Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management. It guides families and institutions voyage to a secure harbour.
Aequitum is an independent wealth management company. “Independent” is the key word. Our autonomy guarantees of our impartiality; it allows us to work closely with our clients without any conflicts of interest. We are free to build long-lasting relationships with families and institutions – relationships based on trust, listening, and integrity.
Too often, the financial industry seems to thrive on complexity, jargon, and lack of transparency. At Aequitum, we aim to keep things simple, agreeing and pursuing a shared long-term strategy with our clients. By definition, this requires personal, custom service, a world away from the standardized products of traditional banking. It is an individual approach that combines the knowledge of a team of experienced professionals, the innovation of a young and active company, and the efficiency of digital solutions.
Company Details
- Employees
- 8
- Founded
- -
- Address
- Via Vegezzi 6b, Lugano,ticino 6900,switzerland
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- aequitum.com
- HQ
- Lugano, Ticino
Aequitum Sa Questions
Aequitum Sa's website is aequitum.com
Aequitum Sa's LinkedIn profile is https://ch.linkedin.com/company/aequitum-sa
Aequitum Sa has
8 employees.
View email and phone details for 8
employees at Aequitum Sa.
Aequitum Sa's industry is
Investment Management
Aequitum Sa's categories are Investment Management
Aequitum Sa's founding year is 2016
