Independent asset manager · Genève
Equus Portfolio Management
Equus Portfolio Management SA · Société anonyme
FINMA-licensed portfolio manager (FinIA)
IDE/UID CHE-113.675.946 · Supervisory organisation : AOOS · checked on 16 October 2026
IDE/UID CHE-113.675.946 · Supervisory organisation : AOOS · checked on 16 October 2026
Address : boulevard Helvétique 36, 1207 Genève
Phone : +41 22 707 82 22
- Minimum investment
- not disclosed
- Fee model
- not disclosed
- Assets under management
- CHF 100–500 million
- Founded
- 2007
- Independent
- yes
- Office
- Genève
Profile being documented: only public register data is available so far. The firm can complete its profile free of charge.Complete the profile
Key facts
| FINMA licence | FINMA-licensed portfolio manager (FinIA)Source : FINMA, 16 October 2026 |
|---|---|
| Supervisory organisation | AOOS – Schweizerische Aktiengesellschaft für AufsichtSource : FINMA, 16 October 2026 |
| UID number | CHE-113.675.946Source : Commercial register (Zefix) |
| Legal form | Société anonymeSource : Commercial register (Zefix) |
| Address | boulevard Helvétique 36, 1207 GenèveSource : Commercial register (Zefix) |
| Phone | +41 22 707 82 22Source : equuspm.ch/, 17 October 2026 |
| Website | equuspm.chSource : equuspm.ch/, 17 October 2026 |
| Activity (Google) | Société de gestion immobilièreSource : Google Maps, 17 October 2026 |
| Google listing | managed by the firmSource : Google Maps, 17 October 2026 |
| Assets under management | CHF 100–500 millionSource : equuspm.ch/, 17 October 2026 |
| Founded | 2007Source : equuspm.ch/, 17 October 2026 |
| Team | 1-5 peopleSource : equuspm.ch/, 17 October 2026 |
| Custodian banks | Picet & Cie, Lombard Odier, Mirabaud, J. Safra Sarasin, UBSSource : equuspm.ch/, 17 October 2026 |
Not yet published by the firm : accessibility, minimum investment, fee model, languages, non-resident clients, US persons. Add it
Services
- Discretionary management
Custodian banks
- Picet & Cie
- Lombard Odier
- Mirabaud
- J. Safra Sarasin
- UBS
Team and history
- Founded in 2007
- Team : 1-5 people
Purpose in the commercial register
la gestion de fortune au sens de la LEFin pour des investisseurs privés ou institutionnels, la négociation d'assurances et de structures d'assurance ainsi que la planification dans le domaine de la prévoyance. En outre, la société procure des conseils financiers aux entreprises ainsi que des services dans le domaine de la fusion ou acquisition d'entreprises, de même que dans le financement liés à ces dernières opérations. Elle peut traiter toutes les opérations d'achats et de ventes, de représentation, de commission et courtage, qui seraient de nature à développer son but, et généralement toutes opérations commerciales, industrielles, financières et de conseil ayant un rapport direct ou […]Source : Zefix
Location and opening hours
boulevard Helvétique 36, 1207 Genève · Open in Google Maps
Sources
- FINMA — list of authorised institutions (16 October 2026)
- Commercial register (Zefix)
- Google Maps listing (17 October 2026)
- equuspm.ch/ (17 October 2026)
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