This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- UBS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
About Prometheus Wealth Management SAM
Prometheus Wealth Management SAM is an independent Monaco-based wealth manager and investment advisor, supervised by the Monegasque regulator since 2018. The firm serves clients seeking either advisory portfolio guidance (client retains investment decisions) or discretionary management mandates grounded in risk analysis and agreed profiles, with a disciplined selection of funds and ETFs. It also advises on Monaco/France real estate financing and Lombard credit and acts as an external manager for Luxembourg life insurance contracts with leading insurers.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Matthieu Letort
Managing Partner, Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Cyrille Boyer
Chief Investment Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,729,942 | $3,476,399 |
| Non-Discretionary | $982,581,156 | $6,339,233 |
| Total | $1,243,311,098 | $5,405,700 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing