Company Information

Get to know W & S Portfoliomanagement GmbH

Founded in 1995, W & S Portfoliomanagement GmbH is an owner-managed, independent asset management company based in Munich, Germany. The firm specializes in providing customized financial solutions with a focus on long-term capital preservation and growth for a discerning clientele of private individuals, families, and foundations. It operates independently of banks, ensuring that its investment decisions and advice are solely aligned with client interests. Their core services include comprehensive wealth management, private banking, and family office services.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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W & S Portfoliomanagement GmbH

Germany

Founded in

2017 (9 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.