PL
Paul Lam
Managing Director at Charles Monat Associates
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Work Experience
Managing Director
Apr 2014 - Present · 10 years and 8 months
Senior Vice President
Mar 2009 - Mar 2014 · 5 years
Vice President
Jul 2006 - Nov 2008 · 2 years and 4 months
Company Details
201-500 Employees
Charles Monat Associates is one of the world's most trusted international life insurance brokers. We offer bespoke advisory and brokerage services for preserving wealth and creating liquidity. We are the partner of choice for high net worth clients, affluent families and executives of multinational companies. As a global premier consultant, Charles Monat Associates is a pioneer in the development of customized insurance based solutions. Over 8,000 private clients in Asia, Switzerland and across the world are our testimony to this. Founded in Hong Kong in 1971, the company has grown to an international presence with offices operating in Hong Kong, Liechtenstein, Miami, Singapore and Zürich. We have global knowledge and cross-jurisdiction experience in serving clients in over 50 countries. Our team of professionals are specialists in providing world-class wealth transfer and liquidity solutions. Every client of ours has unique family, wealth and business dynamics. Our aim is to develop successful and holistic relationships with our clients and business partners at the world's most respected private banks, accounting firms and insurance carriers. Together with our strategic partner, Willis Towers Watson - the world's leading global advisory, broking and solutions provider, Charles Monat Associates is able to offer our clients a global platform with an extensive range of human capital and risk management solutions. Corporate Video: https://www.youtube.com/watch?v=PmDxE-O3aoE
Year Founded
1971
Social Media
Linkedin
Industry
Financial Services
HQ Location
80 Raffles Place, UOB Plaza 1 #26-01/02 Singapore, 048624, SG
Keywords
Life InsuranceWealth PlanningEstate PlanningAsiEuropeAmericasMiddle EastLegacy PlanningZurichHong Kong
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