To be the premier private wealth management firm, preserving and growing generational wealth through sophisticated investment strategies and personalized service excellence.
To deliver exceptional risk-adjusted returns while providing comprehensive wealth management solutions tailored to the unique needs of high net worth families and institutions.
Confidentiality, Integrity, Innovation, Fiduciary Excellence, Transparency, Client-Centric Stewardship
Since 2011, MON has served ultra-high net worth clients with sophisticated investment strategies. Licensed by the Financial Regulatory Commission of New South Wales (#380/11), we manage over AUD $500M in private wealth across diversified alternative investment portfolios.
Assets Under Management
Minimum Investment
Private Clients
Track Record
Our investment committee blends proprietary macro research with manager diligence to create resilient multi-asset portfolios. Each mandate is aligned to the family's investment policy statement, liquidity runway, and multigenerational objectives.
Core multi-asset portfolios with tactical tilts driven by our strategic asset allocation views.
Curated access to private equity, private credit, venture, and real assets through funds and co-investments.
Governance, consolidated reporting, and cash management for multi-entity wealth structures.
Short-duration fixed income and structured notes engineered for capital preservation with yield.
*Illustrative balanced mandate for AUD-based clients. Actual allocations vary by risk profile.
Diversification strategies post-liquidity event plus bespoke credit for new ventures.
Holistic planning that aligns trustees, beneficiaries, and philanthropic goals.
Outsourced CIO mandates for investment committees requiring scalable resources.
We assess governance, liquidity, and legacy priorities to calibrate risk parameters.
Tactical and strategic allocations are modeled with Monte Carlo stress tests.
Dedicated advisors coordinate managers, reporting, and ongoing governance.
MonsorMyambavaa
Chief Executive Officer
15+ years in private wealth management
TulguunTsends
President & CIO
12+ years alternative investments
ElyangaUltan-Emdene
Portfolio Manager
8+ years equity research
BashtyamDasanjav
Head of Client Relations
10+ years private banking
Asset management company was established.
Co-operated as part of working group of “Law on the Investment Funds."
Licensed by FRC as fund management company.
Adopted ESG values as one of the core principles of the company.
First real estate fund management.
Listed equity fund established.
Launched digital wealth platform for high net worth clients.
Expanded alternative investment offerings with private credit fund.
Reached AUD $500M in assets under management milestone.
Established Asia-Pacific expansion with Singapore office.
Became PRI signatory, reinforcing ESG investment commitment.
We examine sponsor-backed lending covenants and where we see the best risk-adjusted opportunities.
Read commentary →Case study detailing our cash segmentation framework and FX overlays for AUD, USD, and JPY exposure.
View case study →How carbon markets and agriculture royalties fit into sustainable mandates.
Explore research →Receive MON's monthly strategy letter, market dashboard, and fund opening notices.
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+61 468 226 775
admin@mon-assets.com
Level 10 180 George Street Sydney NSW 2000 Australia