Company Information

Get to know dr. schanz, alms & company ag

Founded by Dr. Wolfgang Schanz and Dr. Stephan Alms, dr. schanz, alms & company ag is an independent asset management company based in Zurich, Switzerland. The firm's core business is the discretionary management of assets for a clientele of private and institutional investors. They emphasize a philosophy of independence, personal advisory, transparency, and a long-term investment horizon to preserve and grow client wealth. The company is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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dr. schanz, alms & company ag

Switzerland

Founded in

2007 (19 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.