Company Information

Get to know Plurima

Founded in 2012 and headquartered in Lugano, Switzerland, Plurima Wealth SA is an independent financial advisory firm. It operates as an asset manager and multi-family office, dedicated to preserving and growing the wealth of its clients, who are primarily families and entrepreneurs. The company emphasizes a personalized approach, offering a range of services including portfolio management, investment advisory, family office services, and corporate advisory, all while operating independently from banks and other financial institutions.

Industry

Financial Wealth ManagementPRIMARY
Financial Insurance
Financial Other Service

Contact

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Plurima

Italy

Founded in

31 10月 2017 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Others

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Reviews

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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.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

Company hasn't provided information.

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.