Friday, February 8, 2019
Wealth majors sign to Defaqto founder’s vetting service
EQ is named as one of the firms that has signed up for the new DD|hub service. 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.
Monday, February 4, 2019
WealthBriefing European Awards 2019
EQ has been shortlisted in the corporate social responsibility category for the second successive year. Read more
Saturday, February 2, 2019
The Times – Why the wealthy are stashing cash
Includes figures from EQ highlighting that someone keeping £100,000 in cash over 15 years rather than investing it in the stock market would end up with a sum of £125,000, compared with £193,000. Read more
Saturday, February 2, 2019
The Times – Portfolio Therapy: where should I put the cash from my buy-to-let?
In the latest Times Portfolio Therapy, EQ's Jeannie Boyle advises a reader who is fed up of being a landlord. Read more
Friday, February 1, 2019
How can investors partner with businesses to make a better world?
Through the EQ Positive Impact Portfolios, we have shown that every investor can make a positive impact on society and the environment through their investments. Read more
Thursday, January 31, 2019
How to set up a lasting power of attorney to protect your investments
The importance of registering a Lasting Power of Attorney (LPA) has grown since the pension reforms of 2015, explains Jeannie Boyle, director and Chartered Financial Planner at EQ Investors. Read more
Wednesday, January 30, 2019
Train v Smith, or… – wealth managers’ top global funds
EQ's Tertius Bonnin, names his favourite global equity fund. Read more
Saturday, January 26, 2019
The Times – how to protect yourself from the unexpected
Falling ill or having an accident doesn’t have to become a financial burden on you or your family. Read more
Friday, January 25, 2019
How can advisers help clients plan for an early retirement?
EQ's Jeannie Boyle, discusses how advisers help clients plan for an early retirement. Read more
Tuesday, January 22, 2019
ETFs account for almost half of passive assets in Europe
EQ Investors uses index funds for model portfolios and ETFs for some of its bespoke portfolios in both core and satellite positions, says head of investing Sophie Kennedy. Read more
Monday, January 21, 2019
5 Top Financial Planning Tips For 2019
Jeannie Boyle, Director & Chartered Financial Planner at EQ, provides 5 top financial planning tips to help you on the right path to a financially sound 2019. Read more
Thursday, January 17, 2019
New Model Adviser podcast
EQ Investors executive director Jeannie Boyle joined New Model Adviser for this conference special on the health of advice. Read more
