Company Information

Get to know sherpa asset management

Founded in 2017 and based in Lugano, Switzerland, Sherpa Asset Management AG is an independent financial services company specializing in asset management. The company operates with a mission to act as a trusted guide for its clients, much like a mountain sherpa, helping them navigate the complexities of financial markets. It focuses on building long-term partnerships through a transparent and personalized approach, creating and managing customized investment mandates tailored to the specific needs and goals of both private and institutional investors. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

Contact

Social

Company hasn't updated its information.

THIS SERVICE IS NOT AVAILABLE IN YOUR REGION

sherpa asset management

Canada

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

Claim company Visit website

TrustScore unavailableNot enough score to display the trend.

Be the first to rate and review this company.

OVERALL SCORE

Others

--/10

Reviews

--/90

0 reviews

Provided by TrustFinance

TrustScore unavailableNot enough score to display the trend.

Be the first to rate and review this company.

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)

Security Information :

FSCA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.