EQ Investors, a UK-based wealth manager led by Bestinvest founder John Spiers, has rolled out a new investment service for high-net-worth individuals (HNWIs), companies and charities with over £750,000 to invest.
The service, which is available on a standalone basis or in combination with EQ’s full financial planning services, provides direct relationship with the investment manager who manages the portfolio.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
In addition, the proposition offers tax optimisation across wrappers, access to an investment universe including closed-ended funds and structured products, option to run multiple types of portfolios with different risk profiles as well as the ability to transition risk profiles on a gradual basis.
It also offers competitive fees including institutional fund management charges and secure online portal with 24/7 access to portfolio valuations.
Headed by former Bestinvest director of investment management Mike Neumann, the service will be managed by a team of two investment managers namely Andrew Rees and Daniel Bland.
The bespoke team will also manage institutional accounts, including charities, pensions and trusts, the company said in a statement.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataEQ Investors currently delivers a fully advised service through its EQ Wealth division, with plans to roll out a simplified advice solution by the end of 2015.
Spiers said: "EQ Bespoke combines a personal service with our research driven approach to deliver a tailored investment solution.
"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" he added.
