Company Information

Get to know capilis asset managers

Founded in 2004 and based in Zug, Switzerland, CAPIS AG is an independent asset management company regulated by the Swiss Financial Market Supervisory Authority (FINMA). The company focuses on building long-term, partnership-based relationships with its private and institutional clients, offering tailor-made investment strategies aimed at sustainable capital preservation and growth. As a member of the Swiss Association of Asset Managers (SAAM), CAPIS AG adheres to high professional and ethical standards in its mission to deliver transparent and personalized wealth management services.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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capilis asset managers

South Africa

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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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.