Modern technology to reduce cost and risk; eternal human values to create benefit.
Our values
Too often, the financial industry seems to thrive on complexity, jargon, and lack of transparency. At Aequitum, we believe in simplicity, aligning ourselves with clients to develop a shared long-term strategy. Our custom services defy traditional banking norms, providing an individual approach that combines expertise, innovation, and digital efficiency.
Personalization: our services are tailored to meet the unique needs of each client we serve. This means we take the time to understand each client's goals, values, and priorities, and developing a customized plan to help them achieve their objectives.
Integration: we take a holistic approach to managing our clients' wealth. Not only we manage their investments, but we also address other areas of their financial lives.
Long-term perspective: we focus on building and preserving wealth over multiple generations. This means we develop a strategic plan that considers the needs and goals of future generations, and implement a disciplined investment approach that can withstand market volatility and economic cycles.
Trust and confidentiality: we prioritize discretion, confidentiality and transparency in all of our interactions with clients. It means that we are committed to providing clear and comprehensive information to our clients, ensuring open communication, and establishing a relationship based on trust and mutual respect.
Team
After achieving an M.A. in Political Science at the University of Milan, Marco started his career as a fund manager and financial analyst in 2001. He has been a member of AIAF since 2004.
Gianmaria earned an M.A. in Political Science at the University of Lausanne. During his career as a professional financial advisor he obtained several certificates, including the Certified Wealth Manager International Diploma (CIWM®). He has been a member of the SFAA since 2008.
Simon holds an M.A. from the Faculty of Social and Political Sciences at the University of Lausanne as well as numerous professional certifications in finance. His career has been always been about Private Banking and Investment advisory.
Marco's career focus has always been Financial Services and Asset Management. He has been running Funds and supervising professionals managing Funds or Discretionary Portfolios.
Alberto obtained an M.A. in Economics at Bocconi University, Milan. Formerly a macroeconomic and microeconomic financial analyst, he has been listed in the register of financial promoters since 2006. He has been a technical analyst at SIAT since 1996.
After a B.Sc. in Economics at City University of London and an M.Sc. in Finance at Imperial College of London, Federico is now a Level 2 CFA Program Candidate.
Sabrina gained a degree in Business Administration at University of Applied Sciences in Lugano followed by a Certificate of Advanced Studies in Fidleg Officer. Since the earliest stages of her career, Sabrina has been involved in different positions in the private banking and multi-family office field.
After graduation from a technical institute, Paola earned a master's degree from LIUC - Università Cattaneo. During her twenty years of experience as Paralegal and Compliance Officer for law firms and family offices, Paola has deepened her knowledge attending several courses and obtaining the CAS Compliance in Financial Services orienting her specialization in the field of compliance in all its many aspects.
After her Commercial Diploma combined with a Banking apprenticeship, Shyla worked 25 years in several Swiss banks, covering roles as Administrative Officer, Relationship Manager Assistant and Portfolio Implementation Officer.
Affiliations
