EQU Asset Management provides steady, well-organized financial support to individuals and families living and investing internationally. We help you control your finances through thoughtful investment planning, careful structuring, and experienced oversight.
Whether you're building long-term savings, protecting your assets, or preparing to support future generations, we bring attention to detail and a straightforward approach that helps make financial matters more manageable.
Our team works closely with clients across Europe, Asia, and Africa. Many people we advise lead cross-border lives or hold accounts and assets in multiple countries, so we understand the added complexity that it brings. We're here to simplify matters with practical strategies that can adapt over time.
What sets us apart isn't grand language or complicated presentations. It's our quiet focus, our care in how we work, and our ability to explain financial matters in a way that's easy to follow, whether you're just starting to organize your finances or you've been managing wealth for decades.
We design and manage portfolios built around your financial circumstances, risk preferences, and expected timelines. Portfolios are reviewed regularly and structured to remain flexible, particularly for clients with international needs.
We offer investment and planning services for individuals who live and invest internationally. Our approach is personal and responsive, with guidance that evolves as your goals, circumstances, and priorities change.
We do not offer tax advice, but we help coordinate your financial planning with your existing legal and tax advisers. Our role is to ensure that the decisions we help you make are mindful of the potential tax impact, especially for clients dealing with more than one jurisdiction.
Our clients want clarity, not complexity. They come to us for calm, consistent guidance, delivered with care, not sales pressure. We respond when needed, explain things in plain language, and focus on financial outcomes that are structured and sustainable.
If you'd like to speak with us about how we can support your financial planning or investment needs, we're happy to arrange a conversation with you in complete confidence.
We offer international investment and planning services for individuals with global lifestyles, addressing common concerns around cross-border finances, regulations, and long-term planning.
Yes, we work with clients who live, work, or invest internationally, regardless of citizenship.
No, all onboarding and reviews can be done securely online or over the phone.
We help coordinate estate planning strategies that consider laws in multiple countries.
You can reach us by phone or email, and you’ll have a dedicated contact who understands your profile.