Asset Management & Family Office Excellence

EQUITAM is an AMF-accredited portfolio management company integrating full Family Office services. With over 20 years of Private Banking expertise, we provide personalised guidance to families whose wealth requires structured, long-term stewardship. We currently supervise more than €650 million in financial assets on behalf of approximately one hundred families.

Asset Management & Family Office Excellence

EQUITAM is an AMF-accredited portfolio management company integrating full Family Office services. With over 20 years of Private Banking expertise, we provide personalised guidance to families whose wealth requires structured, long-term stewardship. We currently supervise more than €650 million in financial assets on behalf of approximately one hundred families.

Our Core Services

  • Portfolio Management Company
  • Asset Allocation & Financial Management
  • Family Office Services
  • Wealth Engineering

Why Families Choose EQUITAM

  • 20+ Years of Private Banking Expertise
  • €650M+ in Assets Supervised
  • Independent & Client-Focused

Our Approach

  • Personalised Mandate Structures
  • Collective Investment Funds
  • Trusted Partner Network