About us
An independent alternative to the private banks
Who we are, who backs us, and what we are building across the DACH region and Luxembourg.
Who we are
A platform built for founder-led firms
Equity House is a buy-and-build platform for profitable, independent wealth and asset managers in the DACH region and Luxembourg. The market is highly fragmented, and the firms that define it face the same pressures at the same time: rising regulatory cost, the need for digital transformation, and founders approaching succession without an obvious answer. We are building the alternative — an independent, non-bank group with the scale to absorb that complexity on behalf of every firm within it.
Our ambition is a group of €20–30bn in assets under management and a position as the leading independent wealth manager in the region. We grow in two ways at once: by partnering with established firms, and by supporting organic growth inside each of them. The group is led from Zurich by a team that has built and scaled businesses before, and it is backed by institutional capital from day one.
Our Model
A partnership model designed for growth
We combine capital, infrastructure and technology with the entrepreneurial strength of the firms we partner with. Each partner keeps its name, its clients and its investment process, while gaining the scale, governance and product breadth that are increasingly difficult to build alone.
What partners gain
Scale where it helps, independence where it matters
Capital
Funding for organic growth and for acquisitions of your own, backed by an institutional balance sheet rather than by retained earnings. Growth no longer has to be self-financed, and a good opportunity no longer has to wait for the right year.
Technology and AI
A group-wide technology programme: shared portfolio management and reporting, automated compliance and transaction monitoring, AI-assisted client reporting and portfolio analytics. Infrastructure no single firm could justify building alone becomes standard for everyone.
Shared infrastructure
Compliance, AML and regulatory reporting, middle-office reconciliation, HR and payroll, and group-negotiated terms with custodians and vendors. The group absorbs cost and complexity so your people can stay where they add value — with clients.
Aligned ownership
Partners reinvest alongside us and share in the value of the group they help build, while key employees participate through a Management Incentive Plan. Everyone with a hand in the outcome has a stake in it.
How we work together
An anchor-and-hub model, not a roll-up
Federation models are too loose to create real advantage, and full roll-ups strip out exactly what made a firm worth partnering with. We operate between the two. Each partner firm keeps its name, its brand, its clients and its investment process. Shared services are introduced over 18 to 36 months, in a planned sequence and by agreement — never imposed overnight, and never before they are ready to carry the load.
What we ask for in return is transparency and engagement: a shared KPI framework with monthly reporting, a regular review between your leadership and ours, and a genuine willingness to explore group opportunities such as cross-referrals and joint mandates. Founders and CEOs from across the group meet regularly to set direction together, so decisions are made with the people running the businesses rather than above them.
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.