Company Information

Get to know Optima Wealth

Founded in 2005, Optima Wealth Management AG is an independent financial services company based in Zurich, Switzerland. The firm is regulated by the Swiss Financial Market Supervisory Authority (FINMA) and is a member of the Swiss Association of Asset Managers (SAAM). Optima Wealth specializes in providing comprehensive wealth management, asset management, and family office services to a global clientele of high-net-worth private individuals, families, and foundations, with a mission to preserve and grow their clients' capital through personalized investment strategies.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Optima Wealth

New Zealand

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.