Building a wealth management leader through entrepreneurship and partnership
Independent wealth managers in DACH navigate an increasingly complex landscape. Equity House combines the strengths of your businesses with market leading to deliver lasting value for managers joining our platform while preserving what makes them unique.
Strategic Vision
Bringing together strong businesses across the DACH region + Luxembourg
The independent wealth management market in Switzerland, Germany, and Luxembourg is at a critical turning point. The sector is highly fragmented, with managers facing a "perfect storm" of rising regulatory costs, the urgent need for digital transformation, and complex succession challenges. At the same time, client expectations are evolving rapidly, demanding institutional-grade capabilities—such as access to private markets and sustainable investment solutions—that are increasingly difficult for smaller firms to deliver in isolation. We aim to build a leading wealth management platform across the DACH region and Luxembourg, respecting local entrepreneurship and client relationships at every step.
Equity House is the answer to these challenges. We are building a scaled, modern market leader by acquiring and partnering with profitable, independent firms. Our model preserves the local identity and deep client relationships of our partners while providing the operational infrastructure, capital, and technology needed to thrive. Backed by Pollen Street Capital, we aim to build a significant, scaled platform that combines the agility of independence with the power of scale.
Ambition meets independence
Equity House is creating the next generation of independent wealth and asset management in the DACH region and Luxembourg. By building scale and consolidating best-in-class firms, we deliver the infrastructure, investment capabilities, and strategic strength required for long-term success.
We partner with entrepreneurial wealth and asset managers who want to help shape the future of the industry and build a leading European platform together.
Our Approach
Building value together
Why Partner With Us
Equity House offers founder-led wealth managers a structured succession and growth solution without disrupting client relationships. Partners gain regulatory scale, centralized infrastructure, technology upgrades, and access to a central CIO platform. We preserve local brands while strengthening profitability, governance, and long-term value through aligned equity participation.
What Your Clients Gain
Clients benefit from broader investment access, including alternatives and private markets, supported by institutional-grade risk management and governance. They retain their trusted advisor while gaining stronger reporting, digital capabilities, and long-term stability beyond founder dependency. The relationship remains local—the platform behind it becomes institutional.
Why AI Matters to Us
We use AI to enhance advisory quality, not replace relationships. AI improves CRM insights, portfolio monitoring, compliance automation, and reporting efficiency. It strengthens risk control, increases scalability, and supports client retention—creating institutional infrastructure behind every advisor without compromising trust.
Wealth Managers We Seek
We partner with founder-led wealth managers seeking succession solutions or distribution scale. Our platform provides the infrastructure, institutional oversight, and partnership model to help you grow—without giving up what makes you unique.
Equity House
Meet our team
Peter Warnøe
Founder and CEO
Peter brings many years of experience in building and scaling businesses across Europe. In the late 1990s, he founded and led a people-oriented buy-and-build platform, acquiring companies across 14 countries. With more than 75 M&A transactions completed, Peter is highly experienced in working with founders and consistently focused on adding value and accelerating growth in the companies he partners with.
Equity House GmbH
Bleicherweg 10
8002 Zürich
Switzerland
To be announced
COO
We are entering into a partnership with a highly experienced COO who has many years of experience in wealth and asset management across the DACH region.
To be announced
Head of M&A and Analytics
With extensive experience from senior wealth management roles at London and deep expertise in financial services transformation, our Head of M&A brings institutional knowledge and strategic network to our platform development.
Our Partner
Equity House is backed by Pollen Street Capital, a fast growing and high performing private capital asset manager. Established in 2013, the firm has built deep capability across the financial and business services sectors aligned with mega-trends shaping the future of the industry.
Pollen Street manages over €7bn AUM across private equity and credit strategies on behalf of investors including leading public and corporate pension funds, insurance companies, sovereign wealth funds, endowments and foundations, asset managers, banks, and family offices from around the world. Pollen Street has a team of over 90 professionals.