Company Information

Get to know Privata Banca

Founded in 2002 and part of the Cassa di Risparmio della Repubblica di San Marino - SUMS Group, Privata Banca is a financial institution dedicated to private banking and wealth management. The bank offers a range of specialized services including asset management, financial and asset consulting, corporate advisory, and Lombard loans. Its mission is to protect and grow client wealth through personalized, confidential, and highly professional services, catering to the sophisticated needs of high-net-worth individuals, families, and institutions.

Industry

Financial Private BankingPRIMARY
Financial Other Service

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Privata Banca

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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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.