All the Best for Growth...
All the Best for Growth...
Who We Are
Through our expertise and dedication, we transform the plans of the world’s most successful individuals, families, corporations, and institutions into action so that we can help our clients reach their most ambitious goals.
Our expertise spans decades and generations. We readily acknowledge that no single investment house has a monopoly on investment expertise, so we carefully select a number of external managers of outstanding ability to deliver the best-of-class services that our clients deserve.
Our longevity and our long-term client relationships come from the recognition that we are more than a financial institution. We are active participants in our communities, global leaders in business and philanthropy, and thoughtful architects of innovative employee benefit and support programs.
We strive to be our clients' most trusted partner and to lead as a socially responsible member of our global communities. We put long-term relationships and advice that clients trust at the heart of everything we do. We earn this trust by staying true to our heritage and providing differentiated, exceptional service and leading capabilities tailored to each client’s specific needs. Because every client has different needs and aspirations, both directly and through our global network of affiliates, we offer personalized advice that covers financial, investment, and tax and estate planning, designed specifically for a client’s lifestyle goals and stage of life.
A key aspect of our heritage involves our focus on the integration of environmental, social, and governance factors as cornerstones of investing. As world citizens, we recognize that we must focus on advancing the long-term educational, cultural, and social welfare of our communities through approaching business and our charitable efforts with integrity.
We strive to be our clients' most trusted partner and to lead as a socially responsible member of our global communities. We put long-term relationships and advice that clients trust at the heart of everything we do. We earn this trust by staying true to our heritage and providing differentiated, exceptional service and leading capabilities tailored to each client’s specific needs. Because every client has different needs and aspirations, both directly and through our global network of affiliates, we offer personalized advice that covers financial, investment, and tax and estate planning, designed specifically for a client’s lifestyle goals and stage of life.
A key aspect of our heritage involves our focus on the integration of environmental, social, and governance factors as cornerstones of investing. As world citizens, we recognize that we must focus on advancing the long-term educational, cultural, and social welfare of our communities through approaching business and our charitable efforts with integrity.
Our in-house team leaders and our third-party consultants are among the global leading financial professionals. We support their ongoing professional development to ensure they remain as well qualified and technically able as possible. As a result, Zurich Equity Group provides the strongest assurances of the suitability of the advice given by our team leaders and consultants when recommending any of the wealth management products and services available from companies in our group.