Friday, May 31, 2019
Investing in SDG’s: tackling Ebola and harnessing geothermal energy
The EQ Positive Impact Portfolios use the UN Development Goals as a way to map their impact. Read more
Newsroom
EQ features regularly in the mainstream media and in trade publications: here is a selection of recent articles featuring commentary by the team.
Wednesday, May 22, 2019
Clientology: the battle to convince the IT crowd
EQ’s Victoria Rutland stresses that ‘techy types’ need good financial planning – the earnings potential in their industry means that they are liable to fall foul of tax traps without realising it. Read more
Wednesday, May 22, 2019
Sustainable City Awards
EQ has been shortlisted in the 'managing resources' category for the upcoming Sustainable City Awards. Read more
Wednesday, May 22, 2019
Portfolio clinic: concentration is risky, but this isn’t a bad thing
EQ's Victoria Rutland, advises a reader looking to retire in four years and return to the UK from Switzerland. Read more
Monday, May 20, 2019
Three ways to cut your inheritance tax bill
EQ's Dan Atkinson highlights three ways to cut your inheritance tax bill. Read more
Saturday, May 18, 2019
The Times: Portfolio Therapy – ‘I want to start a new life, but how will this affect my pension’
In the latest Times Portfolio Therapy, EQ's Jeannie Boyle, advises an executive wanting to sell up in London and escape to Devon on managing his funds. Read more
Thursday, May 16, 2019
Moneyfacts Investment Life & Pensions Awards
EQ has been shortlisted in the ‘Best Ethical Discretionary Fund Manager’ category for the 2019 awards. Read more
Wednesday, May 15, 2019
Investment Marketing and Innovation Awards
EQ Investors is a finalist for the Corporate Social Responsibility Award at the Investment Marketing and Innovation Awards organised by Investment Week. Read more
Tuesday, May 14, 2019
10 wealth managers go on a spring clean
Daniel Bland, Investment Manager at EQ reveals how he has freshened up portfolios this spring. Read more
Tuesday, May 14, 2019
Financial Planning Today: How Paraplanners are setting the agenda
Lindsay John, one of our senior Paraplanners at EQ Investors, graduated recently as a Fellow of the Personal Finance Society. Read more
Monday, May 13, 2019
Six alternative trusts for genuine diversification
EQ's Mike Neumann recommend Greencoat Renewables for investors looking to expand their portfolios. Read more
Monday, May 13, 2019
The importance of being earnest on impact
Damien Lardoux, head of impact investing at EQ explains why, as many investors rush to do good with their money, it is important to ensure a manager can back up their claims. Read more
