Company Information

Get to know Marmot Investment Office AG

Founded in 2020 and based in Zurich, Marmot Investment Office AG is an independent asset manager dedicated to providing comprehensive wealth management, investment advisory, and family office services. The firm serves both private and institutional clients with a focus on personalized, long-term investment strategies. It is a member of the Alliance of Swiss Wealth Managers (ASV/ASWM) and is supervised by the Supervisory Organisation for Financial Intermediaries & Trustees (SO-FIT), ensuring compliance with Swiss financial regulations.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Marmot Investment Office AG

Switzerland

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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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.