Its creation was driven by the desire to develop a centre of excellence for asset management and bespoke investment advice with a genuine focus on transparency.
Black Oak (Monaco) S.A.M. draws upon its considerable experience and its excellent relationships with the main financial institutions to deliver the greatest benefits for all its clients, while remaining entirely independent.
Black Oak (Monaco) S.A.M. is a portfolio management company approved in Monaco by the Commission for the Control of Financial Activities (CCAF) and is a Member of the Monegasque Association for Financial Activities (AMAF).
About Us
We provide solutions. All our work is focused around the client's needs.
Black Oak (Monaco) S.A.M is an independent asset management company.
Company principles and values
Commitment and Stability
The members of the company are majority shareholders. Active on a daily basis and passionate about their mission, their interests are fully driven by the company’s development, demanding their total commitment over the long term.
Capital preservation
Capital preservation is our number one concern, in order to enable the steady growth of the funds entrusted to us.
Confidentiality and Transparency
Our clients can expect the highest degree of confidentiality, as well as total transparency in all aspects of our business.
Independence and Responsibility
Black Oak (Monaco) S.A.M. is an independent private company. It does not have any conflicting interests. Every aspect of our activities is authorised and regulated by the competent authorities and associations.
Ethics
Our greatest asset is our reputation. We are focused on our clients’ needs. We ensure that all of our employees respect this principle with uncompromising integrity.