Company Information

Get to know Gian Piero Passoni

Gian Piero Passoni is an independent wealth and asset management firm located in Lugano, Switzerland. With a history rooted in the founder's experience since the 1980s, the firm is dedicated to preserving and growing client capital through customized investment strategies. It operates under the supervision of the Organismo di Autodisciplina dei Fiduciari del Cantone Ticino (OAD FCT), a self-regulatory body recognized by the Swiss Financial Market Supervisory Authority (FINMA). The core mission is to provide independent, transparent, and personalized financial services, including asset management, financial advice, and financial planning, primarily for private clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Gian Piero Passoni

Italy

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 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.