Company Information

Get to know Clair-Kauffmann Conseils

Founded in 2004 by Isabelle Clair and Jean-Philippe Kauffmann, Clair-Kauffmann Conseils is a wealth management firm (cabinet de conseil en gestion de patrimoine) based in Boulogne-Billancourt, France. The company's mission is to provide independent, tailor-made strategic advice to its clients, covering financial investments, real estate investments, insurance, and retirement planning. They are a regulated entity in France, registered as a Financial Investment Advisor (CIF) and are members of the CNCGP (Chambre Nationale des Conseillers en Gestion de Patrimoine).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Clair-Kauffmann Conseils

France

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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Cyprus

2017

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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.