Company Information

Get to know Roundtable Investment Partners

Founded in 2008, Roundtable Investment Partners is a private, independent investment firm providing comprehensive wealth and investment management services. The firm acts as an outsourced Chief Investment Officer (CIO) for a select group of high-net-worth families and foundations, focusing on long-term capital appreciation and preservation. They specialize in sourcing and providing access to top-tier external investment managers across various asset classes, building customized portfolios tailored to each client's specific objectives and risk tolerance.

Industry

Financial Wealth ManagementPRIMARY
Financial Banking

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Roundtable Investment Partners

N/A

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 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.