Tailored investments that work for you
- We'll advise you on how and where to invest, and how much investment risk to take
- We'll build and manage your portfolio on your behalf
- You can choose from a range of investment approaches
- You can log in anytime to check how your investments are doing
- For larger portfolios we offer a fully bespoke service
We make investing easy
Professional, affordable discretionary management
Our investment team looks after portfolios of all shapes and sizes. We can help you choose the right approach, and we can make day-to-day decisions on your behalf.
Choosing investments can seem daunting. Our advisers are always on hand to answer your questions and make sure you are comfortable with how we are managing your portfolio.Our market leading portal gives you 24/7 access to your investments online.
Why we invest in funds
All our model portfolios invest in daily dealt, open-ended investment funds. EQ Portfolio Manager Kasim Zafar explains the benefits of this approach, which enables us to leverage the expertise of fund managers with deep experience of specific markets.
Our bespoke service offers an extended range of investable assets, including investment trusts, zero dividend preference shares, structured products, weekly and monthly dealing funds.
Our investment process
Our investment process reflects global best practice. Click on the steps to find out more: