Our core disciplines include investment advice, discretionary and advisory portfolio management, tax mitigation,estate planning, creation and management of Swiss bank accounts, formation and management of trusts and foundations.
In association with highly reputable financial institutions our Geneva based private client division is highly resourced to provide a comprehensive range of professional services to meet the needs of the modern day investor no matter how complex personal circumstances have become.
Jeremy Leach commenced his career in composite insurance broking in 1984 where he developed an extensive level of experience in all facets of personal lines, commercial insurance and discretionary asset management. When polarisation of the Insurance and Financial Services industry occurred in the United Kingdom in the late 1980's, he gravitated towards the Financial Services sector, furthering his knowledge and experience in respect of investment management and Collective Investment Schemes.Read More >>
He holds a number of non-executive board positions with regulated mutual funds and securitisations and also sits on the board of a number of financial services companies. He is the Chief Executive Officer of Managing Partners Group (MPG), a global fund management group that manages a number of regulated mutual funds and Collective Investment Schemes.
He is accredited by Organisme d'Autorégulation des Gérants de Patrimoine as a director of a number of wealth management companies regulated in Switzerland and is a member of the Worshipful Company of International Bankers (Incorporated by Royal Charter).
Jeremy Leach is widely regarded as one of the most knowledgeable asset managers in the field of traded life policies ("TLPs") and life settlements. He has written in excess of 100 technical articles on TLPs, financials and economic trends for retail media groups including the Financial Times Group, as well as being a guest speaker on CNBC.
For further information, please visit www.jeremyleach.com.
Capital International was founded in 1996 by Peter and Anthony Long, a father-son team with the single-minded mission of providing the best possible service to their clients. For more than two decades they have been unwavering in their commitment to that goal, evolving and investing in the business to help their clients in achieving their financial objectives.
From its early days of providing custody, nominee and stockbroking services, Capital International Group has now grown to offer a full suite of financial solutions. The company works with a broad spectrum of professional firms and advisory businesses, each of which has specific and constantly evolving needs. Its collaborative approach enables them to better understand their business, adapt to their unique requirements and ensure that their client needs come first.
Capital International Group offers a world of investment opportunity with its open architecture trading platform. Whether it’s shares, bonds or exchange traded funds, their platform provides a gateway to an almost unlimited world of opportunities allowing us to implement the investment decisions we agree with our clients. We and our clients can log-in online to the platform to check valuations, view performance and monitor transactions. Capital International is licensed by the Isle of Man Financial Services Authority and a Member of the London Stock Exchange.
Equity International Asset Management SA is based in Geneva with registered number CH-660.1.780.012-8 and is regulated in Switzerland by the Organisme d’Autorégulation des Gérants de Patrimoine, Geneva (OAR-G) who enforce regulatory compliance in the context of Swiss anti-money-laundering legislation (the Anti-Money Laundering Act 1997) by the Swiss Financial Markets Authority (FINMA).
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