About EQUITAM

EQUITAM was founded by a team of seasoned private banking professionals with a shared conviction: that wealthy families deserve a truly independent, expert, and deeply personalised partner to manage and develop their assets over the long term. Accredited by the Autorité des Marchés Financiers, EQUITAM operates as a fully regulated portfolio management company, giving clients the assurance that every aspect of their financial management adheres to the highest professional and legal standards. Our team combines more than 20 years of collective experience in private banking, asset management, and wealth engineering, having advised families across a broad spectrum of financial complexities. Today, we supervise more than €650 million in financial assets on behalf of approximately one hundred families, a figure that reflects not just our scale but the deep trust our clients place in us. We are headquartered in Bordeaux, at 33 Allées de Chartres, and serve clients across France and beyond. At EQUITAM, our approach is resolutely client-centric: we take the time to understand the full picture of each family's situation before formulating any strategy. Our independence ensures that our recommendations are never influenced by product incentives or institutional pressures, but are guided solely by what is most appropriate for each client. We are committed to transparency, continuity, and a long-term relationship built on mutual respect and measurable results.