Bringing you live news and features since 2006 

‘EQ bespoke’ investment service open for business

RELATED TOPICS​

EQ Investors (EQ) the boutique wealth manager led by John Spiers has launched its bespoke investment service for high-net-worth individuals, companies and charities with over GBP750,000 to invest. 

Under the new service, each client is assigned a dedicated investment manager with personal portfolio oversight.

The service builds on EQ’s range of discretionary managed model portfolios, providing comprehensive and continuous investment plan management, tailored to a clients’ individual needs and circumstances.

Available on a standalone basis or in combination with EQ’s full financial planning services, the bespoke proposition offers:

• A personal and accountable approach – direct relationship with the investment manager who manages the portfolio
• Tax optimisation across wrappers
• Access to an extended investment universe including closed-ended funds and structured products
• Option to run multiple types of portfolios with different risk profiles and the ability to transition risk profiles on a gradual basis
• Competitive fees including institutional fund management charges
• Secure online portal – 24/7 access to portfolio valuations.

The bespoke team will also be handling institutional accounts, including charities, pensions and trusts. Each of these requires a specialist approach to reflect the specific needs of the organisation.

John Spiers (pictured), CEO at EQ Investors, says: “EQ Bespoke combines a personal service with our research driven approach to deliver a tailored investment solution. We have been very fortunate to attract an extremely strong team to provide this service. Mike Neumann, formerly Director of Investment Management at Bestinvest, will be joining to Head up the service and we already have two highly qualified investment managers in Andrew Rees and Daniel Bland.

“As wealth increases the need for a more bespoke investment portfolio and optimised tax planning rises. We have the resources and expertise to offer this service, and the cost is extremely competitive.”

EQ Investors currently offers a fully advised service through its EQ Wealth division and is planning to launch a simplified advice solution by the end of the year.

Latest News

21Shares AG has announced that the firm has added staking to the 21Shares Cosmos ETP (ATOM) and the 21Shares Avalanche..
EFAMA has published its latest Monthly Statistical Release for May 2024...
Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by