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EQ has a deep and broad team of investment professionals. On average the number of years experience is 13, with specialisms including strategic and tactical asset allocation, manager selection, impact and ESG investing.
As EQ’s Head of Investment, 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.
Mike heads up the investment management team. After completing his BSc in Chemistry at the University of London in 1985, he started his career in the financial markets as a bond trader before attending the Cranfield School of Management to complete an MBA in 1996. Mike joined Bestinvest in 1997 and helped launch the private client discretionary investment team in 2003. The service proved to be a success with clients, and the team went on to win both performance and client service awards.
Mike joined EQ Investors in March 2016 with a mandate to protect the core values of providing clients with the very best possible service & investment performance. He is a Chartered Fellow of the Chartered Institute of Securities & Investments.
Outside of the office, Mike enjoys sport and martial arts and is a keen amateur pilot. In 2008, he participated in the Round Britain Powerboat race and still enjoys occasional outings in competitive motorsport.
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.
Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a CFA charter holder, being a regular member of the CFA Institute and CFA UK. He began his career in investments in 2002, gaining experience as a portfolio manager and senior analyst of global capital markets. His experience spans multiple asset classes, constructing portfolios with varying risk/return objectives and active risk management processes.
Kasim is the portfolio manager for the EQ Investors Best Ideas portfolios. He is an active member of the investment management, strategic asset allocation and fund selection committees.
When not immersed at work, Kasim often finds himself stumped and constantly amazed by his young daughter at home. He also enjoys spending time in the kitchen practising his “cheffy” skills with both European and Asian cuisine, reflecting his mixed background.
Daniel is an Investment Manager in the Bespoke Discretionary Management team. 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.
Andrew is an Investment Manager in the Bespoke team. He joined EQ Investors from Tilney Bestinvest where he was an Associate Director of Investment Management. Andrew’s area of expertise is managing bespoke portfolio mandates for private clients, Trusts, Charities and large Family office accounts.
Andrew has a Masters in Wealth Management from the Chartered Institute for Securities and Investment, a MSc in Finance and Investment from BPP Business School in London and a BA from McGill University in Canada.
Outside of the office Andrew enjoys spending time with his young family and golden retriever. His hobbies include golf, running and wine.
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 investment ideas within US, global and thematic equities, as well as government, investment grade and high yield fixed income sectors. 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.
John is the CEO 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.
Paul is a chartered accountant with a maths degree from Durham University and acts as the Financial Director of EQ. He has held a similar position in a number of regulated financial services companies, including Bestinvest and SharePeople Group and also holds several non-executive directorships.
Outside of work Paul is a passionate sailor and has been the Commodore of his local club in recent years.
Mark is an Executive Director at EQ Investors responsible for the advisory and wealth management sides of the business; he is also charged with developing new distribution channels for the business. He has 30 years’ experience in senior executive positions within the wealth management, pensions and employee benefits sectors and was previously the Group Chief Executive of the Broadstone Group of companies before selling the group in May 2016 to private equity.
Leo has worked in financial services for over thirty five years and feels that the reason he joined the profession was to make ideas and solutions both more accessible and understandable, having had less than positive experiences himself as a consumer.
Wherever people are on their financial journey with a need to be addressed or even perhaps a second opinion, he believes an accessible solution is achievable and would like the opportunity to help you.
Leo is married with two children. In addition to his family, Leo’s other interests include comedy and following his respective football and rugby teams.
Nath began his career in financial services working for DST Global Solutions (now part of SS&C) as tech support for a range of middle and back office applications for institutional asset managers and banks before moving on to become a principal developer on portfolio management, performance, risk and attribution software.
He made the jump from institutional to retail wealth management when moving to EQ in 2015 where he is now responsible for overseeing IT infrastructure, IT operations and development of in-house software.
Ben joined EQ in 2015 and has over 17 years’ of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy.
Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.
Chris has worked within the financial services industry for over 10 years, starting off at Halifax Bank of Scotland, moving onto Positive Solutions and then to Croydon-based Creative Benefits.
Chris is married with a young daughter. Outside of work he likes to take advantage of the London scene and goes to a lot of live comedy, music and theatre.
Chris is also into sport (mainly football, tennis, American football and cycling). Despite living near Watford he is still a season ticket holder for his beloved Newcastle United.
It is aimed at those looking for sustainable discretionary investment management, with >£1m to invest.
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