Thursday, March 14, 2019
Portfolio clinic: set your asset allocation and then choose investments
EQ's Freddie Cleworth advises a reader looking to fund early retirement and pay down his mortgage, 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, March 13, 2019
“We must urgently raise awareness of ethical investment”, say money managers
“The evidence of recent years suggests there is no need to sacrifice return by taking this approach.” says EQ's Ben Faulkner. Read more
Tuesday, March 12, 2019
Pension, LISA: what’s the difference?
Jeannie Boyle discusses the benefits of the Lifetime ISA. Read more
Friday, March 8, 2019
Trim your tax bill: 10 tactics
As the new tax year looms, EQ's Jeannie Boyle outlines some ways to reduce your tax bill. Read more
Thursday, March 7, 2019
Impact investing: 3 real world examples from EQ Investors
Find out more about how EQ maps its Positive Impact Portfolios against the United Nations’ Sustainable Development Goals. Read more
Thursday, March 7, 2019
Wealth managers’ dream business partners
Sophie Kennedy, Head of Investment at EQ outlines who her ideal business partners would be. Read more
Thursday, March 7, 2019
I want to start a pension for my four-year-old daughter – how should I go about it and is it worth it?
EQ's Freddie Cleworth, advises a reader looking to open a Junior SIPP. Read more
Thursday, March 7, 2019
Girls just want to have funds: 11 rising stars of asset management
EQ's Sophie Kennedy recommends some up-and-coming female fund managers for International Women’s Day. Read more
Thursday, March 7, 2019
2019 Be The Change Awards
EQ is a finalist in the 'Business Services' category. Read more
Wednesday, March 6, 2019
Ethical investing: A savings strategy for those who want their money to be used as a force for good
EQ is featured in this article that looks at what it means to invest ethically. Read more
Tuesday, March 5, 2019
EQ Investors’ Kennedy warns on rise of ‘impact-washing’
Sophie Kennedy, head of investment at EQ Investors, has shared concerns that many ESG funds do not actually positively impact the environment or society. Read more
Friday, March 1, 2019
The ‘use it or lose it’ pension opportunity for high earners
As we approach the end of the tax year, there are a few ‘use it or lose it’ opportunities. EQ Investors’ head of technical Dan Atkinson outlines one for higher earners to consider. Read more
