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Strong organic growth drives increase in assets under management.
EQ Investors (EQ), the B-Corp wealth manager, is pleased to announce that it has reached £1 billion in assets under management (AuM), reflecting the continuing growth of the firm.
In the past five years, EQ which is located in the City of London, has grown from a team of 45 and £400m AuM to a workforce of 62 and over £1bn of AuM, without making any acquisitions.
The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios, both from private clients and financial advisers. The portfolios are a more inclusive offering than traditional investments, attracting a higher proportion of female investors, and are also more attractive to younger investors.
EQ offers clients a full investment and financial planning wealth management service, a telephone & online service for those with straightforward investment-only needs and its popular Positive Impact Portfolios are available as a DFM service for financial advisers.
Have a question about financial planning or investing with EQ? Please email enquiries@eqinvestors.co.uk or call 020 7488 7182, we’re always happy to hear from you.
EQ would like to contact you about the services we offer that may be of interest to you. We treat all personal data as confidential. For more details please see our privacy policy.
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