Company Information

Get to know Union Securities Switzerland

Union Securities (Switzerland) AG is an independent asset management company headquartered in Zurich. Founded with the vision of offering an alternative to traditional private banking, its core business is discretionary portfolio management. The company focuses on building long-term, trusting relationships with clients by providing personalized investment strategies and direct access to decision-makers, aiming to preserve and grow wealth across generations. It is authorized by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Union Securities Switzerland

Switzerland

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.