WHO WE SERVE
Serving Ultra High Net Worth Clients

Monaco Capital Partners is dedicated to serving ultra-high net worth clients and their families, as well as experienced professional investment teams, and residential and business owners. 

Our UHNW clients come to us seeking exclusive opportunities and high-touch advice on mergers and acquisitions and debt and equity capital markets as well as alternative lending and business capital solutions. As a leader in the industry, Monaco Capital Partners offers unparalleled services in both alternative investment and financial debt solutions.

With decades of combined experience in the global markets, our financial and estate planning team of advisors delivers a revolutionary approach to wealth management that is fully tailored to every client’s unique position, individual requirements, and risk comfort. Our advisors have exceptional expertise and on-the-ground experience as well as access to a vast spectrum of both traditional and alternative investment strategies. Our proprietary services include a stringent research process to identify highly vetted opportunities and assure quality and suitability for all our elite clientele. Additionally, with our investment advisory services and capital market activities, our global advisors can offer exclusive access to proprietary private opportunities not available elsewhere.

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Product Offerings

Monaco Capital Partners offers robust, global access to publicly traded equity and fixed income securities, IPOs, and other products and services. Through exclusive partnerships and deep-rooted connections at key financial hubs globally, we can offer access to a wide array of investment product offerings such as private funds including Private Equity, Real Estate, Venture Capital, Private Credit, and  Debt Securities (leveraged loans, asset-backed securities, special servicers and structures). Our services include global asset allocation, portfolio creation, multi-manager, discretionary trading, clearing services, technology, wealth management services, wealth protection, cash management, and administrative support.

Monaco Capital Partners is proud to be offering such sophisticated equity and fixed income sales capabilities, and is geared to serving private and sophisticated individuals and businesses. Our extensive experience and industry knowledge have enabled us to develop innovative, creative, and flexible options for investing in high-growth investment opportunities globally, a vision which has long since become the standard of excellence for financial service organizations seeking to compete in the equity markets. Our advisors have access to tremendous amounts of investment products to choose from.

Through our revolutionary investment advisory services and capital markets businesses, we offer our UHNW clients, exclusive access to private deal opportunities in real assets, capital debt, and equity securities.

Investing, Traditional & Non-Traditional Lending

Monaco Capital Partners has been working with clients to structure traditional and non-traditional portfolio options as well as alternative lending for over a decade. Our deep-rooted global network of partners and capital funds base allows us to lend capital and raise capital quickly in accordance with our clients’ unique financial needs. Through these relationships, we can finance private debt, real estate, venture capital and private equity for our clients’ unique unique portfolios. We also offer comprehensive debt financing and structuring for Real Estate, Private Capital, Venture Capital and Private Debt for our clients’ specific needs in unique markets.
Our UHNW families and individuals can expect tailored and personalized services that can help them address and overcome their specific, unique financial needs, by providing an investment adviser that understands their unique position.
Monaco Capital Partners is a market leader in the design and delivery of high-value and comprehensive solutions to the ultra-high net worth market.
Monaco Capital Partners's extensive global network of advisors and partners are unparalleled in both the alternative investment and financial debt services industry. Our sophisticated financial advisory services and capital market transactions are tailored to all of our client’s unique requirements, and we provide the resources necessary to offer a full spectrum of customized financial solutions.
Monaco Capital Partners combines world-class advisors with access to the premier private markets, capital markets and global investment advisory services to provide our exceptional clients with peak investment portfolio planning and execution.

Advisory & Financial Planning

Our advisors will create customized financial plans suitable for high-net-worth clients’ needs. We work diligently to design solutions that are developed with the client’s unique circumstances, risk-off capital needs, and business objectives in mind. Our analytical, dedicated teams of advisors will help our clients build stronger foundations for long-term growth with informed insights.
Our comprehensive approach to personalized financial planning is led by two experienced investment and financial planning teams – our Advisory Services team which works with our clients’ existing managers to help create customized solutions as well as our financial management services team which is responsible for managing client’s portfolio through all life stages. 

We try our best to structure peak asset allocation tailored specifically to meet the complex situations, risk tolerance, and unique goals of our elite clientele.

Financing & Lending Services

Our unique expertise lends us access to capital through private equity and venture capital funds, which is crucial for our clients as they try to avoid being exposed to the volatility of public market investments. Our credit division provides individuals and businesses with customized and flexible borrowing solutions, including securities-backed loans, asset-backed loans, stock loans, securitization financing, unsecured debt and non-traditional lending solutions. These loan options provide our clients with access to liquidity when they need it.
Our diverse lending team has extensive expertise in foreign exchange, leasing, logistics, commodities, and more. We work to develop custom borrowing solutions for our clients, which in turn, can be used to support their growth and development.

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Equity & Growth Financing Services

In addition to traditional equity and debt investments, our financial services offerings include full-service equity, public market, and debt underwriting. Through our strategic partnerships with top finance and advisory firms, we are able to bring our clients unique financing solutions in real assets, private capital, venture capital and debt.

The breadth of our current and prospective lending services help provide unparalleled options for clients to structure and manage their investments.

Monaco Capital Partners’s cutting edge financial planning tools and efficient hybrid advisory model allows our clients to be more in-touch with their finances and portfolios. By offering a unique blend of traditional and non-traditional financial tools and expert insights, we can help our clients make better decisions regarding asset allocation, individual needs, and risk comfort.
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+44 808 273 8276

info@monacocapitaltrust.com

3rd Floor, Old Stock Exchange St Nicholas Street Bristol, BS1 1TG
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