Company Information

Get to know GD Finance & Patrimoine

Founded in 2008, GD Finance & Patrimoine is an independent wealth management consulting firm based in Lyon, France. The company's mission is to provide bespoke, long-term support to its clients, including private individuals, business leaders, and professionals, in creating, managing, and transmitting their assets. Their services encompass a global approach to wealth strategy, including financial investment advice, real estate investment, tax optimization, retirement planning, and provident solutions. The firm emphasizes its independence from banking and insurance networks, allowing it to offer objective advice tailored to each client's specific situation and goals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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GD Finance & Patrimoine

France

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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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.

Markets.com

(326 reviews)

United States

2008

(18 years)

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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.