Company Information

Get to know Hoffmann & Partner

Founded in 1993, Hoffmann & Partner Vermögensverwaltung AG is an independent asset management firm based in Zurich, Switzerland. The company specializes in providing discretionary wealth management and investment advisory services tailored to private individuals and families. Its mission is to preserve and grow client assets through a long-term, value-oriented investment strategy, operating independently of banks to ensure unbiased advice. Hoffmann & Partner is a member of the Swiss Association of Asset Managers (SAAM) and is licensed as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA).

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Hoffmann & Partner

Switzerland

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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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.