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+86 202 232 6225
info@equam.com
Below are some of the most common questions clients ask about EQU Asset Management and our services.
EQU Asset Management is an international investment and wealth management firm that serves clients and global investors worldwide. We provide portfolio management, financial planning, and cross-border advisory services.
We work with individuals, families, and professionals in international locations who wish to manage or grow their investments through a globally focused firm.
You can start by contacting our client team and submitting the "Open an Account" form on our website. Our team will guide you through the onboarding and documentation process securely online.
EQU Asset Management operates in U.S. dollars (USD). All client accounts, investments, and reporting are maintained in USD for consistency and transparency across international markets.
We offer investment management, financial and tax planning, retirement and estate planning, and cross-border advisory support. Each service is customized to your goals and residence status.
Our investment team applies a disciplined, research-based approach focused on long-term value creation. Portfolios are diversified across asset classes and monitored regularly to align with market conditions and client objectives.
Yes. We design retirement income strategies and estate planning solutions that reflect each client's international lifestyle and succession goals.
We provide general tax planning guidance on investments and cross-border matters. For specific tax filings, we coordinate with qualified international tax advisers.
Cross-border financial planning helps clients manage investments, taxes, and compliance across multiple countries. EQU Asset Management specializes in supporting expatriates and internationally mobile professionals with such needs.
EQU Asset Management is based in China and operates in accordance with local regulations while serving clients internationally. All services are provided in line with applicable cross-border investment laws.
In many cases, yes. Our advisers will review your holdings and help you determine the best structure for your assets based on your new residency and reporting requirements.
Yes. EQU Asset Management complies with applicable financial and data protection regulations in the regions where it serves clients, including full GDPR compliance for clients in Europe.
Client data is protected through encrypted systems, multi-layer authentication, and secure storage procedures that meet international privacy standards.
Clients can log in via the secure online portal available on the "Client Login" page of our website. Real-time portfolio data, performance reports, and statements are available 24/7.
Please reach out to your dedicated adviser or use the contact form on our website. Our team will assist you promptly with any access or update requests.
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