ranQ
ranQ
ranQ
DirectoryIndustriesKnowledgeComparisonsSoon
Sign inCheck visibility
ranQHSG Startup LabelRecognised by the
HSG Startup Label

The first Swiss company directory, built to boost AI visibility.

Product
  • Pricing
  • Directory
  • Industries
Company
  • About
  • Contact
  • Legal
© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,814 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesZurichCharles Monat Associates AG
Charles Monat Associates AG Logo
Verified· 2 sources

Charles Monat Associates AG

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.

AI-generated
Offering

Products & services

Industry:Financial Services
LeadhubOutbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub
✓ 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.

Knowledge

No knowledge articles yet

Once Charles Monat Associates AG has claimed this profile, we'll publish editorial articles and case studies here together.

Get started
Comparisons

Charles Monat Associates AG in comparison

Soon

Industry comparisons are coming soon

We're preparing industry comparisons that rank Charles Monat Associates AG by reviews, experience and specialisations.

Is this your company?

Claim the company profile of Charles Monat Associates AG to make its contact details visible. With a plan we additionally create and publish industry comparisons, articles and much more.

Secure profile

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
2023 · 3 years
Last commercial register change
April 17, 2025
Employees
21 to 50

Similar companies

BF
bob Finance AG
Zurich
BF
bob Finance, Zweigniederlassung der Valora Schweiz AG
Zurich
ZF
Zurich Financial Services AG
Zurich
CB
CACEIS Bank, Montrouge, Zweigniederlassung Zürich / Schweiz
Zurich