Services Provided
- Discretionary
- Advisory
- Execution
Location
- 2 UK Locations
Investment
- Wealth Manager, Investment Manager
- Founded 2014
Pooled Accounts
- Not offered
Segregated Accounts
- Minimum Account £1M
- Assets Under Management £70M
- Number Of Clients 10
About EQ Investors
EQ Investors (EQ) is a B Corp investment manager focused on sustainable investing. You can be confident that our qualified advice and investment approach ensure your charity’s assets align with its values, support its goals, and enable trustees to fulfil their duties when making investment decisions.
- Our dedicated charity team takes full accountability for every aspect of your organisation’s investments. We work closely with you to understand your charity’s purpose and objectives, providing tailored investment solutions and an appropriate balance of assets.
- We consider your charity’s attitude to risk, financial position, liabilities, and cash flow needs – ensuring that your investments are fully aligned with your mission and long-term goals.
- We support you as trustees in making informed decisions, giving you increased confidence through ongoing advice and clear communication.
- We report not only on financial performance but also use our in-house reporting to demonstrate that your charities assets are aligned with its stated purposes.
Our Philosophy
We provide discretionary and advisory portfolio management services, built on an institutional grade, diversified, multi-asset, and multi-manager investment approach.Our offering is distinguished by a specialist team with deep expertise in sustainable investing. This uniquely experienced group is dedicated to finding investments that align with rigorous impact and sustainability standards.
We go beyond surface-level screening. Our team cover the entire universe of available funds, conducting detailed analysis down to the company level. We not only look for alignment with sustainability goals but also for:
- Robust investment strategies.
- Proven fund manager ability, and;
- A strong track record of delivering both impact and performance.
The result: We build portfolios using high-conviction funds that meet strict criteria, aiming to deliver strong returns and drive meaningful positive change.