Company Information

Get to know Swiss Safes & Patrimoine SA

Founded in Geneva, Swiss Safes & Patrimoine SA is an independent asset management company dedicated to providing personalized financial services. Its mission is to offer bespoke wealth management, investment advice, and family office services tailored to the individual needs of its clients. The company combines traditional Swiss financial expertise with modern investment strategies. In addition to its core financial services, it also provides secure safe deposit box rentals for the physical protection of valuable assets. The firm is a member of the Organisme de Surveillance des Instituts Financiers (OSIF), a self-regulatory organization (SRO) recognized by the Swiss Financial Market Supervisory Authority (FINMA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Swiss Safes & Patrimoine SA

Switzerland

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

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.