Company Information

Get to know FDI - Gerenciadora de Patrimonios

Founded in 2008, FDI Gerenciadora de Patrimônios is an independent asset management company based in São Paulo, Brazil. The firm specializes in discretionary portfolio management for high-net-worth individuals, families, and institutional clients. Its mission is to preserve and grow clients' wealth through a long-term investment philosophy, customized strategies, and a focus on risk management. FDI is regulated by the Brazilian Securities and Exchange Commission (CVM) and is an associate of ANBIMA (Brazilian Financial and Capital Markets Association).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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FDI - Gerenciadora de Patrimonios

Uruguay

Founded in

1998 (28 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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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.