Company Information

Get to know Prisma Advisory

Prisma Advisory AG is a Swiss-based independent asset and wealth management firm founded by a team with extensive experience in private banking. The company's mission is to provide transparent, independent, and tailor-made financial advice and management services to private and institutional clients. As a member of the SRO of the Association of Swiss Asset Managers (ASAM / VSV), Prisma Advisory AG is regulated and supervised by the Swiss Financial Market Supervisory Authority (FINMA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Prisma Advisory

France

Founded in

2023 (3 Years)

Founded

Last online: No recent activity

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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.