EQ bags crack new investment team

EQ is delighted to announce a number of senior hires to support the launch of a new bespoke investment service aimed at private clients, companies and charities with lump sums of £750,000 or more.

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Ben Faulkner, 2nd March 2015

The new service, which will be launched in May, builds on EQ’s already successful investment process and allows much greater customisation of portfolios to cater for individual client preferences and tax optimisation.The new service will be supported by a highly experienced specialist team, which has been recruited in recent weeks. The team includes:

  • Mike Neumann – Previously director of investment management at Bestinvest
  • Daniel Bland – Previously investment manager at Quilter Cheviot
  • Andrew Rees – Previously associate director and investment manager at Bestinvest
  • Katharine Lindley – Previously director of financial planning at Bestinvest and multiple prize winner
  • Sophie Muller – Previously associate director and fund research analyst at Bestinvest
  • Kate West – Previously senior investment administrator at Bestinvest

About the author: Ben Faulkner

Ben joined EQ in 2015 and has over 17 years of experience across the pensions, financial technology and wealth management sectors. At EQ, he is responsible for developing, managing and implementing the marketing communications strategy. Outside of work, Ben’s two daughters keep him busy. He enjoys keeping fit, especially running and cycling along the Pilgrim’s Way.

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