Equitis’ three core values
- Trust : More than a hundred clients (banks, insurance companies, manufacturing groups, private equity companies) have entrusted Equitis with the management of funds and fiducies.
- Independence : Equitis is fully owned by its managers and does not depend on any financial group.
- Experience : Equitis is known as a reference for corporate trusts and private equity management by its business partners.
2000 |
Creation of Equitis, for the management of a private equity portfolio (FINOVELEC) at the request of its institutional investor |
2002 |
Equitis is certified by the French financial market authority (AMF) for private equity FCPR funds Equitis offers liquidation management through INFINITIS, a dedicated structure |
2004 |
Equitis obtains certification for management of registered Private Equity Funds |
2008 |
Equitis extends its offer to the corporate trust activity after the recent introduction of the French trust in 2007 |
2012 |
Creation of the French trustee association (AFF) by three funding members : Caisse des Dépôts, the Crédit Agricole CIB and Equitis Gestion |
2013 |
The French financial market authority delivers AIFM certification |