Verified email-pattern data for Equitam is currently limited. You can still use the company insights and contact sections below.
EQUITAM est une Société de Gestion de Portefeuille agréée par l’Autorité des Marchés Financiers (AMF), intégrant les services d’un Family Office. Dotée d’une expertise de plus de 20 ans en Banque Privée, EQUITAM est dédiée aux familles dont le patrimoine nécessite un accompagnement personnalisé.
La société offre des services à forte valeur ajoutée en ingénierie financière et patrimoniale, en allocation d’actifs et en gestion financière afin de les aider à préserver, valoriser et transmettre leur patrimoine privé et professionnel.
EQUITAM supervise plus de 300 millions d’euros d’encours financiers pour le compte d’une soixantaine de familles.
Agrément AMF n°GP-20230014 en date du 12 juillet 2023.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 55, Cours Georges Clemenceau, Bordeaux,nouvelle-Aquitaine 33000,france
- Industry
- Financial Services
- Website
- http://www.equitam.fr
- Keywords
- Bordeaux.
- HQ
- Bordeaux, Nouvelle-Aquitaine
Equitam Questions
EQUITAM's website is http://www.equitam.fr
EQUITAM's LinkedIn profile is https://fr.linkedin.com/company/equitam
EQUITAM has
3 employees.
View email and phone details for 3
employees at EQUITAM.
EQUITAM's industry is
Financial Services
EQUITAM's top competitors are
Alienor Capital,
Ubs,
Finterview,
Financiere Diocles,
Taleer,
Gestion Privée 541,
Alexa Finances,
Lazard Frères Gestion,
Elkano Asset Management,
(Co)efficient - Family Office Nouvelle Génération.
EQUITAM's categories are Financial Services
EQUITAM's founding year is 2022
Top EQUITAM Employees
-
Anthony Fabre
Président - Associé - Equitam
Bordeaux, Nouvelle-Aquitaine, France, France1ubs.com -
Arman Mansouri
Directeur Général - Associé - Equitam
France, France -
Anne Fontaine
Responsable Middle Office - Associée -…
Greater Bordeaux Metropolitan Area, France2ubs.com, yahoo.fr
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