Family Offices in Monaco

Apolis is a Monaco-based family office with a global investment mandate, specializing in the management of private wealth across generations. The firm employs a disciplined, principles-based value investing approach, complemented by conservative risk and liquidity management systems. Their primary objective is to preserve family wealth through various economic cycles, volatility regimes, and low-probability events, focusing on delivering consistent, above-average real returns.The firm's investment philosophy emphasizes moderate risk with a focus on stable cash flow yield generation, capital preservation, and diversification ahead of yield maximization. Apolis actively avoids negatively skewed asymmetric payoffs and illiquid or non-marketable investments in its public securities portfolio. They also prioritize optimizing return-per-unit-of-volatility metrics. The name "Apolis" stems from the Greek word meaning "citizen of no city (country)," reflecting their investment philosophy of a diverse team with flexible views and global reach in private and public capital markets, free from personal attachments, biases, or regrets.Apolis manages a diversified portfolio that includes both plain vanilla and non-conventional fixed income instruments, as well as direct private credit transactions. They exclusively pursue credit and co-investments, targeting mission-critical service industries and government contracts, which are considered more resilient to market changes. The firm's mission is to deliver consistent real returns through a combination of high-yielding private credit transactions and liquid marketable debt instruments.The firm is led and managed by a team of established investment professionals with extensive experience in public and private capital markets across developed and emerging geographies. Key team members include Evgeny Denisenko, Managing Director; Ilya Gertsberg, Managing Director and CIO; and Alexey Zarochentsev, Portfolio Manager. This diverse expertise provides Apolis with an enhanced edge and flexibility in navigating financial markets.

Deyu Family Office, established in 2015, is a prominent multi-family office rooted in the Greater China region, dedicated to serving ultra-high-net-worth individuals and families. The firm offers a comprehensive suite of wealth management services encompassing family inheritance, asset preservation, tax planning, global asset allocation, integrated investment and financing, and philanthropy. Their core mission is to maximize enterprise value, foster enduring family wealth, and provide a distinguished experience for their Chinese clientele, aspiring to be a leader in the family office industry.The firm was founded by Zhang Yong, a seasoned professional with over two decades of experience in the economic and financial sectors, including a significant tenure in private banking at China Minsheng Bank. Deyu Family Office was among the first multi-family offices in China, and its establishment in 2015 is considered a pivotal moment for the country's family office sector. The firm's operating philosophy is guided by principles of "Righteous conduct, trustworthiness, diligence, and harmony."Deyu Family Office's investment activities span a range of asset classes, including equity investments, domestic and overseas securities products, municipal bonds, and fixed income products. They also provide specialized services such as overseas equity structure consulting, identity planning, global asset allocation, and overseas trusts. The firm has garnered recognition within the industry, including awards for "China's best family-office services" and "China's best boutique wealth manager" from Euromoney, and "Family Office Best Performance Award" from Hurun Report.The team at Deyu Family Office comprises approximately 25 professionals with extensive backgrounds in commercial banking, private banking, investment banking, insurance, tax, and consulting, boasting an average of over 16 years of experience. Key team members include founder and chairman Zhang Yong, partner Wei Ling, and investment research director Wang Jian. The firm's shareholder units include notable institutions such as Sunshine Insurance Group, Changjianghui Fund, Dingxin Changcheng Group, Heyu Alternative Investment, and Daopu Capital.

Inderhabs Investments is a family office founded in 2008 and based in Madrid, Spain. The firm makes investments across stock exchange, real estate, private equity, and venture capital. The team of 7 people, including 2 partners, has invested in companies such as Wolo, Flax & Kale, and Cuideo.

The Moñozca Family Office is a European-based investment firm with a global portfolio, deeply intertwined with the philanthropic Dr. AB Moñozca Foundation. Chaired by Paul Infante Moñozca, the firm focuses on strategic investments and partnerships across diverse industries, driven by an overarching mission to address the impact of 'Technological Singularity' and protect humanity through initiatives like a private-sector-led Universal Basic Income (UBI) platform. Their investment philosophy extends beyond traditional financial returns, aiming to balance technological advancement with human welfare.The firm's roots trace back to the Dr. AB Moñozca Foundation, which began in the central Philippines in the early 1990s, providing medical missions, educational scholarships, and feeding programs. Under Paul Infante Moñozca's leadership since 2003, the organization evolved into a global philanthropic entity, now headquartered in Monaco, France. Paul Infante Moñozca is also recognized for pioneering the world's first cross-border fund transfer and payment system using ATMs in the 1990s, laying a foundation for their later ventures in decentralized finance.Moñozca Family Office's investment interests span a wide array of sectors. Notable portfolio companies and interests include Formula Green Corporation (Renewable Energy), Bangko Maharlika Ltd. (Decentralized Banking), Avatar Ark Artificial Intelligence Ltd. (A.I.), Coral World Park Undersea Resorts Ltd. (Resorts & Family Entertainment), Bargain Bay Membership Shopping UK Ltd. (online retail), Hacienda Pacita Philippines Inc. (Agriculture), and Parmon Group Holdings Inc. (Property). The firm is particularly focused on developing a "Continuity of Conscience (COC)" Artificial Intelligence protocol, linked to their UBI platform, which aims to enable the transfer of human thought processes to meta-humans and avatars for various applications, including space exploration.Paul Infante Moñozca, as Chairman, brings a background in corporate finance and philanthropic fund management, having worked with multinational companies like Quaker Oats Co., Siemens, and PricewaterhouseCoopers. He is a prominent advocate for addressing technological singularity and the need for UBI, frequently speaking at international summits attended by family offices, financial institutions, sovereign wealth funds, and monarchies. The firm's approach emphasizes foresight and ethical leadership, aiming to leverage capital to amplify human dignity and create lasting global impact.

Yam Invest is a family office investment firm founded in 2001, focused on real estate, the digital economy, and healthcare sectors. The firm manages diversified investments across multiple asset classes.