Growing Wealth.
Building Futures.
A global investment management firm dedicated to preserving and growing capital for institutions, families, and visionaries across 47 countries.
A track record built on trust and performance.
Comprehensive solutions for every ambition.
Strategies engineered for measurable outcomes.
Four institutional-grade mandates. Calibrated by our investment committee. Backed by $487B AUM.
Conservative
Capital preservation with steady income
- Investment-grade bonds & treasuries
- Monthly performance reporting
- Capital protection priority
- Quarterly rebalancing
Projections based on midpoint target return. Past performance does not guarantee future results.
Balanced
The institutional standard. Optimized risk-adjusted return.
- Diversified global equity & fixed income
- Tax-loss harvesting included
- Dedicated wealth advisor
- Bi-weekly portfolio reviews
Projections based on midpoint target return. Past performance does not guarantee future results.
Growth
Aggressive appreciation across high-conviction sectors
- Active equity & alternatives access
- Private equity co-investments
- Senior advisor + analyst team
- Weekly market intelligence briefs
Projections based on midpoint target return. Past performance does not guarantee future results.
Institutional
Bespoke mandates for family offices and institutions
- Fully bespoke investment mandate
- Direct trading desk access
- Custom risk overlay & hedging
- Concierge banking & estate planning
Projections based on midpoint target return. Past performance does not guarantee future results.
All mandates are managed by Monetrica Capital's investment committee under SEC, FCA, and MAS regulatory oversight. Returns are net of fees. Capital at risk.
Trusted by those who demand more.
"Monetrica restructured our family office portfolio with surgical precision. The team's discretion and performance are without equal."
"Their institutional desk consistently delivers risk-adjusted returns that exceed our benchmarks. A true partner for our pension fund."
"From wealth transfer planning to private credit access, Monetrica delivers the kind of service Wall Street stopped offering decades ago."
Local expertise.
Global reach.
With offices across four continents and licenses in 47 jurisdictions, Monetrica delivers institutional-grade access wherever opportunity lives.
Frequently asked questions
Speak with a private advisor.
Schedule a confidential consultation with one of our senior wealth strategists. Discreet, complimentary, and tailored to your objectives.