Rebranding

During the initial half of 2023, the visionary leaders, fueled by their dedication to safeguarding the autonomy of a company they founded with the backing of the Pleion Group, successfully completed the repurchase of minority shares. This strategic move solidifies their position as 100% owners of the capital.
 

This calculated step empowers them to maintain their family-oriented model and entrepreneurial ethos while fostering enduring relationships built on trust and close proximity with their clients. A pivotal aspect of this transformative journey is reflected in the adoption of a new identity: Pleion Monaco evolves into Monterra Wealth Management.
 

Nestled in the heart of the Principality, Monterra Wealth Management draws its name from the fusion of its ties to Monte Carlo and the profound commitment of the company to sustainable management practices.