our global network of services, people and investment expertise. Explore the services we offer in Europe, the Middle East and Africa; Asia; and Latin America.