Effective immediately, the discretionary service is available to individuals, companies and charities with more than £750,000 to invest.
Offering a range of risk-adjusted model portfolios, the tailored service targets opportunities across the investment spectrum – including closed-ended and structured products – and allows clients to invest in multiple solutions concurrently.
The risk profiles include: absolute return, cautious, cautious-plus, balanced, balanced-plus, adventurous and high octane.
EQ revealed that it will be adding a ‘simplified’ advice solution to its existing bespoke and discretionary services by the end of the year.
Spiers said: “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.”
As reported in March, Mike Neumann, former director of investment management at Bestinvest, will arrive at the firm once leaving terms have been negotiated to oversee the running of the service, supported by Andrew Rees and Daniel Bland.
The team represents three out of the six former Bestinvest employees that joined EQ founder John Spiers – previously Bestinvest CEO – and comprises Katharine Lindley, Sophie Muller and Kate West.
