UHNWI
Equilibrium works with a select group of ultra-high-net-worth private clients.
A mandate shaped
around you.
Equilibrium works with a select group of private clients. Every relationship begins with personal dialogue and a clear understanding of what the mandate should achieve.
PersonalIndependent
How we work
One relationship.
Deliberately personal.
Equilibrium was created to work independently and closely with clients we know well. We do not begin with a standard product. We begin with the person, the conversation and the mandate.
From CHF 5 million
The typical starting point for an individual wealth-management mandate.
Switzerland, Cyprus & EU
Service availability remains subject to applicable legal and regulatory requirements.
Personal
mandates
The objectives, circumstances and constraints are individual. The agreed mandate provides the framework within which Equilibrium manages the relationship and makes investment decisions.
- Dialogue before design
- A framework shaped around the client
- Clear roles and agreed terms
- Ongoing communication
Equity
approach
Equilibrium’s ambition is to offer a distinctive equity approach built around a clear process. Models identify companies that stand out; fundamental analysis then informs selection.
- Revenue and earnings growth
- Share-price performance
- Fundamental company analysis
- Long-term perspective with active decisions
Long-term and active
Patience and action.
Held in balance.
A long-term perspective does not mean standing still. Every investment passes through decisions to buy, hold and sell.
Dialogue first
Understanding what matters to the client comes before discussing an investment approach.
A clear mandate
The scope and terms of each relationship are agreed and documented separately.
Active decisions
Patience matters, as does the willingness to act when the evidence changes.
A relationship built on trust
Client. Equilibrium.
Custodian.
Clear roles connect the client, the investment manager and the custodian bank. The mandate defines how they work together.
Every service is subject to the client’s circumstances, applicable requirements and definitive written agreements. Investments involve risk, including possible loss of capital.