Vision, Mission and Values

Vision

Equita wants to keep its positioning as reference and independent partner for institutional investors looking for investment opportunities in Italy and for corporates interested in supporting their growth strategies accessing capital markets or executing extraordinary transactions.

 

Mission

We are committed to deliver long-term superior value to all our key stakeholders by:

  • Strengthening our position as leading independent Italian investment bank
  • Leveraging our relations with companies and knowledge of capital markets
  • Pursuing sustainable growth and achieving further diversification with the contribution of all business areas, supported by our best-in-class Research Team
  • Running well-balanced risk-return activities
  • Providing return on investment in line with the best practice
  • Being “the place to be” for talented professionals

 

Values

cr indipendenza

INDEPENDENCE

  • Undivided loyalty towards the clients' best interests
  • As a truly independent investment bank, Equita's decisions are not influenced by lending positions, corporate equity stakes, or controlling shareholders
cr focus

CLIENT FOCUS

  • Provide the highest possible level of service by being flexible and innovative
  • Increase the number of services offered to existing clients while expanding the existing client base
cr gestione

MANAGE A SUSTAINABLE BUSINESS

  • Long-term management and positioning of the company
  • Balancing operational risk and financial risk while creating value for stakeholders
  • Awareness of costs and risks
cr gestione

NURTURE A STRONG ENTREPRENEURIAL CULTURE

  • Maintaining a significant employee ownership
  • Open-mindedness and curiosity
  • Promoting and supporting well-planned initiatives
cr gestione

INTEGRITY

  • Maintaining the highest ethical standards
  • Strengthening moral values
  • Leading by example at every level of the organisation
cr gestione

VALUE OUR PEOPLE

  • Developing and retaining managers and employees with high potential
  • Offering a broad range of internal opportunities and training
  • Focusing on quality of the working environment
  • Recruiting and promoting on the basis of merits