Company Information

Get to know STRATEGIE CONSEIL ASSURANCE SCA-PATRIMOINE

Founded in 1992, SCA PATRIMOINE is an independent wealth management consulting firm based in Lyon, France. The company specializes in providing a comprehensive and personalized approach to asset management for private clients and business leaders. Its core mission is to help clients organize, develop, and transfer their wealth through strategic advice covering financial investments, real estate assets, retirement planning, tax optimization, and life insurance. The firm emphasizes its independence from banking and insurance groups, allowing it to offer objective and client-centric solutions.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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STRATEGIE CONSEIL ASSURANCE SCA-PATRIMOINE

France

Founded in

2019 (7 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.