An expertise based
on values
Our values
Located at the very heart of the Principality, IRIS Finance Monaco provides investors with tailor-made wealth management services. A service inspired by our key values of communication, proximity, discipline, confidentiality, empathy, transparency, and independence. Another reason, very practical, deserve our client confidence : our ability to offer optimal investment solutions designed to safeguard and grow your capital.
Our know-how
We take as much time we feel is necessary with our investors before recommending or adapting a wealth management strategy built to meet their specific needs.
Many factors come into play when we determine the investment style that is most suited to their requirements: the nature of their wealth and potential complexities, their investment horizon, sensitivity to risk, tax treatment and legal implications… Your own projects, exclusion criteria and individual constraints are also key elements that are factored in before we issue our recommendations.
When choosing the type of vehicle and investment universe, we prefer to rely on open architecture systems. Stock selection is conducted on a totally independent basis after an in-depth analysis aimed at assessing the value, reliability and naturally, the upside potential of each investment. Seeking the best balance between risk and performance is a constant priority. The independence of our group and the absence of any outside influence guarantee the impartiality of our investment convictions.
“Before even forming a group, we had a clear objective in mind: we wanted to pool together expert investment skills and knowledge and leverage their complementarity, in order to offer our private and institutional clients the best possible service.”
Michaël Sellam
Chairman
The Power of a Group
IIRIS Finance Monaco relies on its wealth Manager expertises
to offer your a first class service.
The quality of the advices and recommendations come also from the complentary expertises within IRIS Finance International Group. Nearly purely Wealth Management oriented, the Group was defined from the beginning as a state-of-the art service ; a company fully independant and free in these tactical selections. Its Strength is to have successfully bring together the talents behind their success and their renown.
