About Us

About Us

Financial Advice with a Global Outlook

At EQU Asset Management, we offer investment and planning services for people who live and invest across borders. We don't rely on generic formulas or mass-market strategies. Instead, we take time to understand your situation, listen to your concerns, and deliver guidance that evolves as your life does.

Our reputation is built on steady delivery, straightforward communication, and an emphasis on personal care. We're proud that many clients have remained with us for years, not because we promise the extraordinary but because we consistently provide the practical.

20+

years of experience

our history

Built on Experience but Always Learning

We stay close to global financial markets, emerging regulations, and changes that could affect your decisions. Continuous professional development is part of our culture, but our focus remains on translating complex information into clear, useful advice.

We also place value on helping you build knowledge. Whether you're reviewing an investment plan or discussing future goals, we want you to feel informed, not overwhelmed. Our role is to help you understand your options and make clear decisions.

About Us

Consistent Support for Complex Lives

Many clients manage finances across borders, live in one country, earn in another, and plan for a future that may span several. We support individuals and families worldwide with services designed to address real-world complexity, not just theoretical models.

Whether you're planning a major life event, reviewing your investment structure, or preparing for retirement or wealth transfer, we aim to provide stability, structure, and thoughtful insight, even when the world feels unpredictable.

Our Promise to You

Our Commitment to You

  • We take your goals seriously by treating your finances with the same care we would our own.
  • We explain strategies clearly, avoiding jargon or shortcuts.
  • We recommend what fits you and not just what fits a template.
  • We remain responsive and accessible, no matter how your needs evolve.

Our Mission

To provide thoughtful, structured investment and planning guidance that helps individuals and families define and achieve financial success on their terms.

Our Vision

To be recognized not by size but by trust. We aim to be the firm clients turn to for clear thinking, practical value, and long-term support across borders.

Our Values

We value clarity, integrity, and consistency. Our focus is on doing what’s right for each client, with care, transparency, and long-term commitment.

Call Us

+86 202 232 6225

Email

info@equam.com

Send a Message

Get in touch today