Wealth Manager - the site for professional investment managers

Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Office Spotlight: EQ Investors, London

Office Spotlight: EQ Investors, London

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:

Email Eleanor (emahmoud@citywire.co.uk) if your office would like to take part in Office Spotlight.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: JM Finn on why the future is with financial planners

Profile: JM Finn on why the future is with financial planners

There is a lot of work on pension consolidation and Sipps have been a big driver there, says JM Finn chief executive

Wealth Manager on Twitter