EQ offers a low cost investment and advice service for people who do not require full financial planning. You can invest entirely online but most clients prefer also to speak with our qualified advisers, either on the phone or in person.
It’s so much more than just ‘robo-advice’
EQ offers discretionary managed services. Your portfolio is managed by our investment professionals, who are constantly reviewing portfolios and rebalancing them regularly as markets move. EQ has an impressive research team that has developed a sophisticated investment management process based on techniques used by successful investors to maximise returns for clients. Our team review thousands of potential funds to find the best combination for our clients. And because EQ is not trying to become one of the biggest managers, we can spot the hidden gems that are too small to interest the large groups but often deliver the best returns.
We were answered immediately by a qualified adviser who dealt with all questions helpfully
Patrick Collinson, The Guardian
Invest as a family to save more – we will aggregate the value of your family savings to determine the fee you pay and then ALL members of the family will pay that rate. So, if you have a portfolio of £96,000 and a child has an account worth £5,000 then you will all benefit from the rate for a portfolio greater than £100,000.
Pay as little as £0.98 per month (based on an investment of £1,000 in the EQ Low Cost Portfolios, including fund charges and VAT). The more you invest, the more you save: pay only 0.49% per annum (including fund charges and VAT) for a Low Cost Portfolio of £1 million+.
EQ offers a choice of investment strategies. We’ve designed these to appeal to a wide range of investors. Each strategy has 10 different risk profiles to reflect your preferences and you can switch between them in the future if your views change.
…bright, thoughtful people
Simon Bussy, Altus