In London since: Oct 2014
Average portfolio size: £400,000
Number in team: 62
Office clients: 1500+
Group assets under management: £700m
Are you bullish or bearish? More bearish than bullish
Top three fund picks:
• Downing Strategic Micro Cap
• Impax Environmental Leaders
• Hermes Global EM
Q&A with John Spiers, chief executive, EQ Investors, London: What is your typical client demographic?
Traditionally, high net worth and over 50s. However, the introduction of our Simply EQ service and the increasing popularity of the EQ Positive Impact Portfolios means we are now appealing to a younger audience.
What differentiates your location?
EQ covers London and the South East, so we benefit from these affluent areas. Based in the City, we also benefit from being at the heart of one of the world’s leading financial centres.
What challenges are facing your area?
It’s a problem facing the entire country – the downgrading of the long-term growth rate of the economy and the potential impact on future finances.
What’s the best thing about living in your area?
An unrivalled mix of history, culture, culinary gems and cutting-edge creativity.
What’s a typical regional saying?
‘There’s another tube strike this week.’
What is your office motto?
Aiming to be the best, not the biggest.
Typical balanced portfolio:
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