EQ Investors

What EQ Investors does

EQ Investors is an FCA-regulated (Ref. 539422) UK wealth manager founded in 2014 and headquartered in London, with a secondary office in Hove. The firm operates an employee-owned corporate structure in which 20% of the business is held by the EQ Foundation, a registered charity, and is a founding member of the UK B Corp community. EQ Investors provides discretionary fund management (DFM), model portfolios, and bespoke investment solutions focused exclusively on sustainable and impact investing, serving three primary customer segments: UK financial advisers (via DFM channel partnerships), individuals and families with investable assets ranging from £15,000 to £20 million+, and registered charities, trusts, and foundations.

The firm's core product set comprises three multi-asset model portfolios — Positive Impact, Sustainable World, and Future Leaders — differentiated by sustainability intentionality and cost, plus a Bespoke Portfolio Service for high-net-worth clients. EQ's proprietary technology stack includes an Impact Calculator tracking approximately 600+ underlying issuers against 12 UN Sustainable Development Goal metrics, a Carbon Calculator applying PCAF methodology across Scope 1, 2, and 3 emissions, and a Client Portal offering daily valuations, performance measurement, and asset allocation reporting. Model portfolios are distributed across 10+ UK and offshore platforms including Novia Financial, Raymond James, Parmenion, and Pershing, with risk profiling integrations via Dynamic Planner, EValue, and Oxford Risk.

EQ generates revenue through tiered recurring AUM-based management fees ranging from 0.10% to 0.33% depending on portfolio type and asset size, supplemented by underlying fund charges and financial planning fees for individual clients. The go-to-market motion centres on a B2B channel-partner model targeting financial advisers, supported by an annual EQ Summit, CPD events, webinars, and content marketing. The firm holds UN PRI signatory status, FCA regulation, UK Stewardship Code signatory status, and SME Climate Hub / Race to Zero membership with a Net Zero 2030 commitment. Leadership includes Joint-CEO Sophie Kennedy (former Tilney Bestinvest analyst, CFA Charterholder) and Chair John Spiers (founder of Bestinvest, acquired by 3i in 2007).

Name

EQ Investors

Legal name

EQ Investors Limited

Website

https://eqinvestors.co.uk

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

EQ Investors is an FCA-regulated, employee-owned UK wealth manager providing sustainable and impact-focused discretionary fund management, model portfolios, and bespoke investment services to financial advisers, individuals and families, and charities.

Ownership category

akta.pro rank

Product category

Sustainable Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Sustainable/Thematic Investing (Climate, Clean Tech, Water, Biodiversity) (FSAAALAB)

akta.pro secondary industries

Sustainable/ESG Equity (Active) (FSAAAIAM), ESG/Sustainable Investment Advisory (FSAEAAAJ), ESG Integration / Responsible Investment Funds (Broad ESG) (FSANAJAL), Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC)

Keywords

• Sustainable wealth management
• Discretionary fund management
• ESG investment portfolios
• Impact investing solutions
• Ethical financial planning

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Fund Management Fees: Portfolio management fees charged as percentage of assets under management (AUM). Fee tiers vary by portfolio type and AUM size: Positive Impact portfolios 0.33%-0.18%, Sustainable World portfolios 0.32%-0.18%, Future Leaders portfolios 0.20%-0.10%
2. Financial Planning Services: Advisory and financial planning services for individuals and families, including retirement planning, estate planning, tax planning, and investment advice
3. Charity Investment Management: Dedicated discretionary and advisory portfolio management services for registered charities, trusts and foundations with sustainability focus

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels11 records

Core offering

EQ Investors is a sustainable wealth manager providing discretionary investment management across three core model portfolios (Positive Impact, Sustainable World, and Future Leaders) with ESG integration, impact reporting, and carbon measurement. Services are delivered through three channels: a DFM service for UK financial advisers via 10+ platforms, direct financial planning for individuals and families, and a dedicated charity investment service. Revenue is primarily earned through portfolio management fees tiered by assets under management, complemented by financial planning fees.

Product overview

EQ Investors is an employee-owned, B Corp certified wealth manager offering a multi-product sustainable investment platform. The core offering includes three model portfolio solutions (Positive Impact, Sustainable World, and Future Leaders) available to financial advisers and individual clients, plus a bespoke service for high-net-worth clients. The platform provides tools including an Impact Calculator, Carbon Calculator, and Financial Health Check. Services are differentiated by client segment: DFM service for advisers, dedicated charities investment service, and individuals & families service. Model portfolios are available across 10+ UK and offshore platforms including Novia, Raymond James, Parmenion, and Pershing.

Differentiator

Problem solved

Functional benefit

Brands

• EQ Positive Impact Portfolios: Multi-asset portfolios managed with dual mandate to achieve long-term capital growth by investing in solutions addressing world's major social and environmental challenges
• EQ Sustainable World Portfolios
• EQ Future Leaders Portfolios

Products and services

• Positive Impact Portfolios Multi-asset model portfolios managed with a dual mandate to achieve long-term capital growth by investing in solutions addressing the world's major social and environmental challenges, with dedicated impact strategies and detailed impact reporting including UN SDG metrics.
• Sustainable World Portfolios Globally diversified multi-asset model portfolios managed with a dual mandate prioritizing sustainability outcomes through a multi-lens sustainability framework, excluding ESG laggards and controversies. Lower-cost option within the EQ model portfolio range.
• Future Leaders Portfolios Low-cost responsible multi-asset model portfolios investing in companies with strong ESG profiles with overweights in clean energy, healthcare and green bonds, and avoiding 10 harmful activities including armaments, fossil fuel extraction, tobacco and gambling.
• Bespoke Portfolio Service Fully bespoke investment service for high net worth clients, sophisticated investors, family offices, trusts and charities requiring personalized investment mandates managed by EQ's investment team.
• DFM Service for Advisers Discretionary Fund Management service for UK and offshore financial advisers, providing model portfolios available across 10+ UK and offshore platforms with award-winning impact reporting, research, and CPD support.
• Charities Investment Service Dedicated discretionary and advisory investment management service for registered charities, charitable trusts and foundations, including investment policy development, trustee support, and impact reporting aligned with charitable purpose.
• Individuals & Families Service Financial planning and discretionary investment management service for individuals and families with portfolios from £15,000 to £20 million+, including ethical ISAs, pension investments, retirement planning, pension transfers, and estate planning.
• EQ Client Portal Online client portal providing daily portfolio valuations, performance measurement, benchmark comparisons, asset allocation tracking and personal balance sheet / document access for advisers and clients.

Quantifiable outcome

• Net Zero Carbon commitment by 2030 - 20 years ahead of Paris Agreement targets
• +3 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration12 records

Feature5 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• UN Principles for Responsible Investment (PRI)coreStrategic or Co-development PartnerEQ Investors is a signatory to the UN PRI, committing to incorporate ESG factors into investment analysis, be active owners, seek appropriate disclosure, promote acceptance of the principles, work together to enhance effectiveness, and report on activities. This provides the foundational framework for their responsible investment approach.
• SME Climate Hub / Race to Zero CampaigncoreStrategic or Co-development PartnerEQ has committed to the SME Climate Hub initiative, an official partner of the UN's Race to Zero campaign. They pledge to halve absolute GHG emissions before 2030 and achieve net zero emissions before 2030, aligned with Race to Zero's criteria.
• Novia FinancialcoreChannel Partner/ Reseller/ DistributorPlatform partner providing access to EQ's model portfolios for UK advisers and clients through Novia's investment administration platform.
• Raymond JamescoreChannel Partner/ Reseller/ DistributorPlatform partner providing access to EQ's model portfolios for advisers and clients through Raymond James investment platform.
• ParmenioncoreChannel Partner/ Reseller/ DistributorPlatform partner providing access to EQ's model portfolios for advisers and clients through Parmenion's investment platform.
• Climate Action 100+minorStrategic or Co-development PartnerEQ participates in Climate Action 100+, an investor initiative ensuring the world's largest corporate greenhouse gas emitters take necessary action on climate change.
• ShareActionminorStrategic or Co-development PartnerEQ collaborates with ShareAction, an organization working to establish responsible investment as a standard practice in the UK retirement savings system.
• Global Impact Investing Network (GIIN)minorStrategic or Co-development PartnerEQ is associated with the GIIN, a global network dedicated to increasing the scale and effectiveness of impact investing.
• Impact Management ProjectminorStrategic or Co-development PartnerEQ aligns with Impact Management Project frameworks for categorizing and measuring impact performance of investments.
• EQ FoundationcoreOthersThe EQ Foundation is an award-winning registered charity and major shareholder of EQ Investors, with several EQ colleagues serving as trustees. Twenty percent of EQ's business is owned by the foundation, ensuring profits support worthy causes.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Tribe Impact Capital: UK-based sustainable and impact-focused wealth manager offering discretionary portfolio management to private clients, charities, and advisers. Closely comparable to EQ Investors in mission, client segments, and product structure.
• Castlefield Investment Partners: Boutique UK investment manager specialising in sustainable and responsible investment with discretionary and advisory mandates for private clients, charities, and advisers. Directly comparable to EQ on ESG-led DFM and charity investment services.
• EdenTree Investment Management: UK responsible and sustainable investment manager offering multi-asset and equity portfolios to advisers and institutional clients. Directly comparable to EQ on the specialist sustainable/responsible investment proposition and UK adviser channel.
• WHEB Asset Management: UK specialist impact investment manager focused on environmental and social themes, serving institutional and advised retail clients. Comparable to EQ's Positive Impact portfolios in impact mandates and sustainability-led fund selection.
• P1 Investment Management: UK boutique discretionary fund manager providing model portfolios and bespoke mandates via adviser platforms with a strong sustainability tilt. Closely comparable on DFM-as-channel business model and platform-led distribution.

Broad incumbents

• Rathbone Investment Management: Large UK wealth manager offering discretionary portfolio management with a growing ESG/sustainable range to private clients, charities, and advisers. Comparable as a broader incumbent with overlapping ESG offerings serving similar client segments.
• Quilter Investors: Major UK wealth manager with multi-asset and sustainable model portfolios distributed via adviser platforms. Comparable as a broad incumbent with platform-distributed sustainable DFM propositions overlapping EQ's core channel.
• Evelyn Partners: Large UK wealth management and professional services firm with discretionary portfolios including sustainable options for HNW clients, charities, and trustees. Comparable as a broader incumbent serving charities and HNW segments EQ also targets.
• Saunderson House: UK-based boutique wealth manager providing discretionary investment management to HNW individuals, charities, and trusts. Comparable to EQ's bespoke and charity services though without the same depth of ESG specialism.

Emerging players

• Triodos Investment Management: European sustainable and impact investment manager offering funds and mandates to institutional and advised clients. Comparable to EQ on impact-led investing philosophy and pan-European sustainable distribution, though UK retail adviser presence is more limited.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/eqinvestors
• YouTubevimeo.com/eqinvestors
• Facebookfacebook.com/EQInvestors
• LinkedInlinkedin.com/company/eq-investors-ltd
• Instagraminstagram.com/eqinvestors

Compliance7 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EQ Investors