Company Information

Get to know K Patrimoine & Finance

K Patrimoine & Finance is an independent wealth management consulting firm ("cabinet en gestion de patrimoine") located in Cannes, France. Founded on the principles of independence, expertise, and personalized client relationships, the firm offers a holistic approach to wealth management for individuals and professionals. Its services cover financial investment advice, insurance brokerage, real estate transactions, and retirement planning. The company is registered with ORIAS (the French register for insurance, banking, and finance intermediaries), holding licenses as a Financial Investment Advisor (CIF), Insurance Broker (COA), and Real Estate Agent, ensuring it operates under the supervision of French financial authorities like the AMF and ACPR.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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K Patrimoine & Finance

France

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 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.