Company Information

Get to know patrimoine sa - gestion sa

Founded in 1998, Patrimoine SA is an independent asset and wealth management firm located in Geneva. The company is dedicated to providing personalized financial services, focusing on creating tailor-made, long-term investment strategies for a clientele of private individuals and institutions. Its core philosophy is built on independence, transparency, and a commitment to preserving and growing client wealth through disciplined management and a global investment perspective. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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patrimoine sa - gestion sa

Switzerland

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.