Aequitas Investment Partners delivers reliable portfolio solutions to protect and grow investors' wealth.
We strengthen your investment capabilities and free up your time by supporting you with:
- multi-asset and direct equity portfolios
- investment strategy and selection
- client portfolio analytics and best interest evidence
- client communications and advice text
- bespoke research
- help to answer your client questions
- joint client meetings and events
- tools to deliver efficient advice
The team has delivered outperformance of key benchmarks, in a range of market conditions.