Aequitum Sa
Aequitum is the lighthouse, marking the safe course through the open seas of Wealth Management. It guides families and institutions voyage to a secure harbour. Aequitum is an independent wealth management company. “Independent” is the key word. Our autonomy guarantees of our impartiality; it allows us to work closely with our clients without any conflicts of interest. We are free to build long-lasting relationships with families and institutions – relationships based on trust, listening, and integrity. Too often, the financial industry seems to thrive on complexity, jargon, and lack of transparency. At Aequitum, we aim to keep things simple, agreeing and pursuing a shared long-term strategy with our clients. By definition, this requires personal, custom service, a world away from the standardized products of traditional banking. It is an individual approach that combines the knowledge of a team of experienced professionals, the innovation of a young and active company, and the efficiency of digital solutions.
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Verified contacts
7
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
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no listings
Distinct roles
7
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- ST
Simon Tognola
Senior Relationship Manager & Managing Partner · Other
EmailPhone - FT
Federico Tocci
Junior Portfolio Manager · Finance & Accounting
EmailPhone - MR
Marco Rinaldi
Resp Markets and Portfolio Management · Other
EmailPhone - PB
Paola Bollini
Compliance Officer · Finance & Accounting
EmailPhone - GB
Gianmaria Bernasconi
Co Founder and Managing Partner · Other
EmailPhone
Showing 5 of 7 verified contacts
Top roles at Aequitum Sa
7 distinct titles indexed · top 7 shown.
- 1assistente
- 1co founder and managing partner
- 1compliance officer
- 1junior portfolio manager
- 1resp markets and portfolio management
- 1responsabile amministrativo
- 1senior relationship manager & managing partner
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