Company Information

Get to know Grupo Valorama

Founded in 2009 in Geneva, Switzerland, Grupo Valorama is an independent financial services company operating as a Multi-Family Office. Its core mission is to preserve and grow the wealth of its clients across generations by offering personalized, independent financial advice and asset management services. The firm provides a comprehensive suite of services including wealth planning, asset management, real estate advisory, and private equity investments, emphasizing a long-term, transparent, and client-centric approach. Grupo Valorama is an active member of the Swiss Association of Asset Managers (SAAM).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Grupo Valorama

Brazil

Founded in

2020 (6 Years)

Founded

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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.