EQ has published a 10-step guide to help you get on track with your investments. ...more
Introducing EQ Investors
The Financial Times' FT1000
What makes us different?Financial advisers have a poor reputation but I am certain that EQ is different. For more than 30 years I have set out to provide a rigorous research based approach to investment, coupled with excellent client service. That approach worked well at Bestinvest, which I founded in 1986. It became one of the most successful companies in the sector and set standards that have now been widely adopted. Those principles are just as valid today and form the core of the EQ philosophy.
We make every effort to align our interests with those of our clients. We only profit from the relationship if clients remain with us for the long term and feel confident to recommend us to friends and family. That's our biggest source of new clients. And since we are a staff owned business, you can be confident that our turnover of staff will remain low so you can build up a close relationship with your adviser.
Join the club
We already advise thousands of clients and have a thriving business that seeks to be the best, not the biggest. I’d like to invite you to become a client of EQ and to help you achieve your financial objectives.John Spiers
Admirably level-headed fund managersAnthony Hilton, Evening Standard
not the biggest
We’re the right size
In Wealth Management Big does not usually mean Better. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and for us to unearth the hidden gems that often generate higher returns. You can view the performance of our Model Portfolios here.
Only pay for what you need
Many financial advisers offer a fixed level of service. We don’t work like that at all. You’ll pay for what you really need and can be confident that it’s great value for money. Find out more…
We treat our clients as individuals, not account numbers
EQ stands for Emotional Quotient, a measure of ability to recognise people’s emotions. Our service is tailored to reflect your needs, not to maximise our profit margin. Our advisers won’t take on more clients than they can service well – we want to establish lifelong relationships with clients, not just an initial
What you see is what you get
Our objective is to inform, not confuse you, so we will always try to communicate in plain English, avoiding unnecessary jargon. We have built a market leading client portal so you can check your portfolio whenever you wish, compare the performance with how much you have contributed or against a benchmark and store all of your assets and liabilities in a Personal Balance Sheet. You can even use the Amazon Echo to access it. Test it out here
We’re in control of our destiny
Unlike many of our competitors we have no external shareholders, nor do we have any intention of ever selling our business. That means we can take long term decisions unhindered by any requirement to meet financial targets. You can be confident that there will not be a change of ownership in the future and that the person you deal with at EQ is likely to be here for a long time.
We have the best staff
Of course every company will say that. We do it by supporting all of our employees in an environment that celebrates quality and sustainability over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status. Learn more about our staff
Sense of a wider community
EQ is proud to be one of the first UK companies to be awarded B Corporation status, an internationally recognised standard for companies that believe in business as a force for good. We operate a Matched Giving programme to help our clients and staff raise extra funds for their favourite causes and we have set up the EQ Foundation as a registered charity. Our Positive Impact Portfolios are a unique proposition for clients who care about how and where their money is invested.
Uncertainty around the continuation of UK tax reliefs for Venture Capital Trusts has driven several funds to announce large fundraises early this year. ...more
Different elements need to come together for a financial plan to make sense. Protection cover is an essential, if sometimes overlooked, part of the jigsaw! ...more
70 years after independence from Britain, India is now the world's seventh largest economy, valued at £2 trillion. ...more
EQ in the news
Chief Executive, John Spiers is quoted in this piece which looks at why conditions are ripe for a return to the value style of investing. ...more
EQ has been named as a 'best for customers' honoree in the B Corporation best for the world 2017 list. ...more
“The end goal is to generate the best return for a given risk profile. Having a like or a dislike for active or passive is not helpful,” says Mike Neumann, head of investment management at EQ (paywall). ...more
Jeannie Boyle advises a family of four moving back to the UK. ...more