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Following the request of the market
and the requirements of its customers, Equatus signed
agreements with specialists in Wealth Management in
particular with Fund Manager like ATAG Asset Management
(Switzerland - Luxembourg) and ADEPA Asset Management (Spain
– Luxembourg.
Working with these professionals give us the opportunity to
set up funds allocations according to your profile, your
degree of risk etc….
Equatus will find the best and the most adapted insurance
wrapped after an appointment with you in which we will ask
you some questions in order to find the best solution for
future.
Your answers and your concerns and your wishes will be
analysed in order to find the most adapted funds
allocations. This search will be done with our partners SE
BROKER one of the most famous Company of Stock Exchange.
Our partners were selected for their professionalism but
also because their system and their working method make it
possible to answer to all requests. For a classic life
insurance contract or for a Tailor made solutions including
Wealth Management, you will get the best service. All
analyse are made in following the actual legislation of your
country and the Luxembourg legislation on life insurance in
order to always give you the best wealth recommendations
With Equatus, you are allowed to get the best system of
search funds for your allocation. Since Euro 15.000, you are
able to profit of our IT system which is usually reserved
for high net worth individuals who invest more than 10
million Euro.
In addition to the traditional composition of a life
insurance contract, we can set up tailor made solution
including Wealth Management.
Luxembourg is one of the uncontested leaders for set up
tailor made solutions. Its legislation makes it possible to
any subscriber to be able to get a Wealth Management through
a life Insurance contract.
Since Euro 250.000 Net of investment, each subscriber can
set up his own Tailor Made contract. We distinguish 3
categories:
Type A: Investment between Euro 250,000 and Euro 499,999
Type B: Investment between Euro 500,000 and Euro
2,499,999
Type C: Investment up to Euro 2,500,000
With regard to the dedicated funds of type C, it is
stipulated the investments will have to respect the
specification in appendix I of the Commissariat aux
Assurances (C.A.A) circular letter, but no limitation is
imposed.
With this great freedom of investment, it is possible to set
up in a life insurance contract shares of your own company,
real estate etc……
We invite you to contact us so especially if you want more
information or just if you want to discover how we work and
how with us you will be able to get new resources of
management which were only solely reserved to high net worth
individuals.
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