Navigate Your Fortune

Bespoke wealth management for Monaco residents and Luxembourg investors

€5B+Assets Under Advisory
CSSFRegulated
SOC 2Certified

WHY VELAMONTE

Monaco Expertise

Native understanding of Monaco's unique regulatory environment and lifestyle requirements

Luxembourg Excellence

Direct access to Europe's premier fund domicile with ELTIF 2.0 semi-liquid strategies

White-Glove Service

Dedicated relationship manager with 24/7 availability and concierge integration

COMPREHENSIVE WEALTH SOLUTIONS

Investment Management

  • Portfolio construction & optimization
  • Performance attribution (Brinson-Fachler methodology)
  • Multi-currency support (EUR, USD, GBP, CHF)
  • Alternative investments & private markets access

TECHNOLOGY MEETS TRADITION

Real-time portfolio analytics
25+ market data providers
Bank-grade security
Mobile access anywhere

TRUSTED BY LEADING FAMILIES

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AUA
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Families
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Jurisdictions
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Retention

As featured in

Financial Times
Bloomberg
Luxembourg Times

VelaMonte has transformed how we manage our family wealth. Their Monaco expertise is unmatched.

Managing Director
Single Family Office

The Luxembourg fund access and ELTIF strategies have been game-changing for our portfolio.

Chief Investment Officer
Multi-Family Office

White-glove service that truly understands the UHNW lifestyle. Exceptional attention to detail.

Private Client
Monaco Resident
Monaco harbor at dusk

Monaco Residency Specialists

  • Residency application support
  • 183-day tracking
  • Local bank introductions
  • Lifestyle integration
Luxembourg financial district

Luxembourg Fund Access

  • ELTIF 2.0 semi-liquid funds
  • RAIF/SIF structures
  • CSSF regulatory expertise
  • EU fund distribution

Begin Your Private Consultation

Discover how VelaMonte can elevate your wealth management experience

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