Company Information

Get to know Strategic Wealth (Pty) Ltd

Established in 2003, Strategic Wealth is an independent financial advisory firm located in Cape Town, South Africa. The company provides holistic financial planning, wealth management, and investment advice to a select group of private and institutional clients. Their stated mission is to offer objective, tailored financial solutions that help clients protect and grow their wealth over the long term. The firm is an authorised Financial Services Provider (FSP No. 731), regulated by the South African Financial Sector Conduct Authority (FSCA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Strategic Wealth (Pty) Ltd

Botswana

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.