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EQUITIM

J20

Structured products

Description: Founded in 2007, EQUITIM is France’s leading independent advisory and brokerage firm dedicated to tailor-made structured products. Over the years, the firm has established itself as a trusted partner for wealth management professionals, driven by recognized expertise and a demanding approach to structuring.

For nearly 20 years, EQUITIM has been designing simple and efficient investment solutions in close collaboration with leading issuing banks. Each product is carefully structured to meet the specific objectives, constraints and risk profiles of its partners and their investors.

At the heart of EQUITIM’s model lies a strong conviction: value comes as much from the quality of structuring as from building long-term relationships with partners. From product design and distribution to ongoing investment monitoring, EQUITIM supports its partners with pedagogy, consistency and high standards.

Driven by a deeply human DNA, the EQUITIM team stands out through its close relationship with the field, ensuring responsiveness, quality of service and long-lasting trust.