Our Journey
Monterra Wealth Management, formerly known as Pleion Monaco, is a licensed management company established on December 21, 2018, by the Financial Activities Supervisory Commission (Commission de Contrôle des Activités Financières, CCAF, www.ccaf.mc).
Founded by former senior executives with distinguished careers in renowned international banking institutions in France and the Principality of Monaco, our mission was to bring a more entrepreneurial approach to our profession, closely aligning with the needs and expectations of our clients.
To realize our vision, Monterra Wealth Management has built a foundation grounded in core values such as independence, transparency, and a commitment to delivering performance. These values, embedded in the fabric of our company, guide our daily operations and all developmental endeavors.
Since our inception in 2019, we have earned the trust of numerous clients. Building on this success, we secured additional approval from Monegasque authorities in 2020, allowing us to oversee foreign collective investment schemes.
In 2021, Monterra Wealth Management proudly introduced the first fund managed exclusively from the Principality, named Lysis ESG Thematics. This fund earned accreditation with the "ISR - Investissement Socialement Responsable" (Socially Responsible Investment) label.
Recognized both locally and internationally for our expertise and dedication, we joined the Committee for Sustainable Finance under the leadership of the Monegasque government. Moreover, in 2021-22, Monterra Wealth Management became the official partner of the Monaco Pavilion during the Dubai World Expo.
In 2023, we underwent rebranding as Monterra Wealth Management and relocated to new premises on the Monaco harbor. This renewal of our identity not only aligns with our ongoing activities but also signifies the commencement of an ambitious expansion plan, with a specific focus on the international market. This transformation coincides with the founders regaining full ownership of the company.
Nestled in the heart of the Principality, Monterra Wealth Management derives its name from the fusion of its ties to Monte Carlo and the firm's steadfast commitment to effective, resilient, and sustainable management.