Company Information

Get to know Walfrid Private

Walfrid Private is a Swiss-based financial services company specializing in comprehensive wealth and asset management. The firm caters to an exclusive clientele of high-net-worth individuals, families, and institutional investors, offering bespoke financial solutions. Its core services include private banking, discretionary asset management, and multi-family office services, focusing on capital preservation and long-term growth. The company emphasizes a traditional Swiss banking ethos of discretion, stability, and a client-centric approach to managing complex financial portfolios.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Walfrid Private

Ireland

Founded in

2012 (14 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.