Company Information

Get to know W-Conseil

W-Conseil is an independent wealth management consulting firm established in 2008 by Jérôme Wallaert. Based in Bordeaux, France, the company provides personalized support to individuals, professionals, and business leaders in all aspects of asset management. Their mission is to offer tailored strategies for wealth growth, tax optimization, retirement planning, and real estate investment, adhering to a client-centric approach built on independence, trust, and expertise. The firm is a registered Financial Investment Advisor (CIF) and is regulated through its membership in the Chambre Nationale des Conseils en Gestion de Patrimoine.

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Financial Wealth ManagementPRIMARY
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W-Conseil

Luxembourg

Founded in

2007 (19 Years)

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Last online: No recent activity

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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.