Individuals

Investing with EQ

Investing with EQ

We specialise in taking all the hassle out of investing. Our in-house team offers a wide range of sustainable investment solutions which can be tailored to suit your goals. We’ll provide all the advice you need, so you can just sit back and check your performance online, anytime.

We make sustainable investing easy

We build your investment plan around you. By getting to know you, we can create and manage a portfolio that you can be proud of. We care about you and your money.

Our investment approach

Our investment process reflects industry best practices. Your portfolios are globally diversified, designed around you, and are the main vehicle to help you get where you need to be.

Step 1
The big picture

The most important decision we make as Portfolio Managers is the distribution between each of the main types of investment such as:

Equities, Bonds, Commercial Property, Commodities, Alternatives

The amount we invest in each will vary depending on the level of risk you are happy to take and on our opinion of the relative attraction of each asset. Typically we will reduce the amount invested in Equities for lower risk profiles.
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Step 2
Fund selection

The most important decision we make as Portfolio Managers is the distribution between each of the main types of investment such as:

Equities, Bonds, Commercial Property, Commodities, Alternatives

The amount we invest in each will vary depending on the level of risk you are happy to take and on our opinion of the relative attraction of each asset. Typically we will reduce the amount invested in Equities for lower risk profiles.
Invest now

Step 3
Portfolio construction

The most important decision we make as Portfolio Managers is the distribution between each of the main types of investment such as:

Equities, Bonds, Commercial Property, Commodities, Alternatives

The amount we invest in each will vary depending on the level of risk you are happy to take and on our opinion of the relative attraction of each asset. Typically we will reduce the amount invested in Equities for lower risk profiles.
Invest now

Step 4
Monitoring and rebalancing

The most important decision we make as Portfolio Managers is the distribution between each of the main types of investment such as:

Equities, Bonds, Commercial Property, Commodities, Alternatives

The amount we invest in each will vary depending on the level of risk you are happy to take and on our opinion of the relative attraction of each asset. Typically we will reduce the amount invested in Equities for lower risk profiles.
Invest now

Download Guide: Introducing EQ

This 'Introducing EQ' guide will explain how we can help you achieve your goals with our range of financial planning and investment management services.

If you need any help, we’re always here for you. That’s finance on a first name basis.

© 2021 EQ Investors Ltd. Company registered in England and Wales (No.07223330). EQ Investors Limited is authorised and regulated by the Financial Conduct Authority (Ref. 539422). UK Investors only.