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

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.

Client profile

UHNWI

Equilibrium works with a select group of ultra-high-net-worth private clients.

Typical mandate

From CHF 5 million

The typical starting point for an individual wealth-management mandate.

Core markets

Switzerland, Cyprus & EU

Service availability remains subject to applicable legal and regulatory requirements.

01

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
02

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

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.

01

Dialogue first

Understanding what matters to the client comes before discussing an investment approach.

02

A clear mandate

The scope and terms of each relationship are agreed and documented separately.

03

Active decisions

Patience matters, as does the willingness to act when the evidence changes.

Client. Equilibrium.
Custodian.

Clear roles connect the client, the investment manager and the custodian bank. The mandate defines how they work together.

Three-party investment relationshipClient, Equilibrium and custodian connected through the mandate. CLIENTEQUILIBRIUMCUSTODIANMANDATE
Every service is subject to the client’s circumstances, applicable requirements and definitive written agreements. Investments involve risk, including possible loss of capital.

Does the approach
feel right for you?