What makes us different?
The optimum size
In Wealth Management Big
does not necessarily mean Better
. In fact it often means the opposite. EQ is large enough to provide a full range of services but small enough for every client to feel important and to unearth the hidden gems that often generate higher returns.
In control of our own destiny
Unlike many of our competitors we have no external shareholders, nor do we have any intention of ever selling our business. That means we can take long term decisions unhindered by any requirement to meet financial targets. You can be confident that there will not be a change of ownership in the future and that the person you deal with at EQ is likely to be here for a long time
Clients are people, not numbers
EQ stands for Emotional Quotient
, a measure of our ability to recognise people’s emotions. It reflects our intention to treat all people: clients, staff, suppliers, as human beings and to value their feelings.
The best staff
Our main role is to make your investments work as hard as possible and support that with advice that helps you achieve your objectives. We do that by employing the best staff and supporting them in an environment that celebrates quality over quantity. Our portfolio managers are Chartered Financial Analysts and our firm has Chartered Financial Planning status. Learn more
Commitment to service
The interests of our clients always rank ahead of other considerations. We aim to win awards for the quality of our service and our investment performance, not our rate of growth. We are looking to establish lifelong relationships with clients, not just an initial transaction.
We will always try to communicate with you in plain English, avoiding unnecessary jargon. Our objective is to inform, not confuse. We have built a market leading client portal so that you can check the performance of your portfolio every day if you wish. Test it out here
Sense of a wider community
At EQ we have a strong sense of being a member of a wider community. We are proud to be one of the first UK companies to be awarded B Corporation
status, an internationally recognised standard for companies that believe in business as a force for good.
We operate a Matched Giving
programme to help our clients and staff raise extra funds for their favourite causes and we have set up the EQ Foundation
as a registered charity.
Our Positive Impact Portfolios
are a unique proposition for clients who care about how
their money is invested.