Company Information

Get to know triaxis ag

Founded in 2002, triaxis ag is an independent wealth management company based in Zurich, Switzerland. The firm specializes in providing asset management, wealth advisory, and family office services to a clientele of high-net-worth individuals and families. Its mission is to preserve and grow clients' wealth over the long term through personalized, independent, and transparent financial strategies. As an independent entity, it emphasizes its freedom from conflicts of interest often associated with larger banking institutions. The company is a member of the SRO PolyReg and is supervised by the supervisory organisation AOOS, which is approved by the Swiss Financial Market Supervisory Authority (FINMA).

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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triaxis ag

Switzerland

Founded in

1983 (43 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(77 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.