Company Information

Get to know PTM Advisory Ltd

Founded in 2008, PTM Advisory Ltd is an independent advisory firm and multi-family office based in London and Geneva. The company specializes in providing comprehensive and impartial strategic advice to high-net-worth families and individuals on wealth structuring, investment advisory, and family governance. Their mission is to help clients protect and grow their wealth across generations by offering tailored, conflict-free guidance and acting as a central point of contact for all their financial affairs. PTM Advisory is authorised and regulated by the Financial Conduct Authority (FCA) in the UK.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PTM Advisory Ltd

United Kingdom

Founded in

2013 (13 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.