Our expertise

EQ has a deep and broad team of investment professionals. On average the number of years experience is 13, with specialisms including strategic and tactical asset allocation, manager selection, impact and ESG investing.

Dan Bland and Naomi Friend lead our bespoke investment management service. Kasim Zafar is our asset allocation specialist and Damien Lardoux heads up our impact investment proposition. Responsible investing (ESG and impact) is fully integrated, with sector specialists taking responsibility for fund manager research in each of their respective areas. Louisiana Salge is responsible for our award winning impact reporting.

Investment team

Sophie is responsible for the research agenda across EQ, leading a six-strong team that…
Sophie Kennedy (née Muller)
Head of Investment
Mike heads up the investment management team. After completing his BSc in Chemistry at…
Mike Neumann
Head of Investment Management
Naomi Friend
Client Director
Simon Moore has been an investment trust analyst since 1994 and has worked with…
Simon Moore
Consultant Senior Investment Analyst
Damien has an MSc in Management from Reims Management School and an MSc in…
Damien Lardoux
Head of Impact Investing
Kasim graduated with a BSc (Hons) in Physics from Imperial College and is a…
Kasim Zafar
Chief Global Investment Strategist
Daniel is an Investment Manager in the Bespoke Discretionary Management team. He joined EQ…
Daniel Bland
Investment Manager
Andrew is an Investment Manager in the Bespoke team. He joined EQ Investors from…
Andrew J. Rees
Investment Manager
Louisiana joined EQ in October 2018 after completing a masters in sustainable business at…
Louisiana Salge
Impact Specialist
Tertius joined EQ in 2016 and is responsible for covering investment ideas within US,…
Tertius Bonnin
Investment Analyst
Michael is responsible for covering strategies across Absolute Return, Alternatives & Fixed Income, in…
Michael Born
Senior Investment Analyst
Arjun Wariabharaj
Junior Investment Data Analyst
Briegel Leitao
Fund Research Analyst
Gary He
Trainee Investment Manager
Hamed Kone
Operations Administrator

Management and support

John is the CEO of EQ. After gaining an MA in Engineering at Clare…
John Spiers
Chief Executive
Paul is a chartered accountant with a maths degree from Durham University and acts…
Paul Trueman
Finance Director
Mark is an Executive Director at EQ Investors responsible for the advisory and wealth…
Mark Howlett
Executive Director
Leo has worked in financial services for over thirty five years and feels that…
Leo Bones
Business Development Consultant
Nath began his career in financial services working for DST Global Solutions (now part…
Nath Papadacis
Head of Technology
Moudjib Boussari
IT / Software Developer
Simon Noakes
IT / Database Manager
Ben joined EQ in 2015 and has over 15 years’ of experience across the…
Ben Faulkner
Marketing Director
Chris has worked within the financial services industry for over 10 years, starting off at…
Chris Bradley
Compliance Officer
Sherina Moorjani
Accounts Administrator
Olusoji Olufunwa
Executive Assistant
Alex Michelsen
Training & Communications
Dan heads up our team of Technical Consultants who work closely with our advisers…
Dan Atkinson
Head of Technical
Raphael Enoma
Junior IT Administrator