Aequitum | Wealth Management Company

We redefine the consulting experience through our boutique approach, which combines independence, transparency, and empathy.

Aequitum is an independent Wealth Management company authorized and regulated by the Swiss Financial Market Supervisory Authority (FINMA). Our philosophy is founded on independence, ensuring our objectivity and enabling us to collaborate closely with our clients without running the risk of any conflicts of interest. We forge long-lasting relationships with families and institutions that are based on trust, integrity, and the highest standards of care and attention.

Integration

We not only manage the investments of our clients but also address other areas of their financial lives.

Long-term Perspective

We develop a strategic plan that considers the needs and goals of future generations of our clients.

Trust and Confidentiality

We maintain rigorous confidentiality and privacy standards and establish relationships based on trust, mutual respect, and transparency.

We specialize in guiding individuals and institutions through the complexities of Wealth Management.

We redefine the consulting experience through our boutique approach, which combines independence, transparency, and empathy.

Our Values

We are committed to delivering unmatched value to our clients by helping them achieve their financial objectives and navigate the complexities of managing their wealth for the long haul.

Services for Individuals

Services for Institutions

Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management.

Affiliations

Legal notice & Information for clients

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