A deferred compensation services provider, specialising in the design, implementation and administration of deferred equity plans.
Equatex’s customers include large global corporates across different industries including pharmaceuticals, engineering, financial services, consumer products and software.
The company was initially set up to serve internal UBS deferred compensation plans but expanded to serve external clients. We acquired it in 2015 as a carve-out from UBS.
Headcount growth during ownership
Assets under management
Participants from 160+ countries
We supported Equatex transform into a completely independent business with robust governance and operations.
It invested in its technology and new products and consolidated its market leading position by winning new customers and making selective acquisitions.
A formal sale was initiated in 2018 and, after a competitive process, Equatex was sold to Computershare, an Australian stock transfer company.