About EQ Investors

At EQ Investors we firmly believe that investors can achieve their goals while doing good for people and the planet.

We have a 10-year + track record running sustainable portfolios for a wide range of retail and professional clients. We manage active, passive, and bespoke portfolios with over £1.7 billion under management.

We are proud to be a Certified B Corporation (B Corp) and see our purpose as more than just making a profit: we are part of a global community of leaders who see business as a force for good.

Client felt more comfortable with EQ taking the reins on the investment side and was happy with the greater history of past performance, multiple funds but also the alignment to the UN goals and the impact statement
Adam Herbert, Director & Chartered Financial Planner at Herbert & Webster

I must admit that I really like working with EQ. It’s not often that you come across a company that actually do everything they say they will. I also find your level of expertise very reassuring. Exciting times!
Jonathan Hailey, Chartered Financial Planner

Definitely the most interesting investment talk I have been to
Max Pieters, Independent Financial Adviser

Award-winning portfolios

Our experienced team have been at the forefront of sustainable investing for over a decade.
We invest in cutting-edge research tools and data in order to select the best funds and measure our impact.
We work in close partnership with our fund managers to drive best practice across the industry.
We align our due diligence to the best and latest industry standards and initiatives.
Reporting on sustainability and investment impact is an integral part of the service we provide.

Learn more

Investing for good is in our DNA

Our journey over the past decade has been driven by an underlying desire to bring sustainable investing to anyone with an ISA, pension or retirement account.

We invest in industry leaders based on Environmental, Social and Governance (ESG) standards, and companies whose products and services are helping to achieve the UN Sustainable Development Goals.

On the road to net zero

As a business, EQ Investors recognises the global climate emergency

Alongside a group of global B Corporations, we have committed to become a net zero carbon emission business by 2030. In doing so, we take responsibility for supporting the objectives of the Paris Climate Agreement to limit global warming to well below 2°C above pre-industrial levels.

Our strategy

We have developed a net zero strategy to guide our business along the decarbonisation pathway that we want to target:

1. We are measuring the carbon footprint of our operations and working with stakeholders to reduce emissions over time. We aim to offset the remaining emissions that cannot be mitigated.
2. We recognise that climate change carries significant risks and opportunities for the investments we manage on behalf of our clients. To reflect this, we are committed to:
  - engage to reduce the carbon intensity of investment portfolios over time,
  - measure this transparently, and
  - report on this to our clients across all portfolios we manage.
  As part of this wider effort, we publicly support the recommendations by the Task Force for Climate Related Financial Disclosures (TCFD), and encourage partner firms and investee companies to adopt these.

Meet the team

Alistair Yeoman-Lau

Business Development Manager

Alistair Yeoman-Lau

Business Development Manager

020 7488 7130

07722060645

alistair.yeoman@eqinvestors.co.uk

Tell us about your role as a Business Development Manager?

As a BDM, my role is primarily focused on supporting wealth management firms to make concise and well-supported recommendations to sustainable-minded clients when they encounter them. This support is often flexible and tailored, based on both the client’s ethical and financial considerations. In some cases, the role also entails the development of new tailored portfolio solutions for firms looking to develop an ‘in-house’ offering.

What attracted you to EQ, and what keeps you motivated to stay?

I’m a passionate believe of the power of investment made with ethical considerations, and how this can impact the way the world changes over time. In 2022 I began a part-time masters in Environmental Strategy, and as I grew my knowledge in this area I began to look for a career at a company looking to have a direct impact with a clear focus, leading to me starting at EQ. The people at EQ, their endeavour to be part of a company with a clear purpose, and genuine difference we bring to the UK wealth market for clients motivates me every day.

How do you like to spend your time when you’re not at work?

Family and friends! I’m a pretty active person too – a huge fan of tennis, representing my local club team and also longstanding Arsenal fan. I like to also spend my time cooking and going for outdoor walks with my wife.

What’s a unique skill or perspective you bring to the team?

I pride myself on always being genuine with people, and I’m usually a pretty upbeat individual!

What’s one thing you love about our company culture?

The collaboration and buy in – if a client needs an answer from the sustainability specialists or the investment managers, it’s never an issue. The team genuinely works as one team and that’s often not the case within the walls of many companies.

I also like the hunger and humility to keep improving and keep reacting as the world changes – I think this is extremely important particularly for a sustainable investment firm!

How would your teammates describe you in three words?

Please …. Ask… Them!

If you could describe our team as a movie or a book, what would it be and why?

“Don’t’ Look Up” – I think it’s a perfect example of how our relentless our team is as a true leader of sustainable investing within the UK.

Noreen Ishac

Senior Marketing Executive

Matt Hardy

Sales Director

020 7488 7134

matt.hardy@eqinvestors.co.uk

Tell us about your role…

As Sales Director, I lead our DFM sales team and work closely with financial advisers across the UK to help them deliver sustainable investment solutions for their clients. I’ve spent over a decade working with financial advisers, nationals and networks, and asset managers, and I’m as passionate as ever about building long-term relationships that genuinely make a difference.

I specialise in helping advisory firms build CIPs and fill gaps in their investment offering—making sure their clients’ portfolios reflect not just their financial goals, but also their values and sustainable preferences. We’re proud to offer a proposition for our advisers and their clients that really does make a difference, and it is my role to share that message and bring those benefits to life for the many brilliant firms we already partner with, and those we’ve yet to meet.

What attracted you to EQ, and what keeps you motivated to stay?

This one is easy. From the moment you walk in the door at EQ, you cannot help but become passionate about making a difference and wanting to do good, and the ability to do the job I love to do, and to do it at a company that makes a real difference to the world is a privilege. The team live and breath sustainability, and everyone at EQ is on the same collective mission. We also have a fantastic proposition for advisers, and as a sales team, to be able to talk about a proposition we truly believe in, that genuinely helps our advisers and their clients, absolutely keeps you motivated.

How do you like to spend your time when you’re not at work?

When I am not at work, I love spending time with my family and friends, and with my wife Abi, have 2 children at home, Phoebe, 5, and Harry, 3. They certainly keep us very busy, but we love it! I love my sport (more watch that play these days), and I’m a big Arsenal fan. I am also a terrible golfer and an average runner, but I do love to keep fit, and enjoy a physical challenge, especially when it gives me the opportunity to raise money for the many charities that have supported my family and I. I love to travel (as do the kids!), and on a free weekend, like nothing more than visiting a nice country pub.

What’s one thing you love about our company culture?

The shared passion and drive for what we do! Everyone wants to succeed at EQ, we are definitely a disruptor when compared to the traditional DFM providers in the UK, and the team really thrives in that environment. EQ is a great place to work, and without sounding too cliché, we definitely have fun too!