What Equiom does

Equiom is a privately held global provider of fiduciary, corporate, and private wealth services headquartered in Douglas, Isle of Man. The firm operates from 11 licensed offices spanning the Crown Dependencies, the United Kingdom, Continental Europe, the Middle East, and Asia, employing more than 400 professionals. Its operations are organized around five service lines: Private Wealth and Family Office Services (wealth structuring, succession planning, trustee and fiduciary services, family office, private foundations, wills and probate); Luxury Asset Services (private jets, superyachts, fine art, real estate, and luxury asset corporate structuring); Corporate Services (entity formation, administration, corporate secretarial, directorship, Islamic finance, and escrow); Employee Retirement and Reward Services (international pensions, Middle East workplace savings and end-of-service benefit plans, employee benefit trusts, share ownership plans, equity plan administration, and carried/co-investment structures); and Governance Support and Solutions (independent director, company secretarial, compliance and risk management, and data protection advisory). Services are licensed and regulated across more than ten jurisdictions, including the Guernsey Financial Services Commission, Jersey Financial Services Commission, Isle of Man Financial Services Authority, Monetary Authority of Singapore, Dubai Financial Services Authority, Qatar Financial Centre Authority, Hong Kong TCSP and Trustee Ordinance regimes, and Monaco.

Revenue is generated through customized professional services fees under relationship-driven go-to-market, with senior client directors and managing directors managing UHNW, family office, multinational corporate, and private equity relationships. Technology-enabled equity plan administration, including the Ledgy platform integration announced in December 2025 alongside the Quantios Core platform, supports the Employee Retirement and Reward Services line, complemented by a participant portal and centralized equity plan management system. Customer segments include HNW and UHNW individuals and families, single and multi-family offices, luxury asset owners, corporate and institutional clients, and multinational employers, with cross-border wealth structuring, multi-jurisdictional regulatory compliance, and luxury asset administration as the principal problems solved.

Name

Equiom

Legal name

Equiom Bidco Limited

Website

https://equiomgroup.com

Company type

Private

Founded year

1980

Operating status

Operating

Headcount range

251–500 employees

Short description

Equiom is a privately held global fiduciary, corporate, and private wealth services firm with 400+ professionals across 11 licensed offices in the Crown Dependencies, UK, Middle East, and Asia, serving UHNW families, family offices, multinational corporations, and private equity clients with cross-border wealth structuring, trust administration, and equity plan services.

Ownership category

akta.pro rank

Product category

Trust and Corporate Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Finance Services (6199)

akta.pro primary industry

Equity Compensation & Global Share Plan Administration (BPACAHAI)

Keywords

• Trust and fiduciary services
• Private wealth management
• Corporate administration services
• Family office advisory
• Employee benefit administration

Headquarters

HQ city

Douglas

HQ country

United Kingdom

HQ region

Europe

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel

Revenue model

1. Professional Services - Private Wealth & Family Office: Comprehensive fiduciary services including wealth structuring, succession planning, family office services, trustee services, wills and probate, and tax compliance advisory for high-net-worth individuals and families.
2. Corporate Services: Corporate administration including entity formation and management, corporate secretarial, directorship services, escrow services, and corporate tax services for institutional and corporate clients.
3. Luxury Asset Services: Specialized structuring and administration for luxury assets including private jets, superyachts, high-end properties, with corporate structuring and crewing services.
4. Employee Retirement & Reward Services: International pension plans, employee benefit trusts, share ownership plans, equity plan administration, and carried/co-investment structures for multinational corporations.
5. Governance Support & Solutions: Independent director services, company secretarial, outsourced compliance and risk management, data protection advisory, and accounting and tax compliance.

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Equiom is an independent global provider of trust, corporate, and private wealth services delivered through five integrated service lines: Private Wealth & Family Office Services, Luxury Asset Services, Corporate Services, Employee Retirement & Reward Services, and Governance Support & Solutions. The firm provides trustee and fiduciary administration, wealth structuring, succession planning, entity formation, corporate secretarial, employee benefit administration, equity plan administration, and governance advisory across 11 regulated jurisdictions.

Product overview

Equiom is an independent global provider of fiduciary, corporate, and private wealth services offering a multi-jurisdictional platform across Europe, the Middle East, and Asia. The portfolio consists of five core service lines: Private Wealth & Family Office Services (covering wealth structuring, succession planning, trustee/fiduciary services, family office, foundations, wills and probate), Luxury Asset Services (covering private jets, superyachts, fine art, real estate, and corporate structuring for high-value assets), Corporate Services (entity formation, administration, secretarial, directorship, Islamic finance, escrow), Employee Retirement & Reward Services (international pensions, workplace savings, employee benefit trusts, ESOPs, equity plan administration, and carried/co-investment structures), and Governance Support & Solutions (independent directors, company secretaries, compliance, risk management, data protection). The offering is delivered through more than 400 experts across 11 global locations, with the Group's Asia business acting as a regional centre of excellence, particularly for Private Wealth and Family Office services.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth & Family Office Services

Quantifiable outcome

• DIFC Employee Workplace Savings Plan reached USD127 million in assets under management in first year
• +1 more outcomes

Named customers4 records

Segments5 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Partnerships

Four partnerships are on record, tiered strategic, supporting and core.

• Grandway Law OfficesstrategicStrategic or Co-development Partner · 21 April 2026Collaboration on exclusive closed-door seminars on H-Share transition in Shanghai and Beijing (April 2026). Grandway is a leading law firm in China for cross-border capital markets, red-chip structures, and overseas listings. Equiom provided expertise on equity incentive plan migration during red-chip to H-share structure transitions.
• Ju Nei Jin Yu ConsultingsupportingStrategic or Co-development Partner · 21 April 2026Partnered for Thailand Wealth Management Forum 2026, providing professional advice on equity incentive frameworks during structure transitions. Rosalie Zhang, Founder, contributed expertise on end-to-end adjustments for equity incentives.
• LedgycoreTechnology or Integration · 3 December 2025Strategic partnership with Ledgy, an industry-leading equity and share plan management platform. This collaboration strengthens Equiom's Employee Retirement and Reward Services by introducing best-in-class technology for managing complex share plans, enabling clients to unlock full value of equity through a unified, user-friendly platform. Integration complements existing partnerships such as Quantios Core.
• QuantiossupportingTechnology or IntegrationPartnership with Quantios Core to further enhance service delivery in technology-enabled administration solutions.

Scale indicators5 records

Recent moves2 records

Expansion highlights6 records

Broad incumbents

• TMF Group: Global corporate services and fiduciary giant with 125+ offices. Direct comparable on corporate administration, entity formation, governance and HR/payroll services; materially larger scale than Equiom with overlapping UHNW/private wealth adjacencies.
• Intertrust (now CSC): Large corporate, fund and capital markets services firm formed from Intertrust's combination with CSC; offers trust, fiduciary, corporate administration and entity management globally. Direct overlap with Equiom's corporate services and employee benefit plan lines, with significantly larger scale.
• Butterfield Group: Bermuda-headquartered bank and trust company with strong Channel Islands and Cayman fiduciary capabilities. Overlaps with Equiom on private client, trust and corporate services while also offering banking — a broader incumbent.

Direct peers

• JTC Group: Jersey-listed fund, corporate and private client services provider with deep Crown Dependencies presence. Closest pure-play peer to Equiom — overlapping jurisdictions (Jersey, Guernsey, Isle of Man, BVI), similar HNW/UHNW target market, and comparable five-pillar service model (funds, corporate, private client, ESG, RE).
• Maples Group: Cayman-headquartered fiduciary, fund services and law firm with offices in BVI, London, Asia and the Middle East. Direct comparable on cross-border fiduciary, corporate and fund administration — especially for Asian family office and capital markets clients served by Equiom's Asia team.
• Ogier: Offshore law and fiduciary firm with strong Jersey, Guernsey, Cayman and BVI presence, plus Hong Kong and Singapore offices. Competes directly with Equiom in Crown Dependency trust/fiduciary mandates and in Asia-focused private wealth structuring.
• Hawksford: Jersey-based corporate, private client and fund services provider with similar five-pillar model (corporate, private client, funds, real estate, accounting). Closest mid-market peer by size, jurisdiction mix and target HNW/UHNW client base.
• Walkers: Offshore law and fiduciary firm with significant Cayman, BVI, Jersey, Guernsey and Ireland presence plus Singapore and Dubai. Direct competitor on cross-border private wealth, corporate and capital markets mandates where Equiom competes for family office work.
• Conyers: Bermuda/Cayman offshore law and fiduciary firm with offices in Hong Kong, Singapore and Dubai. Competes with Equiom in Asia/UAE cross-border corporate, trust and family office mandates.
• Appleby Global Group: Offshore law and fiduciary group with offices in Bermuda, Cayman, BVI, Jersey, Guernsey, Isle of Man, Hong Kong, Shanghai and Mauritius. Head-to-head competitor in Equiom's crown dependencies and Asia private wealth practices.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/EquiomGroup
• LinkedInlinkedin.com/company/equiom-group
• Instagraminstagram.com/equiomlife
• Xx.com/equiomgroup

Compliance9 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries14 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A10 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equiom