Ready for a fun way to glimpse into your future? Dive into this word search puzzle and spot the first three words that catch your eye. These words will shape your wealth in 2025! Share your words in the comments below and let’s see what the future holds for you! #CharlesMonat #Fortune #2025 #WealthPlanning #Insurance #Legacy
Perihal kami
Charles Monat Associates is one of the world's most trusted international life insurance brokers. We offer bespoke advisory and brokerage services for preserving wealth and creating liquidity. We are the partner of choice for high net worth clients, affluent families and executives of multinational companies. As a global premier consultant, Charles Monat Associates is a pioneer in the development of customized insurance based solutions. Over 8,000 private clients in Asia, Switzerland and across the world are our testimony to this. Founded in Hong Kong in 1971, the company has grown to an international presence with offices operating in Hong Kong, Liechtenstein, Miami, Singapore and Zürich. We have global knowledge and cross-jurisdiction experience in serving clients in over 50 countries. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions. Every client of ours has unique family, wealth and business dynamics. Our aim is to develop successful and holistic relationships with our clients and business partners at the world's most respected private banks, accounting firms and insurance carriers. Together with our strategic partner, Willis Towers Watson - the world's leading global advisory, broking and solutions provider, Charles Monat Associates is able to offer our clients a global platform with an extensive range of human capital and risk management solutions. Corporate Video: https://www.youtube.com/watch?v=PmDxE-O3aoE
- Laman web
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http://www.monat.com
Pautan luaran untuk Charles Monat Associates
- Industri
- Perkhidmatan Kewangan
- Saiz syarikat
- 201-500 pekerja
- Ibu pejabat
- Singapore
- Jenis
- Milik Persendirian
- Ditubuhkan
- 1971
- Pengkhususan
- Life Insurance, Wealth Planning, Estate Planning, Asia, Europe, Americas, Middle East, Legacy Planning, Zurich, Hong Kong, Singapore, Miami, High Net Worth, Wealth Management, Malaysia, Dubai, Ultra High Net Worth
Lokasi
Pekerja di Charles Monat Associates
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Puneet Verma
BFSI Distribution Head | HNI Life Insurance, Estate Planning & Wealth Management | Consumer & SME Banking | Clients Acquisition & Portfolio…
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Clare Kwan
Managing Director at Charles Monat
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Jason Cheung (TEP)
Senior Director - Consultant at Charles Monat
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Robert Jarvis
Executive Director Latin America
Kemas Kini
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As we wrap up the year, all of us at Charles Monat are filled with gratitude for the connections and partnerships that have made this year special. Wishing everyone a peaceful holiday season and a prosperous New Year. Cheers to new beginnings and continued growth in 2025! 🌲 #HappyHolidays #NewYear2025
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We were delighted to celebrate the festive season at the Charles Monat HK Christmas Party last Friday. This year has been significant for Charles Monat, characterized by notable achievements that reflect the hard work and dedication of our exceptional colleagues. The evening was filled with joy and engagement, highlighted by an exciting lucky draw that brought smiles to all attendees. The camaraderie in the room reinforced the importance of teamwork and collaboration as we embark on new challenges in the year ahead. We extend our gratitude to all colleagues and valued business partners for their steadfast support. As we celebrate this holiday season, let’s continue with the strong momentum as we head into the coming year, pursuing even greater accomplishment together in 2025. Wishing everyone a joyful holiday season! Yves Guélat berry wong Simon A. Lo #CharlesMonat #ChristmasParty #Teamwork #Collaboration #Gratitude #HolidaySeason #LookingAhead #2024Achievements
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27th November 2024 was a special evening for us all in Kuala Lumpur Malaysia as we officiated the grand opening of our new office with partners and friends of Charles Monat. A huge thank you to our incredible bank and carrier partners for celebrating this milestone with us, we are all set and ready to grow with the vibrant Malaysian community in 2025 and beyond! Our biggest congratulations to our Charles Monat Malaysia team on the amazing growth and achievement! Following that on 4th December 2024, our team in Singapore moved into their new office located at Republic Plaza, Raffles Place after a wonderful 6 years tenure at UOB Plaza. Watch out for this space for the grand opening event soon! 2024 is closing on a high for us all and we hope is the same for you. Wishing everyone a wonderful holiday and seasons greeting 😊 AIA Singapore, FWD Insurance, HSBC Life, Manulife, Sun Life, and Transamerica Life Bermuda Yves Guélat Nikki Koh berry wong Teddy Chu Tan Li San #CharlesMonat #KuluaLumpur #Maylaysia #Singapore #LegacyPlanning #Partnerships #Growth #Expansion #Commitment #WealthManagement #HNW #LifeInsurance #Future #OfficeMove #NewBeginnings #2024
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As we conclude the year, we had the privilege of hosting an insightful session in Hong Kong office with Teddy Chu and Kelvin Cheng, who shared their expertise on insurance and planning solutions for Canadian clients. They provided an in-depth analysis of the Canadian tax system and introduced tailored strategies for individuals with diverse backgrounds and needs, enabling them to navigate complex tax scenarios with confidence and efficiency. This session served as an excellent platform for initiating meaningful discussions and gaining actionable insights that will enhance our ability to serve our clients effectively. At Charles Monat, we are dedicated to fostering not only individual success but also collective growth. As we reflect on 2024, we express our gratitude for the ongoing learning, development, and knowledge-sharing within our team. A heartfelt thank you to Teddy Chu, Kelvin Cheng, and all participants who contributed to the success of this session!
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🌍 Child Health Week is here! 🌍 This week is an important week for spreading awareness on the importance of access to basic vaccination for all kids under the age of 5. Every year, between 12-19 November, we come together to amplify one clear message: Every child deserves a healthy start in life. But here’s the reality: Every year across the globe, 4.9 million children still die from preventable or treatable causes This year, #ChildHealthWeek focuses on immunization and climate change—two critical factors affecting child survival worldwide. Join us in our fight on savings young lives from Pneumonia as pneumococcal infections are a leading cause of death in children under 5 in crisis settings. #Vaccines are safe and effective and can prevent the spread of infections throughout a community. Save the Children Indonesia, Save the Children International, Save the Children US. Find out more ➡️ https://bit.ly/3UHZVDs #WorldPneumoniaDay #ThriveBeyondFive #ChildHealthWeek #VaccinesWork #ChildSurvivalAction #SaveTheChildren #CharlesMonatAssociates #FightPneumonia #Impact #GivingBack #MakeADifference #Society #SaveLives #1CMA #Global
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We are extremely thrilled to share that the Charles Monat team in Kuala Lumpur has relocated to a new office at Platinum Sentral KL, Malaysia. Platinum Sentral is situated within the Kuala Lumpur Sentral development, a short throw away from Kuala Lumpur city centre. Kuala Lumpur Sentral is an exclusive urban centre built around Malaysia’s largest transit hub, strategically interconnecting Kuala Lumpur International Airport (KLIA) Transit, KLIA Express, Light Railway Transit, KTM Intercity, KTM Commuter and the KL Monorail. Did you know that Charles Monat Malaysia was incorporated in 2019, and our Kuala Lumpur team will grow close to a 30-man team by the end of the year? The new and expanded office in Kuala Lumpur is significant to our commitment and growth journey in serving our global clients and partners. Watch this space for more updates on our Office Launch Event! Charles Monat Yves Guélat Nikki Koh Klaus Kiessling @TanLiSan #CharlesMonat #1CMA #Malaysia #KualaLumpur #Asia #HNW #LegacyPlanning #WealthManagement #SucessionPlanning #LifeInsurance #Growth #Commitment #Future
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Here’s a peek at our calendar-filled September at Charles Monat! We started the month with an ESG initiative in Singapore, partnering with Prudential Assurance Company Singapore in their Healthy with KidSTART program to provide low-income families with nutritious daily necessities to promote healthy eating habits in supporting their journey towards a healthier lifestyle. In true CMA spirit our colleague volunteers completed the packing task at record time, way to go team! Then, in celebration of the Mid-Autumn Festival, an important time in Chinese tradition to enjoy one’s harvest of the year with family, we activated a Mooncake donation drive both in CMA Singapore and Hong Kong to share the festive joy with Migrant Workers' Centre (MWC), to migrant workers who play an integral part of Singapore’s economic growth and progress; and The Community Chest of Hong Kong in Hong Kong for the low-income. Thank you teams for your generosity and kindness! We conclude September with our Annual Live Stream of the Formula One Singapore race for the last time this year at our beloved office of 6 years. Our Singapore office has held many beautiful memories through the years with partners and friends of Charles Monat, our heartfelt thanks to every one of you who came by to bid a wonderful farewell to our office, we look forward to building more memories with you at our new premise soon. ❤ #ESG #PositiveChange #GivingBack #Health #MidAutumn #Festivity #Mooncakes #Giveaway #Growth #Progress #Community #FormulaOneSG #RaceNight #Farewell #Memories #NewBeginnings #OneCMA #CharlesMonat #September