Banca del Ceresio
Switzerland
Diasas
1958 (68 Tahun)
Diasaskan
Terakhir dalam talian: Tiada aktiviti terkini
SKOR KESELURUHAN
Lain-lain
--/10
Ulasan
52/90
26 ulasan
Disediakan oleh TrustFinance
SKOR KESELURUHAN
Lain-lain
--/10
Ulasan
52/90
26 ulasan
Disediakan oleh TrustFinance
Sumbang kepada TrustScorePengalaman anda akan tercermin pada TrustScore.
Kongsi pendapat dan pengalaman anda dengan syarikat ini.
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Maklumat Keselamatan
FINMA...
Status LMP:Tidak AktifDikawal Oleh:
Apakah perbezaan dalam peraturan bagi setiap
Lesen
Lesen Gred A
Dikeluarkan oleh pengawal selia yang terkenal di peringkat global, lesen ini memastikan perlindungan pedagang tertinggi melalui pematuhan ketat, pengasingan dana, insurans, dan audit berkala. Penyelesaian pertikaian dan pematuhan kepada piawaian AML/CTF seterusnya meningkatkan keselamatan.
Lesen Gred B
Diberikan oleh pengawal selia serantau yang dihormati, lesen ini menawarkan langkah keselamatan yang mantap seperti pengasingan dana, pelaporan kewangan, dan skim pampasan. Walaupun kurang ketat sedikit berbanding Tahap 1, ia menyediakan perlindungan serantau yang boleh dipercayai.
Lesen Gred C
Dikeluarkan oleh pengawal selia di pasaran baru muncul, lesen ini menawarkan perlindungan asas seperti keperluan modal minimum dan dasar AML. Pengawasan kurang ketat, jadi pedagang harus berhati-hati dan mengesahkan langkah keselamatan.
Lesen Gred D
Daripada bidang kuasa dengan pengawasan minimum, lesen ini seringkali kekurangan perlindungan utama seperti pengasingan dana dan insurans. Walaupun menarik untuk fleksibiliti operasi, ia menimbulkan risiko yang lebih tinggi kepada pedagang.
TrustFinance bukan penasihat kewangan berlesen dan tidak bergabung dengan mana-mana institusi kewangan di rantau anda. Kami menggalakkan anda menjalankan kajian sendiri sebelum membuat sebarang keputusan pelaburan.
Maklumat Syarikat
Kenali Banca del Ceresio
Maklumat Syarikat
Kenali Banca del Ceresio
Founded in Lugano, Switzerland, in 1958, Banca del Ceresio has its origins in a financial consultancy firm established in Milan in 1919 by the Foglia family, who still owns and manages the bank today. It operates as a traditional Swiss private bank, focusing on preserving and growing client wealth through personalized asset management, investment advisory, and custody services. The bank is part of the Ceresio Investors group, which extends its presence to Italy and the UK, emphasizing a boutique approach with a long-term perspective on client relationships and investment strategies.
Industri
- Kewangan Perbankan SwastaUTAMA
- Kewangan Pengurusan Kekayaan
Hubungi
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Sosial
Syarikat belum mengemas kini maklumatnya.
Ulasan
Sorotan Ulasan
Analitik Kajian
goggles
Langsung
Cemerlang
Overall Thought
I've been using Banca del Ceresio for my private banking needs for the past few years, and I've been very impressed with the service I've received. The staff are always friendly and helpful, and they take the time to understand my needs and goals. They've also been very knowledgeable about the different investment options available, and they've helped me to make some sound financial decisions.
Ogs 10, 2023
A
oluigbochizy
Langsung
Cemerlang
Overall Thought
Bel servizio clienti. Risposta rapida e soluzioni nitide in qualsiasi momento Generalmente i servizi sono buoni e sono offerti a un importo generoso Anche la sicurezza è garantitaBel servizio clienti. Risposta rapida e soluzioni nitide in qualsiasi momento Generalmente i servizi sono buoni e sono offerti a un importo generoso Anche la sicurezza è garantita
Ogs 8, 2023
A
mchamo1978
Langsung
Cemerlang
Overall Thought
Their personalized approach to wealth management and expertise in financial planning has been invaluable. I appreciate their attention to detail and commitment to delivering tailored solutions. The professionalism and responsiveness of their team have instilled confidence in me. Banca del Ceresio is my trusted partner for all my banking and investment needs.
Jul 22, 2023
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Disediakan oleh Analisis AI TrustFinance
Ulasan
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Penapis
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