Gestion Privée

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Equigest met à la disposition de ses clients privés un service de gestion de portefeuille sous mandat articulé autour de trois concepts fondamentaux

La personnalisation du profil de l'investisseur

La stratégie d’investissement proposée prend en compte l’environnement familial et professionnel, les contraintes patrimoniales et fiscales, le niveau de liquidité/disponibilité souhaité et le degré de tolérance au risque de chacun de nos clients.

L'adaptation aux évolutions de l'environnement

Cette stratégie, clairement exprimée, est évolutive et s’inscrit sur le long terme. Elle s’adapte aux modifications pouvant survenir dans l’environnement des investisseurs, et aux conditions du marché, afin d’assurer en permanence le meilleur couple performances/objectifs à nos clients.

Une stricte indépendance dans les choix de gestion

Nos actes de gestion sont guidés uniquement par l’intérêt de nos clients.  
Les titres vifs ou opcvm sont sélectionnés en toute indépendance.

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Départ de Daniela Iachini

Daniela Iachini, jusqu’alors Secrétaire Générale et RCCI (Responsable Conformité et Contrôle Interne) d’Equigest, a souhaité donner une nouvelle direction à sa carrière et a quitté...

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