Company Information

Get to know Cheval Blanc Patrimoine

Founded in 2011, Cheval Blanc Patrimoine is an independent wealth management consulting firm based in France. The company provides bespoke, long-term support to its clients, covering a wide range of services including financial investments, real estate acquisition, tax optimization, retirement planning, and wealth transfer. Its mission is to build lasting relationships with clients by offering tailored strategies that align with their personal and financial goals. The firm is regulated in France and registered with ORIAS as a Financial Investment Advisor (CIF), among other statuses.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cheval Blanc Patrimoine

France

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.