Our Regulatory Status
Concorde Wealth Management SA is one of the select few fiduciary companies in Switzerland to have received full authorization to operate trustee services in Switzerland.
This includes all kind of trusts and, where required, the management of private trust companies in certain circumstances where the law prescribes a regulated trustee to provide management or administration.
The Company is authorized and regulated by the Swiss Financial Market Authority, FINMA, to provide the services of trustee in Switzerland in accordance with the provisions of the Federal Law on Financial Institutions of 15th June 2018.
The Company is supervised by the Supervisory Organization for Financial Intermediaries & Trustees, SO-FIT. SO-FIT is a supervisory body authorized by the Swiss Financial Market Authority (FINMA) to supervise asset managers and trustees within the meaning of Articles 43 and fol. of the Federal Act on Financial Institutions.