Meet the team

Meet the EQ Team 2020

Meet the talented team of people behind EQ Investors. We’re proud to be a staff-owned business.

Financial planners

Jeannie has been working in financial services for over 14 years. She joined EQ…
Jeannie Boyle
Executive Director
Angus is a director of EQ and has been working in Financial services for…
Angus Branfield
Executive Director
Peter has been helping clients since 1980. He specialises in all aspects of private…
Peter Brennan
Chartered Financial Planner
Freddie is a Chartered Wealth Manager. He joined EQ in 2015 having gained experienced…
Freddie Cleworth
Chartered Wealth Manager
Steve has spent most of his career in the wealth management profession, dealing mainly…
Steve Hollis
Client Director
Mark is a director of EQ with over 25 years’ experience in financial services.…
Mark Kenner
Matthew started his financial services career working in alternative investments for a large advisory…
Matthew Lewis
Chartered Financial Planner
Katharine started her career in 1998 in PwC’s financial planning team. She joined EQ…
Katharine Lindley
Chartered Financial Planner
Andrew has over 35 years’ experience in the financial services profession. He started in…
Andrew Meade
Chartered Financial Planner
Victoria has worked in Financial Services for a number of years and joined EQ…
Victoria Rutland
Chartered Financial Planner
Dale has been working in financial services for over 10 years. Her career started…
Dale Scorer
Financial Planner
Toby’s route to financial services was by no means traditional. After completing his Economics…
Toby Walker
Client Director

Investment management

As joint-CEO, Sophie has oversight and responsibility for all aspects of EQ’s investment activities.…
Sophie Kennedy
Victoria is Head of Fund Research at EQ Investors, having joined in 2020 from…
Victoria Hasler
Head of Fund Research
Mike heads up the investment management team. After completing his BSc in Chemistry at…
Mike Neumann
Head of Investment Management
Damien has an MSc in Management from Reims Management School and an MSc in…
Damien Lardoux
Head of Impact Investing
Kasim is Chief Investment Strategist and the portfolio manager for the EQ Best Ideas…
Kasim Zafar
Chief Global Investment Strategist
Daniel is Head of Sustainable Investment Management. He joined EQ Investors from Quilter Cheviot,…
Daniel Bland
Head of Sustainable Investment Management
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
Senior Sustainability Specialist
Matt Hardy
Business Development Manager
Tertius joined EQ in 2016 and is responsible for covering global and thematic equity…
Tertius Bonnin
Investment Analyst
Andrew joined EQ in September 2020 and is responsible for coverage across Asia, Emerging…
Andrew Cheung
Investment Analyst
Arjun Wariabharaj
Investment Analyst

Client support

Mario Angeli
Senior Administrator
Matthew Buckingham
Zoe has worked in financial services since 2002. She is very passionate about financial…
Zoe Brett
Senior Technical Consultant
Caroline Brown
Head of Administration
Owen Catling
Client Relationship Manager
Ryan Hamilton
Lindsay joined EQ’s Technical Consultants team in January 2015, having worked in financial services…
Lindsay John
Senior Technical Consultant
Hamed Kone
Operations Administrator
Will Maloney
Technical Consultant/Paraplanner
Kasia Saunders
Technical Consultant
Mathuri Thambipillai
Michelle de Vry
Technical Consultant
Emma Woods
Senior Administrator

Management & support

John is the Chair of EQ. After gaining an MA in Engineering at Clare…
John Spiers
Paul is a chartered accountant with a maths degree from Durham University and acts…
Paul Trueman
Finance Director
Mark is a Joint-CEO at EQ Investors responsible for the advisory and wealth management…
Mark Howlett
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
Simon Noakes
Head of IT
Ben joined EQ in 2015 and has over 17 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
Head of People Development
Stefan Martyn
Marketing Assistant
Simon is a Non-Executive Director of EQ and started his career in the Royal…
Simon Callaghan
Non-Executive Director
Raphael Enoma
Junior IT Administrator
Matt returned to the UK in 2019 after travelling the world on and off…
Matthew Gould
Insight & Impact Specialist (EQ Foundation)