Following the request of the market and the requirements of its customers, Equatus signed agreements with specialists in Wealth Management in particular with Fund Manager like ATAG Asset Management (Switzerland - Luxembourg) and ADEPA Asset Management (Spain – Luxembourg.

Working with these professionals give us the opportunity to set up funds allocations according to your profile, your degree of risk etc….

Equatus will find the best and the most adapted insurance wrapped after an appointment with you in which we will ask you some questions in order to find the best solution for future.

Your answers and your concerns and your wishes will be analysed in order to find the most adapted funds allocations. This search will be done with our partners SE BROKER one of the most famous Company of Stock Exchange.

Our partners were selected for their professionalism but also because their system and their working method make it possible to answer to all requests. For a classic life insurance contract or for a Tailor made solutions including Wealth Management, you will get the best service. All analyse are made in following the actual legislation of your country and the Luxembourg legislation on life insurance in order to always give you the best wealth recommendations

With Equatus, you are allowed to get the best system of search funds for your allocation. Since Euro 15.000, you are able to profit of our IT system which is usually reserved for high net worth individuals who invest more than 10 million Euro.

In addition to the traditional composition of a life insurance contract, we can set up tailor made solution including Wealth Management.

Luxembourg is one of the uncontested leaders for set up tailor made solutions. Its legislation makes it possible to any subscriber to be able to get a Wealth Management through a life Insurance contract.

Since Euro 250.000 Net of investment, each subscriber can set up his own Tailor Made contract. We distinguish 3 categories:

• Type A: Investment between Euro 250,000 and Euro 499,999
• Type B: Investment between Euro 500,000 and Euro 2,499,999
• Type C: Investment up to Euro 2,500,000

With regard to the dedicated funds of type C, it is stipulated the investments will have to respect the specification in appendix I of the Commissariat aux Assurances (C.A.A) circular letter, but no limitation is imposed.

With this great freedom of investment, it is possible to set up in a life insurance contract shares of your own company, real estate etc……

We invite you to contact us so especially if you want more information or just if you want to discover how we work and how with us you will be able to get new resources of management which were only solely reserved to high net worth individuals.

Please feel free to contact us at any time if you require more information.




EQUATUS INSURANCE BROKER S.A.
31, Boulevard Prince Henri – L - 1724 Luxembourg
société de conseil en Ingénierie Patrimoniale et de Courtage d’assurance.
Tél. : + 352 26 00 80 70 -Fax : + 352 26 00 80 78 E-mail : info@equatus.com
SA au capital de 31.000€ - R.C. : Luxembourg B- 103 680
Responsabilité professionnelle auprès de AIG Europe