Les Cercles de L'Agefi in Monaco: 18 June 2026 Event

The Cercles de L'Agefi Monaco event will take place on 18 June 2026

Organised by L'Agefi, Les Cercles in Monaco will be held at the prestigious Méridien Beach Plaza on 18 June 2026. This morning of conferences will focus on reinventing the Monegasque financial centre in the face of the challenges of innovation and personalisation.

This gathering in Monaco, set for Thursday 18 June 2026 at the Méridien Beach Plaza, will bring together financial management professionals. The event is aimed at all key players in wealth management, private bankers, family officers, asset managers and market authorities, to decode the new wealth management models and investment strategies that will shape the future of the sector.

The Principality of Monaco, a true laboratory of excellence, continues its transformation to strengthen its attractiveness and leadership. Artificial intelligence (AI) and generative AI are at the heart of this shift, promising even finer personalisation of financial products and services.

To open this strategic morning, influential figures from Monegasque finance and regulatory authorities will kick off the conference, offering key insight into current issues.

Monaco reinvents itself: innovation serving wealth management

The wealth management sector is in full ferment. Faced with ever more intense international competition, market volatility and the constantly evolving expectations of leading families, wealth management professionals are called upon to innovate profoundly. How are Monegasque finance players supporting these changes? What are the challenges of international wealth structuring, and how can they be met with agility?

It is precisely to shed light on these questions that this L'Agefi initiative was designed. This morning offers a privileged platform for discussion to address concrete challenges, compare viewpoints and identify pragmatic levers for action.

Why the Monegasque financial centre must innovate today

Digitalisation and the rise of artificial intelligence are no longer mere trends but operational realities reshaping client relationships, risk management and value creation in wealth management. Private banks and wealth managers today must contend with:

The rapid integration of generative AI tools to optimise processes and personalise offerings.
The need to adapt wealth management models to the expectations of different generations, particularly for the intergenerational transfer of wealth.
Dense and evolving regulation, including the specificities of the Monegasque financial centre.
The emergence of new assets and strategies, such as real assets and private equity.
Growing challenges around cybersecurity and the protection of wealth-related data.

Innovating in wealth management in Monaco therefore means not only adopting new technologies, but also rethinking organisation, skills and processes to create lasting value.

An exceptional programme for private wealth management decision-makers

To offer a complete and structured overview of the changes underway, this Monaco edition of Les Cercles de L'Agefi is built around several debates and keynotes, hosted by L'Agefi's editorial team, exploring the key facets of innovation in wealth management.

Opening conference: The Principality facing the reinvention of wealth management

The opening conference, hosted by key figures from the Principality's institutions, will set the stage for discussions by introducing the major themes and challenges shaping Monegasque finance in its process of reinventing wealth management.

Debate: Major wealth transfer – intergenerational transfer at the heart of strategies

How do private wealth management professionals support the intergenerational transfer of wealth? This debate will explore best practices and innovative solutions.

Debate: Asset allocation – what solutions for professional investors?

This panel, bringing together major industry players, will examine the investment solutions favoured by professional investors and the place of structured products.

Keynote: Bond allocation – Flexibility and diversification in the face of uncertainty

An investment expert will share insight on bond allocation as a response to market uncertainties.

Debate: Real assets – Private equity and private debt in portfolios

What place do private equity and private debt hold in professional investors' portfolios? Investment directors and illiquid asset specialists will analyse private bankers' criteria.

Debate: Private equity – opportunities and diversification

How can allocation be diversified and portfolio rotations managed in private equity? Speakers from private banks and asset management firms will share their strategies.

Debate: Structured products – management tailored to private clients

What place should be reserved for structured products in private clients' portfolios? Portfolio management and structured products experts will discuss management approaches.

Keynote: ETFs – their role in asset allocation

An asset management expert will detail the growing importance of ETFs in investors' asset allocations.

Keynote: Energy transition and shareholder returns

A representative of a major energy group will explore how to profitably combine the energy transition with shareholder returns.

A market event for finance decision-makers in Monaco

This major L'Agefi gathering is aimed at all key players in wealth advisory, private bankers, family officers, asset managers and market authorities.

This morning will be a highlight for exchanging ideas, forging new connections and strengthening synergies within the Monegasque financial centre. The lunchtime cocktail closing the event will offer a privileged networking opportunity.

Join us on 18 June 2026 at the Méridien Beach Plaza, Monaco

By bringing together the driving forces transforming the wealth management industry and the Monegasque financial centre, Les Cercles de L'Agefi stands out as a key event for understanding, anticipating and building the future of wealth management.

Join us on Thursday 18 June 2026, from 8:15am to 2pm, at the Méridien Beach Plaza in Monaco alongside the most committed players in wealth management innovation.

To register and discover the detailed programme, visit the official Les Cercles de L'Agefi website.