020 7488 7188
At EQ Investors we firmly believe that investors can achieve their goals while doing good for people and the planet.
We have a 10-year track record running sustainable portfolios for a wide range of retail and professional clients. We manage active, passive, and bespoke portfolios with over £1.7 billion under management.
We are proud to be a Certified B Corporation (B Corp) and see our purpose as more than just making a profit: we are part of a global community of leaders who see business as a force for good.
Client felt more comfortable with EQ taking the reins on the investment side and was happy with the greater history of past performance, multiple funds but also the alignment to the UN goals and the impact statement Adam Herbert, Director & Chartered Financial Planner at Herbert & Webster
Client felt more comfortable with EQ taking the reins on the investment side and was happy with the greater history of past performance, multiple funds but also the alignment to the UN goals and the impact statement
I must admit that I really like working with EQ. It’s not often that you come across a company that actually do everything they say they will. I also find your level of expertise very reassuring. Exciting times! Jonathan Hailey, Chartered Financial Planner
I must admit that I really like working with EQ. It’s not often that you come across a company that actually do everything they say they will. I also find your level of expertise very reassuring. Exciting times!
Definitely the most interesting investment talk I have been to Max Pieters, Independent Financial Adviser
Definitely the most interesting investment talk I have been to
Our journey over the past decade has been driven by an underlying desire to bring sustainable investing to anyone with an ISA, pension or retirement account.
We invest in industry leaders based on Environmental, Social and Governance (ESG) standards, and companies whose products and services are helping to achieve the UN Sustainable Development Goals.
Alongside a group of global B Corporations, we have committed to become a net zero carbon emission business by 2030. In doing so, we take responsibility for supporting the objectives of the Paris Climate Agreement to limit global warming to well below 2°C above pre-industrial levels.
We have developed a net zero strategy to guide our business along the decarbonisation pathway that we want to target:
As part of this wider effort, we publicly support the recommendations by the Task Force for Climate Related Financial Disclosures (TCFD), and encourage partner firms and investee companies to adopt these.
John is the Chair of EQ. After gaining an MA in Engineering at Clare College, Cambridge he went into the City as a research analyst for 10 years. In 1986 he set up Bestinvest and over the next 20 years it grew to become a leading private client advisory and wealth management business with over 50,000 clients. In 2007 Bestinvest was acquired by 3i.
Since then John has built up a portfolio of other interests, including the establishment of a Foundation to support various charities. He has taken a particular interest in projects aimed to increase the use of Early Intervention to reduce child abuse. He has also retained a close interest in investment, being a Fellow of the Chartered Institute for Securities and Investment and a member of the Investment Committee for Clare College.
John enjoys competitive sport and participates in historic motorsport and international croquet.
As joint-CEO, Sophie has oversight and responsibility for all aspects of EQ’s investment activities. She is chair of the Investment Management Committee and serves on EQ’s Executive Management Team and Board of Directors.
Sophie joined EQ in 2015 as an Investment Analyst, specialising in open and closed-end funds, as well as tax-efficient investments including the Enterprise Investment Scheme and Venture Capital Trusts. Prior to joining EQ, she began her career at Tilney Bestinvest in 2011.
Sophie holds a MSc in Finance & Economics from the University of London and is a CFA Charterholder.
Damien has an MSc in Management from Reims Management School and an MSc in Wealth and Asset Management from ESCP-EAP Paris Business School. He is also a CFA charter holder, being a regular member of the CFA Institute and CFA UK society.
Before joining EQ Investors, Damien worked for Bank of America Merrill Lynch being responsible for asset allocation, security selection and portfolio construction. Damien now acts as the portfolio manager for the EQ Investors Positive Impact portfolios and brings an incredible enthusiasm for spreading the word about the benefits of impact investing.
Damien is a devoted sportsman, playing judo and squash on a regular basis. He also enjoys hiking, both in the UK and to places such as the Himalayas and the Kilimanjaro.
Daniel is Head of Sustainable Investment Management. He joined EQ Investors from Quilter Cheviot, where he managed private client portfolios and developed expertise in specialist fixed interest and equity mandates.
Daniel began his career in Financial Services at RBS after graduating from the University of Nottingham, subsequently joining the investment team at Bestinvest and has over 7 years’ experience as an Investment Manager. He holds a Masters in Wealth Management from the Chartered Institute for Securities and Investment and a personal charter as a Fellow of the Institute.
Outside of the office Daniel enjoys mountaineering and climbing, having climbed in the Andes and across Europe. His other passions are travelling, surfing, cycling and sailing.
Louisiana joined EQ in October 2018 after completing a masters in sustainable business at Imperial College London.
She is now responsible for innovating EQ’s approach to sustainable investing. Louisiana oversees EQ’s ESG and impact integration strategy across all assets, EQ’s stewardship efforts and sustainability data reporting.
Previously, Louisiana graduated from UCL with a BSc in Geography and spent a year working for a Cleantech innovation research company before starting her masters. She now also holds the CFA IMC and CFA ESG Investing qualification.
Outside of her career, Louisiana loves travelling and discovering new places, cooking with friends and spending time outdoors.
Tertius joined EQ in 2016 and is responsible for covering global and thematic equity investment ideas. He also sits on both the fund selection and strategic asset allocation committees while also supporting the portfolio managers across a range of other responsibilities.
The contents are not suitable for retail clients. They are directed at investment advisers and other financial intermediaries who are authorised and regulated by the Financial Conduct Authority (FCA).
Please select below whether you are a professional adviser:
To contact our DFM team please use the form below to send us a message, call us on 020 7488 7188 or email email@example.com.
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