Company Information

Get to know polaris investment advisory ag

Founded in 2011, Polaris Investment Advisory AG is an independent wealth and asset management firm headquartered in Zurich. The company focuses on providing customized investment advisory and wealth management solutions to a discerning clientele. As a member of the Alliance of Swiss Wealth Managers (ASWM), Polaris is committed to high standards of quality and professionalism. The firm is licensed as a manager of collective assets and is supervised by the Swiss Financial Market Supervisory Authority (FINMA), ensuring compliance with Swiss financial regulations.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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polaris investment advisory ag

Switzerland

Founded in

2008 (18 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.