Company Information

Get to know Fern Wealth

Founded in 2021, Fern Wealth AG is an independent Swiss asset management company based in Pfäffikon SZ. The company is dedicated to providing transparent, tailored financial solutions with a focus on preserving and growing client assets over the long term. Its core services include discretionary wealth management, family office services, pension solutions, and financing. Fern Wealth AG is a member of the Alliance of Swiss Wealth Managers (ASV) and is supervised by the supervisory organisation FINcontrol Suisse AG, holding a portfolio manager license from the Swiss Financial Market Supervisory Authority (FINMA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Fern Wealth

Switzerland

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.