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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichCharles Monat Associates AG
Charles Monat Associates AG Logo
Verified· 2 sourcesTrust Score
Summary

About the company

The core activity of Charles Monat Associates is the provision of financial services, particularly in the areas of wealth management and risk management for affluent families and companies. The company offers a wide range of services, including wealth management, risk management, insurance solutions, and financial planning. It maintains offices in various countries, including Hong Kong, Singapore, Miami, Zurich, and Liechtenstein, and works closely with other financial service providers to offer its clients comprehensive solutions.

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Products & services

Industry:Financial Services
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4.1/5

Charles Monat Associates AG

✓ Offered3
Legacy Planning
Bespoke legacy planning for high net worth individuals, tailored around wealth transfer, succession and preservation of family assets across generations.
Liquidity Solutions
Liquidity solutions based on life insurance, structured to provide funding and flexibility within broader wealth transfer and legacy planning strategies.
Life-Insurance Based Wealth Solutions
Customized life-insurance based wealth solutions for high net worth individuals, developed as part of legacy planning and liquidity structuring.
Trust & reputation

ranQ Trust Score of Charles Monat Associates AG: 4.1 out of 5.0

Trust Score4.1/ 5.0

High

x

Data basis 54% · As of October 2026

Without public customer reviews the score stays capped.

Charles Monat Associates AG has no value in the Reputation area of the ranQ Trust Score because no data is available. The area carries 42% of the weighting and drops out of the calculation for this profile; it does not lower the score, only the reported data basis.
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CriterionValueWeight
  • Review quality: No data point — the criterion is taken out of the weighting and does not lower the score.—24%
  • Review volume: No data point — the criterion is taken out of the weighting and does not lower the score.—10%
  • Review recency: No data point — the criterion is taken out of the weighting and does not lower the score.—8%
Charles Monat Associates AG scores 83.4 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.79.212%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.82.07%
Charles Monat Associates AG scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Charles Monat Associates AG scores 82.9 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.82.94%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Charles Monat Associates AG reaches a ranQ Trust Score of 4.1 out of 5.0 — rated «High». No public customer reviews are available for this provider; the rating is based on the remaining criteria. The data basis is 54%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

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Location

Fraumünsterstrasse 27
8001 Zurich
Opening hours
Mon
09:00 - 17:30
Tue
09:00 - 17:30
Wed
09:00 - 17:30
Thu
09:00 - 17:30
Fri
09:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-469.487.855
Founded
2018 · 8 years
Last commercial register change
April 17, 2025
Employees
21 to 50
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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