Company Information

Get to know werte invest family office gmbh

werte invest family office gmbh is an independent, owner-managed multi-family office based in Stuttgart, Germany. The company specializes in the holistic and long-term management of substantial assets for a select group of clients, including high-net-worth individuals, families, foundations, and institutional investors. Their services are rooted in a philosophy of value preservation, independence from banks and product providers, and building trust-based relationships. They offer strategic asset allocation, risk management, selection of asset managers, and consolidated reporting to provide clients with a transparent and comprehensive overview of their entire wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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werte invest family office gmbh

Germany

Founded in

2000 (26 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.