Asset Management from a Unique Global Perspective

Asset
Management
from a
Unique Global
Perspective

ABOUT US

Established in 1994, Equity International is a global organisation that specialises in delivering wealth management solutions for high net worth individuals and corporations alike.

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.

SERVICES


Private Banking

Regular Saving Structures

Retirement and Estate Planning

Asset Management Services

Equity, Fixed Income and Alternative Investment Portfolios

Life Assurance

Taxation Advice

Trust and Foundations

DIRECTORS

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.

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.

Partners and service providers

Capital International Group Logo

Investment Trading Platform

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.


Regulation

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).

Contact Form

If you would like to get in touch with us, please use any of the contact details at the bottom of this page.

Alternatively, please complete the form below and we will respond to your message as soon as possible.

Disclaimer

The information contained on this site is for general guidance on matters of interest only. The application and impact of laws can vary, widely based on the specific facts involved and your country of residence. We will not conduct any form of investment advice with a resident of the United States of America and neither should they see this site as an attempt to promote, market or solicit our services to them. Given the changing nature of laws, rules + regulations and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained on this site. All enquirers should note that information on this site does not give rise to any contractual obligation on the part of Equity International to give advice or provide any service. Information obtained from this site must not be relied upon when making investment decisions. We will not accept liability for any reliance placed on such information and individual advice is essential in all cases. Before making any decision or taking any action you should consult an Equity International financial consultant or member. 

While we have made every attempt to ensure that the information contained on this site has been obtained from reliable sources, we will not be responsible for any errors + omissions or for the results obtained from the use of this information. Also certain links on this site will lead you to other sites which are not under our control and when you activate any of these links, you will leave our site. Therefore we will accept no responsibility or liability for any of the information for materials contained in any other sites which are out of our control. We also may make changes to our site without prior notice or obligation to update the information and materials contained within it. If you are in any doubt about any of the information contained here, please do not hesitate to consult us.

This legal notice shall be governed by and construed in accordance with English Law. If any part of this legal notice shall be deemed by a Court of Law to be unenforceable, unlawful or void, then that part shall be deemed severable from this legal notice but that any such severance shall not affect the validity and enforceability of the remaining part or parts of this Legal Notice.