Company Information

Get to know Multi Family Office Zollikon AG

Founded in 2004 and based in Zollikon, Switzerland, Multi Family Office Zollikon AG operates as an independent financial service provider focused on the holistic management of significant family assets. The company's mission is to relieve its clients from the complexities of asset management, offering services that include strategic asset allocation, risk management, consolidated reporting, succession planning, and advisory on real estate and philanthropic activities. As a member of the Alliance of Swiss Wealth Managers (ASV) and regulated as a manager of collective assets by FINMA, it emphasizes transparency, independence from banking institutions, and long-term, personalized client relationships.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Multi Family Office Zollikon AG

Switzerland

Founded in

2021 (5 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Cyprus

2017

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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.