Your Monaco Private Bank
The evolving role of the Private banker

Mr Peyer, CMB’s CEO, was invited by the International University of Monaco to participate in a panel discussion on the changing role of the Private banker.

Younger customers, open access to financial information, fintech and digitisation are some of the themes addressed during this inspiring morning for young students.

Education is a theme dear to CMB, which is involved locally through the various academies set up by our bank.

Women in the spotlight at CMB

On the occasion of International Women's Rights Day on Friday, March 8, 2019, women who visit CMB today will be offered a rose.

CMB is involved throughout the year towards a feminine audience with the Women and Finance Academy, through which CMB was able to demonstrate innovation by becoming the first Private Bank in Monaco to offer a structured initiative and an academic curriculum to its clients.

CMB's stated objective is to enable its "students" to improve their financial culture and thus achieve a higher level of autonomy on wealth management and investment strategy issues.

CMB named Best Private Bank in Monaco 2019

For the first time, CMB has just been recognised as Best Private Bank in Monaco 2019 by The Global Banking and Finance Review.

This magazine is read in more than 200 countries and its website generates 9.2 million page views per year. It mainly targets business leaders, CFOs and decision-makers among the 500 largest American companies listed by the Fortune 500.

This new award highlights Team CMB's efforts to offer customers the tailor-made service they deserve.

For more information please visit: https://www.globalbankingandfinance.com/

Asset Allocation Advisory: a matter for experts

Asset Allocation Advisory requires a step-by-step approach and involves several experts from different departments of CMB. The Investment Consulting Unit, headed by Marie-Hélène Parisi, reinforces the Advisory Unit by providing additional information according to the investor's needs.

With the Asset Allocation Advisory, the Private Banking Department, Management Department, Advisory Department, Investment Advisory Department, and private bankers, work together and regularly ensure that the portfolio matches the client's profile.

Euromoney 2019 Conference: the strength of universal banking

At the international conference "Euromoney and IMN 2nd Annual Global Private Banking Conference" held in London on 21 February 2019, Werner Peyer, CMB’s CEO, presented a strategic reflection on the organisation of a bank and highlighted in particular the many advantages of the universal banking model.

Cooperation between divisions and subsidiaries of the same group, each of which has its own expertise in specific areas, makes it possible to offer a wide range of services to customers. In addition, this way of operating helps to support each client in all their financial needs, taking into account their life cycle.

Werner Peyer underlines the strength of the Mediobanca Group in this field and points out that this organisational model had contributed to winning the Euromoney Best Private Bank in Monaco award.

Asset Allocation Advisory: the guarantee of having a portfolio aligned with its investor profile

Asset Allocation Advisory is first of all accompanied by a tailor-made definition of the investor profile and risk aversion. This essential first step makes it possible to regularly monitor that the securities in the portfolio correspond to the identified profile. “Thanks to the monitoring of the portfolio carried out by the private banker”, explains Federico Limiti, Head of Private Banking at CMB, “the investor is assured of receiving relevant information and of a readjustment of the invested assets if necessary”. This increased surveillance, made possible by Artificial Intelligence, is accompanied by real reactivity and contributes to the serene construction of its assets with the Human Intelligence of CMB's employees.

Compagnie Monégasque de Banque supports Be Safe

In pursuit of its willingness to turn to millennials, CMB has decided to support Be Safe, an association founded by five young Monegasque girls.

The principle: set up shuttles to escort young Monegasque residents home after an evening out. Breathalyzers are also distributed in night establishments.

CMB wanted to make a financial contribution so that this wonderful idea dedicated to young people and this new service could continue to develop.

For more information, visit https://besafemonaco.mc/

CMB launches Asset Allocation Advisory

CMB has just launched its Asset Allocation Advisory Service.

The objective is to support its clients in their investment decision and to define their risk profile according to several criteria: age, investment horizon, risk sensitivity, projects, personal situation.

Anastasio Bellanti, Head of the Advisory Unit, selects a list of financial instruments based on proprietary CMB filters, from the Mediobanca group and external analyses in order to offer clients a diversified investment choice.

Mediobanca - Interim financial statements for six months ended 31/12/18 approved

Mediobanca confirms distinctive business model, achieving its best half-year results ever by revenues and profitability. Despite the challenging operating environment, Mediobanca has continued to grow, delivering a 9% increase in revenues in the first six months. More details can be found here: https://www.mediobanca.com/en/media-relations/press-releases/MB-Interim-financial-statements-12-2018.html

Digital: « We are at the beginning of a new era »

CMB has started long ago its digital revolution. In the latest issue of Monaco Economie, Werner Peyer, CEO, details CMB's technological investments and the importance given to cyber security: http://www.cmb.mc/uploads/downloads/10-cmb-nous-sommes-au-debut-d-une-nouvelle-ere.pdf

CMB and the artistic world
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For several years now, CMB has actively supported various artistic projects in the Principality. This article, published in the last issue of Riviera Insider, traces the history of some of the actions carried out by CMB to contribute to the promotion of art in Monaco:
http://www.cmb.mc/uploads/downloads/10-cmb-and-the-artistic-world.pdf

How Private Banks can support family offices in Monaco
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Despite a highly favourable environment for family offices in Monaco, the complexity of their needs have also increased dramatically, and Private Banks can be partners of choice to help Single and Multi-Family offices tackle this increasingly complex framework. In this article, our CEO Werner Peyer delves into the topic and explains how Private Banks can support family offices in Monaco: http://www.cmb.mc/uploads/downloads/10-article-family-office-magazine-winter-edition.pdf

Renewal of the partnership with the Grimaldi Forum
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On Friday 4 January, CMB, represented by Mr Etienne Franzi, President of CMB, and Mr Werner Peyer, CEO, has expressed once again, pen in hand, its support for the actions and events of the Grimaldi Forum, for the year 2019, to the great satisfaction of its President Henri Fissore and of Sylvie Biancheri, Managing Director.

But beyond this commitment to the Principality's congress and cultural centre, Mr Franzi pointed out that "CMB's active sponsorship policy confirms its desire to contribute to Monaco's cultural influence. We are very committed to associating ourselves with partnerships which enhance the Principality and our bank," he said.

Amandine Maillot exhibits her work at the Museum of Asian Arts in Nice
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Amandine Maillot, winner of the 2016 "Next Generation" competition organised on the occasion of the 40th anniversary of CMB, is now being recognised for her work by her peers.

A former student of the Ecole Supérieure d'Arts Plastiques de Monaco, this young woman from Nice returns to her hometown to present a selection of works created during a research program that took her to China and Limoges.

"We are happy for Amandine" says Werner Peyer, CMB’s CEO, "and proud to have detected her talent two years ago".

NFL 2018: 9245 km for the CMB
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The CMB team excelled this year again at the No Finish Line 2018.

The 222 participants walked or ran 9245 kilometers, or 6724 laps, thereby renewing their commitment to this great cause.

The CMB has been an active participant in the NFL since 2010.

For more information: http://childrenandfuture.com/

Presentation of the MEDIOBANCA PRIVATE MARKETS FUND I
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On November 12th at the CREM’s offices, the CMB received representatives of Mediobanca and Russell Investments to discuss the launch of the Mediobanca Private Markets Fund I.

This new fund, distributed exclusively to Mediobanca group’s private clients, aims to offer a global and diversified exposure to so-called "private" markets: private equity, private debt, venture capital, real assets and infrastructure.

This asset class, traditionally reserved to institutional investors, has the advantage of being uncorrelated with the more traditional investments as the bond and equity markets.

With the launch of this fund, Mediobanca wants to offer its customers easy access to this investment opportunity, through a partnership with Russell Investments. This US-based management company, created in 1936 and with $300 billion in assets under management, is notably recognized and awarded for its multi-manager solutions.

For further information please contact your Private Banker.

Quarterly financial statements for three months ended 30/9/18 approved
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Positive start to FY19 despite uncertainty and market volatility. During the three months under review the Mediobanca Group delivered further improvement in terms of its performance in revenues, which rose 6.6%, from €598.4m to €637.7m, with all items growing. Mediobanca continues on its growth roadmap, with a focus on high-margin, specialized growing, businesses.

Further information : https://www.mediobanca.com/en/media-relations/press-releases/bod-mediobanca-quarterly-financial-statements-for-three-months-ended-30-9-18-approved.html

Launch of Daphné Du Barry’s exhibition
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Perhaps have you been intrigued by the "stroller", an imposing statue placed at the top of the steps in front of the Costa’s agency ?

The vernissage on October 18th marks the kickoff of the exhibition Daphné Du Barry. A selection of works by the famous sculptor, who is looked upon as one of the best representatives of classical figurative art in Europe, will be exhibited until spring 2019.

Launch of the Academy First Investment
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On Tuesday, October 9th, the CMB launched the Academy First Investment in partnership with the International School of Monaco.

Entirely taught in English, the ten sessions will enable a group of high school students to understand the functioning of financial markets. In practice, they will manage throughout the program a virtual portfolio taking into account their risk profile and their objectives.

The training courses are led by CMB experts and were developed in the wake of the Women and Finance Academy and of the Philanthropy Academy.

Launch of the Women and Finance Academy in English
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Building on the success of previous editions, CMB launches the 3rd Women and Finance Academy for an English-speaking female audience.

On Tuesday October 2nd, Werner Peyer, CMB’s CEO, and Marie-Hélène Parisi, Director of the Academy, welcomed the students for their first course at Le Méridien in Monaco.

An additional module, "Banking and Technology: the new fashion" adds to the nine already taught since the launch of the Academy.

The training cycles are led by CMB’s experts, and the team has been strengthened this year by the addition of new talents.

Interview The European: CMB’s future direction
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Interviewed by the magazine "The European", Werner Peyer, CMB’s CEO reaffirmed the Bank’s values and exposed its vision for the years to come.

"The European" rewarded the CMB with two awards in 2018: Monaco Banking Ambassador and Monaco's Best Customer Service.

To watch the full interview please click the link below:

https://the-european.eu/story-14891/interview-with-mr-werner-peyer-ceo-compagnie-monegasque-de-banque-2.html

CMB Friday news on Riviera Radio
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CMB, in partnership with Riviera Radio, launches “CMB Friday News”
This new program is to be broadcasted every second Friday at 7:37 am, 12:37 and 6:37 pm and will announce CMB’s latest news.
Listen to the podcasts on http://rivieraradio.mc/content/cmb-friday-news

Interview Monaco Info: CMB cultivates its garden
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Compagnie Monégasque de Banque CEO Werner Peyer was interviewed by Monaco Info after the installation of an organic vegetal garden on the terraces of the bank’s headquarters located at Avenue de la Costa.

To watch the interview please click the link below:
http://www.cmb.mc/en/publications

CMB, first bank to cultivate its own garden in the Principality
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Since the 14th August, the terraces of the Bank's headquarters located at Avenue de la Costa, have been converted into a magical organic vegetable garden.

With squash, cabbage, broccoli being just some of the vegetables growing alongside herbs such as basil, sage, thyme, oregano to name a few. CMB has sown and planted with care, confident that the first harvest will give unique flavours to many dishes.

CMB has joined forces with the "Terre de Monaco" to organize a "green" space and thus participate in the Principality's commitment to preserving the environment for future generations. For further information: https://www.terredemonaco.com/

Interview World Finance Award « Best Private Bank in Monaco »
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Compagnie Monégasque de Banque CEO Werner Peyer was interviewed during World Finance Award ceremony.

To watch the interview please click the link below:
http://www.cmb.mc/en/publications

Best Family Office Private Banker for CMB
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The 6th Global Family Office Investment Summit took place in Monaco, June 27 - 29, 2018 with the support of Giuseppe Ambrosio, President of the Monaco Single and Multi-Family Office International Association.Werner Peyer, CEO of CMB collected the prestigious award accompanied by G. Ambrosio, A. Ritossa, CEO of the Ritossa Family Office and Nathalie Mamann, Senior Private Banker of CMB.The Summit attracted 400+ high-ranking Billionaires, Sheikhs, Royal Families and Business Leaders representing $2 trillion.

CMB, official partner of the “1ère Rencontre des Sites historiques Grimaldi de Monaco”
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Last week-end, during the “1ère Rencontre des Sites historiques Grimaldi de Monaco” organised by Monaco Inter Expo (MIE), Mr Franzi, President of the CMB, received a limited edition collector trophy from HSH Prince Albert II. The marquisate of Les Baux, the County of Carladès and the city of Menton were the guest of this year’s event: dances, folklore, shows punctuated these two days which ended with a “Sound & Light Show” projected on the facades of the Prince's Palace. http://monacointerexpo.com/home-page/#siteshistoriques2018

CMB awarded “Best Private Bank in Monaco 2018” by the World Finance Magazine
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CMB has been awarded “Best Private Bank in Monaco” by the international magazine “World finance” in its 2018 awards.
CMB’s “boutique bank” approach and its very good knowledge of the local environment in private banking have been noted by the experts of “World Finance”. The Bank distinguished by its comprehension of the needs of its clientele by offering tailor-made services. http://www.globenewswire.com/news-release/2018/06/27/1530125/0/en/World-Finance-Banking-Awards-2018-reveals-industry-s-leading-players.html

Monaco US Celebrity Golf Cup
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14th – 17th June 2018, Susan Feaster, Chairman of the « Monaco Us Celebrity Golf Cup » organized the first edition of this tournament at the Mont Agel Golf Club.

American celebrities challenged European celebrities and all the benefits from this event will go to a non-profit organization “The Ryder Cup European Development Trust” aimed at developing youth golf.

CMB, through its CEO, Werner Peyer is proud to have been associated to this exceptional event.

CMB in the magazine « codesport Monaco »
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« codesport » magazine published an article « parlons sport / let’s talk sports » in its June-July 2018 edition regarding the conference organized last April 19th by Rosemont Monaco, addressing the topic of how to plan ahead for retirement being a professional athlete.

Nathalie Mamann, private banker, Mireille Lefebvre, head of wealth planning joined by the “Compagnie monégasque de Gestion” team seized the opportunity to explain their approach on the preparation of the “what’s next ” for retiring sportspeople and CMB’s expertise within that specific field.

Please visit:
http://www.cmb.mc/uploads/downloads/codesport_juin2018.pdf

Double success for the Compagnie Monégasque de Banque in 2018

Compagnie Monégasque de Banque has been named for the second consecutive year “Best Customer Service Private Bank” and “Banking Ambassador” in Monaco by the international magazine The European in its 2018 awards, in collaboration with the Thomson Reuters Group.

“Today we are once again being recognized for the exceptional quality of our Customer Service and as The Private Bank to uphold the values of the Principality” states Werner Peyer, CEO of CMB.

Live from the Frankfurt Stock Exchange

On 14th May 2018, CMB organised an evening event for Monaco’s Club Allemand International with special guest Franck Bethmann, journalist from the German TV channel ZDF TV.

By interviewing famous figures known for their expertise, F. Bethmann shares in his latest book, « Über Geld reden: Prominente im Gespräch », their vision on Finance and the values they attach to money.

Franck Bethmann comments live on the Frankfurt Stock Exchange on a daily basis and gives his analysis of the upwards and downwards trends of German listed companies.

Renewal of mandates of Mrs Franzi and Peyer

On the occasion of the Annual General Meeting held on April 26, 2018, Messrs. Etienne Franzi and Werner Peyer were reappointed respectively as Chairman and CEO of CMB for a period of three years.

The Italian group Mediobanca S.p.A., 100% shareholder of CMB has played the continuity card by renewing its confidence in the duo that makes CMB the best private bank in Monaco. Since the recognition of the prestigious prize awarded in 2014 by "Euromoney", the Bank has added to its list of other awards, "Best Private Bank", "Best Private Bank Customer Service" and " Banking Ambassador " of Monaco.

The Costa Agency remains open between 12h30 and 14h00 from April, 16th, 2018

The cash desk service of the Costa Agency will remain open at lunch time as from April 16th, 2018.

The following cash transactions will be available between 12.30pm to 2pm: bank vault access, cash withdrawals, currency exchanges, cheque deposits, credit cards and cheque books withdrawals.

CMB and OPMC, again partners for the 2018-2019’season

On April 5th, 2018 Patrice Cellario, Government Advisor - Minister of the Interior, Mr Etienne Franzi, Chairman of the CMB, and, for OPMC, Jean-Charles Curau, Director of Cultural Affairs of Monaco signed the renewal of the partnership of CMB with the Monte-Carlo Philharmonic Orchestra for the 6th consecutive year. The contract was signed in the Auditorium Rainier III in presence of both CEOs, Werner Peyer for CMB and Sylvain Charnay for OPMC.

"The active policy of patronage of CMB confirms its will to contribute to the image of Monaco" says the Chairman of the bank, Etienne Franzi. "We are very keen to associate ourselves with partners who value the image of CMB and the Principality" he adds.

Moody’s assigns Mediobanca Baa1 long-term rating with stable outlook

Ratings agency Moody’s has assigned Mediobanca S.p.A. a Baa1, rating one notch higher than the Italian Sovereign debt ratings.
The ratings reflect the Bank’s high capital levels, comfortably above the regulatory limits, the effective business model as well as the asset and liability structure, scrupulous risk management and undisputed asset quality. For further information: www.mediobanca.com

Five-year partnership between CMB and MIE

Compagnie Monégasque de Banque (CMB) and Monaco Inter Expo (MIE) have signed a five-year partnership in order to promote the radiance of the Principality of Monaco on a local and international scale. Monaco Inter Expo presents the Principality of Monaco during large-scale promotional events, exhibitions, fairs and conferences.

Sirs Etienne Franzi, President of CMB and Albert Croesi, CEO of Monaco Inter Expo have sealed their agreement on February 15th 2018, in attendance of Gilles Tonelli, Minister of Foreign Affairs and Cooperation, Richard Milanesio, Adviser at the Sovereign Prince’s Cabinet, Mireille Pettiti, President of Monaco Inter Expo and Werner Peyer, CEO of CMB.

For further information please visit MIE Website: http://monacointerexpo.com/en/

The LTHM in the Digital Age

Thanks to the CMB, the LTHM has been equipped with 16 iPad Air for its restaurant application.

The app allows the students to take orders in an innovative and more efficient way, ensuring an optimal service to the daily customers of the “Cordon d’Or” restaurant on site.

Patrice Cellario, Minister of the Interior accompanied with Isabelle Bonnal, National Education Director, Youth and Sports, and for CMB Etienne Franzi, Chairman and Werner Peyer, CEO, experienced this new way of taking client’s orders during lunch organized in this restaurant Wednesday 14th February.

For 2018, CMB is thinking big

CMB launches its brand new advertising campaign in front of the Hotel Hermitage of Monaco on an 80m² billboard. In the heart of the golden square, next to the bank’s headquarters, the artwork highlights CMB’s tailor made services, and proudly lays claim to our Monegasque identity.

1st and 4th place for two CMG funds

With a gross performance of 6.4% in 2017, Monaco Corporate Bond achieved the best performance out of 55 funds from it’s category of Morningstar’s 4- and 5- star funds. Monaction High Dividend Yield had a similar success with a gross performance of 10.3% in 2017, putting it in 4th place out of a total of 35 funds.

Morningstar is an independent society which publishes data, results and analysis on a large range of investment products http://www.morningstar.com/company/

Launch of the ESG Mandate

CMB launches the mandate ESG (Environmental, Social and Governance). The mandate invests in companies and countries that contribute to the development and the future of our Society and are committed to build a better word.
The ESG mandate relies on a selection of investment vehicles corresponding to ESG values, with a “Best in Class” approach.
For more information, visit: http://www.cmb.mc/uploads/downloads/2-11-mandat-esg-gb.pdf