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
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.
Step 2
Fund selection
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.
Step 3
Portfolio construction
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.
Step 4
Monitoring and rebalancing
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.
Find the right portfolio for you
Best Ideas
Identifies up and coming investment themes and profits from the resulting opportunities. Integrates sustainability factors commonly referred to as ‘ESG’: environmental, social and governance.
Future Leaders
Combines the growing preference for socially responsible portfolios with the increasing popularity of low-cost passive funds.
Positive Impact
Our flagship impact investing strategy, designed around the UN Sustainable Development Goals.
Climate Action
Align your financial goals with the global effort to reduce climate change risks and reach net zero.
Bespoke
Designed for clients who want a fully personalised investment portfolio offering a unique blend of strategies.
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.
