Monterri is a single family office committed to preserving and growing value across generations
VISION AND VALUES
We are commited to providing outstanding services for our family members, guided by our core values:
- Excellence
- Integrity
- Discretion
- Teamwork
- Commitment
- Good humor
INVESTMENT AREAS
Our portfolio is globally diversified and adheres to a responsible investment policy that aligns with our values. We invest for the long-term and have the support of world-class external fund managers.
PRIVATE
MARKETS
We invest in funds that will generate value and have a positive impact on the economy and society.
- Venture Capital
- Buyouts
- Private Credit
PUBLIC
MARKETS
Our public markets portfolio builds on the expertise of highly differentiated managers and a selection of passive funds.
- Equities
- Corporate and government fixed income
REAL ESTATE
AND REAL ASSETS
We invest in funds which are diversified by asset class, geography and strategy:
- Core / Core+
- Value Add
- Opportunistic
For our direct portfolio, we conduct the property management in-house.
ORGANIZATION
We aspire to reach excellence in our operations through efficient processes, strict quality management and continuous improvement and innovation.
TALENT
We are a highly qualified team, and we aim to attract the best talent to join us. Key elements to our culture include:
- Empowerment
- Continuous learning
- Effective communication
- Innovative mindset
- Pursuit of new challenges
QUALITY
We strive to provide the highest quality and the best solutions, through:
- Agile and efficient process structure
- Optimization
- Digitalization
- Risk control
- Continuous improvement
