Blue Patch Awards 2019-2020
EQ is an award-winning chartered wealth management firm that believes in doing things the right way and their Positive Impact Portfolios are for people who care how and where their money is invested. Committed to being a staff owned business EQ was 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. One of the fastest growing wealth managers, EQ has over 60 staff and 2,000 clients all around the UK.
Wealth management
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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. Our clients are people, not account numbers
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.
At EQ we recognise our broader obligations to people who have been less fortunate than us and take an active interest in our community. Volunteering All EQ staff are encouraged to donate up to 2 days per year of their time to volunteering initiatives, and we organise a programme of events so that staff can participate as a team. EQ Matched Giving enables you to raise triple the money for your favourite cause.
We are one of the fastest growing wealth managers in the UK but we won’t be selling out – we are committed to being a staff owned business.
Thank you EQ Investors for being generous sponsors of the Sustainable business awards in 2020 and 2021!
We really appreciate your help with the Global Impact Award which has provided encouragement to many entrepreneurs during the pandemic when support has been vital.
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