Bringing you live news and features since 2006 

‘EQ bespoke’ investment service open for business


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

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
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