Company Information

Get to know SOGELAC SA

Founded in 1989 in Lausanne, Switzerland, SOGELAC SA is an independent asset management firm dedicated to serving private and institutional clients. The company's core mission is to preserve and grow its clients' capital through personalized wealth management, investment advisory, and family office services. As a member of the Swiss Association of Asset Managers (SAAM) and affiliated with the supervisory body AOOS (a FINMA-recognized supervisory organisation), SOGELAC SA operates under Swiss financial regulations, emphasizing a long-term, tailored approach to investment based on client-specific goals and risk profiles.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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SOGELAC SA

Switzerland

Founded in

2006 (20 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

Warning

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.