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Bespoke Investment Portfolios

Our Bespoke team partner with advisers and intermediaries to offer support and expertise on sustainable investing, tailored to your clients' needs.

As thought leaders in the sustainable space, we can help you and your clients stay ahead of the curve. We specialise in the transition of existing portfolios to a more impactful approach.

A plan as unique as your clients

What do we offer

01

An end-to-end bespoke investment solution including custody, discretionary management, and reporting.

02

Portfolios can be individually tailored to each client, and managed around specific tax constraints.

03

Investment impact and performance is available online via the EQ Portal with secure document sharing via the EQ Vault.

Reporting

Detailed analysis and reporting on impact is an integral part of our service. Our client portal offers a breakdown of the impact your investments have made over the last twelve months.

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Let's talk

Get in touch to find out how a partnership with EQ could work for your clients.

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