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courtage d’assurance et conseil en gestion de patrimoine

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Nos domaines d'intervention

Afin de répondre à la demande d’une clientèle internationale Equatus ® travaille sous forme de plate-forme paneuropéenne de distribution dont l’objectif est de trouver la ou les solutions qui répondent à tous les problèmes patrimoniaux de ses clients, qu’ils soient individuels ou institutionnels.

Assurance-Vie Multi-Gestion

L’assurance-vie permet de bénéficier d’une fiscalité attractive, de préparer sa retraite, assurer la transmission d’un patrimoine dans le cadre d’un environnement fiscal privilégié et de servir d’instrument de garantie.

Assurance Vie : Contrat Dédié – Gestion de Fortune

À côté des contrats d’assurance-vie classiques, le Luxembourg de par sa législation unique en Europe permet de construire des contrats d’assurance-vie sur mesure : les contrats dédiés. Ces contrats permettent de répondre de manière ciblée aux besoins d’une clientèle exigeante en terme de gestion de fortune.

Assurance non-vie : Habitation – Voiture – Professionnelle

Une gamme complète de solutions pour vous permettre d’être bien protégés contre les aléas de la vie tant à titre privé que professionnel. Solutions clé-en-main pour les expatriés s’installant au Luxembourg.

Complémentaires Santé pour résidents luxembourgeois et Solutions pour expatriés internationaux.

Protégez-vous contre les surcoûts financiers non pris en charge par la Sécurité Sociale que peuvent entraîner une maladie ou une hospitalisation. Des solutions pour les résidents luxembourgeois et les expatriés internationaux.

Défiscalisation pour résidents et frontaliers luxembourgeois

Réduisez vos impôts aujourd’hui afin de profiter de votre retraite : Compte tenu de l’évolution démographique tant à Luxembourg qu’au sein de l’Union Européenne, votre pension légale ne sera hélas pas suffisante pour couvrir vos besoins.

Assurance décès – Assurance solde restant dû

Garantir un capital en cas de décès prématuré ou d’invalidité. L’assurance Solde Restant Dû pour se protéger vis-à-vis de ses prêts hypothécaires tant en cas de décès que d’invalidité.

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Retrouvez toutes nos vidéos explicatives sur notre Web TV !

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A PROPOS DE NOUS

EQUATUS
Equatus ® Courtage d’assurance et conseil en gestion de patrimoine

Equatus ® Insurance Broker, société agréée par les autorités de tutelle, a été créée par Jean-Baptiste Bois.

Après avoir travaillé au sein de la direction de différentes compagnies d’assurance-vie tant en France qu’à l’étranger et développé différents marchés internationaux, ce dernier a créé en 2004 la société Equatus.

Pour ce faire il s’est entouré d’un certain nombre de professionnels du secteur de financiers spécialisés en assurance, en gestion de patrimoine (bancaire, gestion de titres, de fonds…) mais également dans le domaine de la fusion acquisition, du family office.

Afin de répondre à la demande d’une clientèle internationale Equatus ® travaille sous forme de plate-forme paneuropéenne de distribution dont l’objectif est de trouver la ou les solutions qui répondent à tous les problèmes patrimoniaux de ses clients, qu’ils soient individuels ou institutionnels.

Pour ce faire, Equatus ® s’est entouré d’un certain nombre de professionnels externes spécialisés dans leur domaine.

Equatus ® travaille avec des avocats spécialisés, des experts-comptables, des fiduciaires… permettant ainsi de répondre à chaque demande et de construire les solutions les plus adaptées en fonction de chaque typologie de client.

Equatus

  • Equatus ® intervient pour une clientèle diverse, exigeante et originaire de tous pays.

    Que ce soit au niveau de placements financiers via des solutions classiques ou dédiés en assurance vie, de l’assurance non vie, de risques industriels, de la complémentaire santé individuelle ou collective, de couvrir des événements spécifiques (conventions, manifestations sportives etc…), l’objectif est de toujours rechercher les solutions les plus pertinentes, afin de les réaliser dans les meilleures conditions.

  • Le cœur de métier de la société Equatus ® est la recherche de solutions patrimoniales construites sur mesure, en fonction des besoins personnels, familiaux, professionnels de chaque investisseur.

    Agrégateur de compétence, Equatus ® étudie avec le plus grand soin, chaque demande afin de pouvoir faire intervenir les professionnels du secteur permettant de mettre en place les meilleures solutions patrimoniales.

  • Pour ce faire, Equatus ® sélectionne les entreprises dont la solidité financière, le rating, le service ne sont plus à démontrer afin d’apporter à chaque client le meilleur et la tranquillité sur le long terme.

    Les plus grands noms de l’assurance, de la finance, de la banque nous font confiance et nos accords institutionnels nous permettent de vous proposer les meilleures solutions d’investissements que l’on peut trouver au sein des pays de l’Union Européenne.

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En savoir plus

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Le Luxembourg

Le degré d’ouverture de l’économie luxembourgeoise est supérieur à 100%. Elle est donc largement ouverte aux échanges et à la concurrence internationale.
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Les autorités de contôle

Un environnement au service de votre sécurité. Les compagnies d’assurances opérant à partir du Luxembourg, offrent une des meilleures protections des investisseurs au monde, avec un double contrôle.
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Nos partenaires

Conformément à la Directive Européenne sur l’intermédiation d’assurance, tous les conseillers en gestion de Patrimoine, les courtiers d’assurance se doivent désormais d’indiquer les sociétés ou Compagnies avec lesquelles ils sont liés pour la distribution de contrats.
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Rejoignez-nous

Vous êtes Conseillers de Clientèle / Agents Commerciaux en gestion de patrimoine opérant en France ou/et à l’étranger : les placements en assurance-vie vous passionnent ? Vous voulez nous rejoindre ? Alors n’hésitez pas à nous contacter.
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LES ARTICLES DU MOMENT

Equatus est là pour répondre à vos questions !
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The Company and its team of staff welcome you to its website. If you prefer to contact us directly, we would be happy to answer any enquiries you may have.

CONTACT

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