Our Management Mandates
EQUITAM offers three distinct management structures to match the preferences and needs of each client. Whether you wish to remain actively involved in investment decisions or prefer to entrust full management to our team, we provide a framework that fits your situation. Each mandate is governed by a clear and transparent agreement, with regular reporting and direct access to your dedicated advisor. Our goal is to ensure that your financial strategy remains aligned with your evolving objectives at every stage.
On request
Designed for investors who wish to maintain full control over their financial decisions while benefiting from EQUITAM's expert analysis and personalised recommendations.
- Personalised asset allocation strategy
- Regular investment recommendations from our team
- Full client decision-making authority retained
- Comprehensive portfolio reporting and monitoring
- Direct access to dedicated advisor
On request
Ideal for clients who wish to delegate the day-to-day management of all or part of their financial portfolio to EQUITAM's experienced team under a structured mandate.
- Full delegation of portfolio management
- Asset allocation aligned with agreed risk profile
- Proactive rebalancing and opportunity capture
- Quarterly performance and activity reports
- Regular strategy review meetings with advisors
On request
A comprehensive service for families requiring integrated wealth engineering, covering financial management, tax optimisation, succession planning, and real estate coordination.
- Full financial and patrimonial engineering
- Tax structuring and succession planning
- Real estate transaction support
- Financing research and coordination
- Consolidated family wealth reporting