Company Information

Get to know Montello Capital Management

Montello Capital Management AG is a Swiss-based independent wealth management firm located in Zurich. The company is regulated by the Swiss Financial Market Supervisory Authority (FINMA) through its affiliation with the self-regulatory organisation (SRO) PolyReg. Founded on principles of independence, transparency, and a long-term perspective, Montello Capital provides tailored wealth management, asset management, and family office services to an international clientele of high-net-worth individuals, families, and entrepreneurs. Their mission is to preserve and grow their clients' wealth across generations by offering unbiased advice and access to a global network of specialists.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Montello Capital Management

United Kingdom

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.