EQ Investors (EQ), a B Corp wealth manager, has passed GBP1 billion in assets under management (AuM).In the past five years, EQ which is located in the City of London, has grown from a team of 45 and GBP400 million AuM to a workforce of 62 and over GBP1 billionn of AuM, without making any acquisitions.
The landmark figure follows growing interest in sustainable investing and a rapid rise in demand for EQ’s Positive Impact Portfolios, both from private clients and financial advisers. The portfolios are a more inclusive offering than traditional investments, attracting a higher proportion of female investors, and are also more attractive to younger investors.
John Spiers, Chief Executive, at EQ, says: “We are immensely proud that our clients have entrusted us to manage over GBP1billion of assets on their behalf.
“Over the last five years, our emphasis on doing things the right way has struck a chord with people who are tired of being treated as numbers by organisations only interested in getting bigger. In contrast, we try every day to get better.
“I’d like to thank all of our clients and the EQ team for contributing to our success. The solid foundations we’ve laid down and the investments we have made in our business should support significant further growth.”
EQ offers clients a full investment and financial planning wealth management service, a telephone & online service for those with straightforward investment-only needs and its popular Positive Impact Portfolios are available as a DFM service for financial advisers.