Newsroom

EQ features regularly in the mainstream media and in trade publications: here is a selection of recent articles featuring commentary by the team.

How to give away money now to beat inheritance tax and keep some control over it with a trust?

Filed under:EQ in the newsTuesday, October 17, 2017

'The main choice you have is whether to give in your lifetime or to leave a legacy,' explains EQ's Jeannie Boyle. Read more

Black Monday Memories: John Spiers on being the ‘last man standing’

Filed under:EQ in the newsMonday, October 16, 2017

30 years on from the great crash of 1987. This is what EQ Investors Chief Executive, John Spiers learnt from the experience. Read more

‘What are the tax implications of giving our Portuguese holiday home to our sons?’

Filed under:EQ in the newsFriday, October 13, 2017

EQ Director, Angus Branfield advises a Telegraph reader on the tax implications of gifting their holiday home. Read more

Let’s get ethical: which saving and investment products allow you to do good and STILL make a healthy return?

Filed under:EQ in the newsThursday, October 12, 2017

Damien Lardoux, Portfolio Manager at EQ recommends three impact funds for investors. Read more

Seeking maximum ethical impact

Filed under:EQ in the newsWednesday, October 11, 2017

Jeannie Boyle, Director at EQ Investors, writes in FT Adviser about the growing interest in impact investing.
Read more

‘I have a pension worth £208,000 but can’t find a financial adviser’

Filed under:EQ in the newsThursday, October 5, 2017

Dan Atkinson responds to an i newspaper reader looking to transfer his final salary pensions. Read more

Sustainable: The podcast

Filed under:EQ in the newsWednesday, October 4, 2017

Jeannie Boyle discusses how managing money with a social and environmental focus can make us feel good, provide a better investment return and help to create a more sustainable world. Read more

Green bonds are crying out for global standards

Filed under:EQ in the newsWednesday, October 4, 2017

Portfolio Manager, Damien Lardoux explores this exciting and fast growing new asset class. Read more

The Times: Portfolio Therapy – ‘I want to help my son in Japan’

Filed under:EQ in the newsSunday, October 1, 2017

EQ Director, Angus Branfield advises a Times reader looking to help pay for her grandson's education. Read more

Social Investment Academy: Time to connect

Filed under:EQ in the newsFriday, September 29, 2017

EQ Portfolio Manager, Damien Lardoux, will be speaking at the Worthstone Social Investment Academy in November. Read more

John Spiers: cap DB transfer advice charges

Filed under:EQ in the newsThursday, September 28, 2017

EQ Chief Executive, John Spiers suggests a cap on DB transfer advice could solve some of the problems surrounding final salary pension transfers. Read more

The Times: Looking for a safe haven? It doesn’t have to be gold

Filed under:EQ in the newsSaturday, September 23, 2017

There are other places to gain shelter from a storm, says EQ Investment Manager, Dan Bland. Read more

Wealth managers reveal their biggest concerns

Filed under:EQ in the newsFriday, September 22, 2017

EQ's Josh Seager discusses the macro-economic backdrop between now and the end of the year. Read more

The Times: Go for value – why unloved shares are back in favour

Filed under:EQ in the newsSaturday, September 16, 2017

Chief Executive, John Spiers is quoted in this piece which looks at why conditions are ripe for a return to the value style of investing. Read more

The 2017 Best for the World Honorees

Filed under:EQ in the newsThursday, September 14, 2017

EQ has been named as a 'best for customers' honoree in the B Corporation best for the world 2017 list. Read more

Passives gain traction in UK adviser portfolios

Filed under:EQ in the newsWednesday, September 13, 2017

“The end goal is to generate the best return for a given risk profile. Having a like or a dislike for active or passive is not helpful,” says Mike Neumann, head of investment management at EQ (paywall). Read more