Philanthropic mission to end childhood pneumonia – Charles Monat Associates (CMA) marks 50th anniversary announcing partnership with global charity Save the Children

• 5-year partnership will improve millions of lives through
  significant investments in healthcare, sanitation, clean water and other basic
  amenities
• CMA and Save the Children will combine knowledge, expertise
  and resources to combat global health crisis starting in Indonesia, China and
  Bangladesh

Hong Kong – Media OutReach – 8 March 2021 – Charles
Monat Associates (CMA),
a global pioneer in providing wealth planning and life insurance solutions, today
marked its 50^th anniversary with the announcement of a philanthropic
partnership with Save the Children, a leading humanitarian organization that
champions the rights and interests of children worldwide, to end childhood
pneumonia.

Established in 1971, CMA has become an
industry leader preserving the wealth of more than 8,000 clients from 50
countries, and placed more than US$40 billion worth of solutions during this 50-year
tenure. Inspired by the central tenant of its business — legacy planning — CMA has
launched its philanthropic mission to create lasting, systemic change for
generations to come. As part of this mission, CMA will work with Save the
Children over the next five years to improve the lives of millions of children
through significant investments in healthcare, sanitation, clean water, and
other basic amenities.

Speaking on this landmark occasion, Yves Guélat, Group CEO
of CMA, said: “For 50 years, Charles Monat Associates has been a
trailblazer and trusted advisor in the wealth planning industry — a quiet
achiever. But leaving a legacy is more than just wealth; it is the values you
inspire in others to create meaningful change that can be passed down from
generation to generation. This partnership is a significant milestone that is
fuelled by a desire to elevate society and ensure its continuity. It is our
commitment to drive true transformation and long-lasting change as we move
forward with our 50-year legacy, which is why we’re delighted to be working
with Save the Children.”

Pneumonia is the number 1 infectious cause of preventable
child deaths, claiming the lives of more than 800,000 children a year. Based on
shared values and a belief that every child deserves a future, CMA and Save the
Children will combine their knowledge, expertise and resources to combat this
global health crisis, starting in Indonesia, China and Bangladesh. The
partnership aims to reach out to at least 1.5 million children below the age of
five through extending the accessibility of healthcare, enhancing living
conditions and increasing the number of trained medical personnel.

Charles Monat, Chairman and Founder of CMA, said: “I
started the company in a small shared office in Hong Kong with a handful of
clients. Now we are a global leader in providing life
insurance services to some of the world’s wealthiest. Reflecting on this major
milestone, we have proved our mettle and continued our success during some of
the most historical and challenging events of our time.

“As
we build on our legacy, we have a responsibility to give back to our
communities and establish a more humane society for the next generation. Our
journey with Save the Children has just begun, but together we plan to touch as
many lives as possible and tackle some of the world’s biggest challenges.”

Perry Yeatman, Head of
Corporate at Save the Children U.S.,
said: “We are
incredibly grateful that Charles Monat Associates is supporting Save the
Children’s commitment to end childhood pneumonia, which kills a child every 39
seconds globally. Our projects spanning across Indonesia, China and Bangladesh
will help save lives, preventing and treating pneumonia in children who live in
underserved communities — because every child deserves a healthy start in
life.”

CMA operates across Asia with a strong presence in Mainland
China and operations in the Middle East, Europe and North America. CMA has an
agile team of on-the-ground experts who understand the nuances of each market. Over
the next 20 years there will be a seismic transition of wealth between
generations, with many being chronically underinsured. This has the potential
to create significant problems for portfolio valuation and taxation if not
addressed and planned for early. With five decades of experience and expertise,
CMA has a deep understanding of what lies ahead and how best to help its
clients navigate this increasingly complex landscape.