Meet the team

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 12 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
Simon is a director of EQ and started his career in the Royal Navy…
Simon Callaghan
Executive Director
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
Executive Director
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
Ian started his career in financial services in 1983 in South Africa with Old…
Ian McKenzie
Client Director
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
Toby’s route to financial services was by no means traditional. After completing his Economics…
Toby Walker
Client Director

Investment management

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
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

Client support

Dan heads up our team of Technical Consultants who work closely with our advisers…
Dan Atkinson
Head of Technical
I work with our team of advisers to produce clear and straightforward recommendations for…
Alexandra Dennis
Senior Technical Consultant
Lindsay joined EQ’s Technical Consultants team in January 2015, having worked in financial services…
Lindsay John
Senior Technical Consultant
Michelle de Vry
Technical Consultant
Bo has been working in Financial Services since graduating from the University of East…
Bosun Kamson
Technical Consultant
Mario Angeli
Senior Administrator
Caroline Brown
Senior Administrator
Emma Woods
Senior Administrator
Owen Catling
Corporate Benefits Planner
Claire Nash
Corporate Administration Manager
Berni Pring
Matthew Buckingham
Ryan Hamilton
Sue Hibberd
Hamed Kone
Operations Administrator
Mathuri Thambipillai

Management & 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
Vanda is an Executive Director at EQ with responsibility for the day-to-day leadership and…
Vanda Cox
Executive 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
Naomi Friend
Client Director
Raphael Enoma
Junior IT Administrator