Company Information

Get to know baumgartner frey family office ag

Founded in 1997 and based in Zurich, Baumgartner & Frey AG operates as an independent asset manager and multi-family office. The company is dedicated to the long-term preservation and growth of wealth for a select group of affluent individuals, families, and institutional clients. Its core services include holistic asset management, investment advisory, risk management, asset consolidation and reporting, and comprehensive family office services. The firm emphasizes a philosophy of independence, transparency, and personalized client relationships, acting as a trusted partner in all financial matters. It is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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baumgartner frey family office ag

Switzerland

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

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FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.