Company

CMB Monaco

Position

CEO—Chief Executive Officer

Index

UHNW Wealth Managers

Wealth & Investing

Location

Monaco

Advice type

Investment strategy

Private banking

Wealth management

Wealth preservation

Client Types

HNW

UHNW

Sector Focus

Financial Services

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 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

Email

cmb@cmb.mc

Address

17 avenue des Spélugues, Monaco, 98000

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