About Aequitax SA

AEQUITAX S.A., a Swiss company headquartered in Lugano (Switzerland), is specialized in the recovery of withhoding tax (WHT) on financial investments – including indirect holdings, often excluded from traditional reclaim processes.
Recognized as a European leader in this highly specialized field, Aequitax provides global legal, tax and banking expertise through a trusted international network of professionals.

A Proven Leader in Withholding Tax Recovery

Founded in 2004 and headquartered in Lugano, Switzerland, Aequitax S.A. is a specialized firm focused exclusively on the recovery of foreign withholding taxes for global institutional investors. With more than two decades of experience, our team understands every technical detail and statutory deadline that can affect your claims — ensuring precision, speed, and compliance across jurisdictions.

Independent, Expert, and Trusted

We are 100% privately owned by our management team and operate independently. This structure guarantees neutrality, total alignment with client interests, and a laser-sharp focus on cross-border tax recovery — free from conflicts or third-party pressures.

Global Presence, Local Precision

Hedquartered in Lugano and with subsidiaries in Zurich, Monaco, Luxembourg and other major European financial hubs, Aequitax serves over 100 institutional clients across Europe and their global structures. Our multilingual team navigates the complexities of international tax law with agility and accuracy.

What Makes Us Different

• We are the only provider worldwide capable of reclaiming WHT on indirect investments in the U.S., unlocking a value that often exceeds all other markets combined.
• We manage the entire reclaim process from A to Z: legal analysis, filing, follow-up, and litigation if necessary.
• We pursue the shortest possible recovery timelines, with continuous tracking from claim to reimbursement.
• We have deep experience with complex structures such as pension funds and investment vehicles across multiple jurisdictions.

A Pure Success Fee Model

Our compensation model is 100% aligned with your success. We operate on a pure success fee basis:

• ❌ No up-front costs
• ❌ No hidden fees
• ✅ Litigation expenses fully covered
• ✅ We are paid only after the refund reaches your account

This approach ensures maximum transparency, minimal risk, and full alignment of interests.

Trusted by Leading Institutions

Aequitax is a trusted partner to leading custodians, asset managers, and pension funds across Europe. References are available upon request.

Company milestones