Company Information

Get to know univest ag

Founded in 1993, univest ag is an independent financial services institution based in Aschaffenburg, Germany. The company specializes in asset and wealth management for both private and institutional clients, focusing on long-term capital preservation and growth. They manage their own family of investment funds (univest-Fonds) and also provide individualized portfolio management services, operating independently from banks to ensure objective decision-making for their clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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univest ag

Switzerland

Founded in

1957 (69 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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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.