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Wealth management
Structure.
Grow.
Pass on.
A wealth strategy equal to your ambitions.
Equamoov — wealth management, property and brokerage advice in Paris
Structure.
Property
Acquire.
Invest.
Pass on.
Places to live for your plans today and tomorrow.
Brokerage
Compare.
Select.
Support.
Policies that fit. Choices made with open eyes.
A 360° view, advice made to measure
Your wealth,
your ambitions.
Wealth management, property and brokerage: three complementary areas of expertise and one dedicated contact to bring your plans to life.
Investment, taxation, succession: we build a bespoke strategy to grow your wealth, improve your tax position and prepare for the future in line with your ambitions.
Discover our expertiseBuying or selling, we are with you at every stage of the transaction. A tailored approach to finding the property that suits you, or selling yours on the best possible terms.
Bringing your project to lifeLife assurance, mortgage protection and much more: we compare and select policies suited to your profile, with particular attention to cover, charges and terms.
Discover our solutionsOur promise
You have built something.
We help you see further.
Your wealth is not simply a set of investments. It is built around your plans, your property, your family, your business and what you wish to pass on.
Your horizon
Your wealth has a story.
Let's give it a future to match.
Our method
At every stage,
advice made to measure.
-
01
Understand
Your situation, your plans and your priorities.
-
02
Analyse
The possibilities, and the points to watch.
-
03
Structure
A strategy consistent with your ambitions.
-
04
Support
Implementation, and follow-up over the long term.
The Equamoov approach
Your plans.
A 360° view.
Your wealth, your property plans and your protection all move together. We bring these three areas of expertise under one roof, to support you with a clear strategy, designed for you and with you.
Most often
Click on whatever speaks to you.
Each one knows their own part. Nobody joins up the whole.
At Equamoov
One contact who knows
your situation as a whole.
One point of contact. A 360° view.
Independent.
No in-house product to sell. We look for the right solution, wherever it is.
Human.
Two people, reachable directly. No call centre, no intermediary.
Responsive.
Quick answers, and someone who stays reachable over the long term.
More than 20 years
of experience.
Free
The first conversation commits you to nothing.
48 h
A clear answer, quickly.
Paris 2e
10 rue de la Paix. We meet in person, for real.
Firm registered with ORIAS under no. 26010327 — verifiable at orias.fr
Exacting standards, right down to the partners we choose
The partners
You speak with us directly.
Behind Equamoov, two people. No call centre, no interchangeable intermediaries: the person who answers you is the person who decides.
Linda Ayar
Co-founder
Maxence Brunet
Co-founder
Understand before you decide
Advice begins with clarity.
We do not simply support your decisions: we help you understand them.
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Take stock.
We begin by listening to your situation, your plans and your priorities. Then we take stock, without rushing.
Take stockThe first conversation is free and carries no obligation.
Frequently asked questions
Your questions,
our answers.
How are the fees for your support determined?
The cost depends on the nature of your project and on the scope of our work. How the firm is remunerated, and the charges attached to the solutions we propose, are set out before any commitment, so that you can decide with full knowledge of the facts.
Is the first conversation free?
Yes, the first meeting is free and carries no obligation. We take the time to understand your situation, your objectives and your expectations, then set out the terms of the support that would suit you.
When is the right time to consult a wealth management adviser?
An investment plan, a change in your career, a purchase or a transfer of assets are all good reasons to take stock. A first conversation allows us to identify your needs and determine the right support for your situation, together with any conditions attached to the solutions under consideration.
What is your role in managing my wealth?
We analyse your situation, build a strategy and support you in choosing and monitoring the solutions. The decisions remain yours: every recommendation is explained, so that you understand its purpose, its charges and its risks before committing.
How do you select the solutions you propose?
We work with several leading providers, including Generali, Rothschild and others. Among our partners' offerings, we assess each solution on how well it suits your profile, on its charges, its guarantees and its risks. Every recommendation is set within your objectives and your investment horizon.
How does the support continue after our first conversation?
Together we define the scope of our work and its terms, including fees. After a thorough review of your situation, we present a strategy built around you. Once the recommendations are approved, we support you through their implementation and set up the ongoing follow-up.
