EQ Investors joins DISCUS’ range of DFMs

Added 6th April 2017

The Adviser Centre-owned DISCUS has added EQ Investors to its database of discretionary managers.

EQ Investors joins DISCUS’ range of DFMs

Financial advisers will now be able to freely access content and analysis on EQ Investors’ ethical discretionary propositions via DISCUS (Discretionary Investment Services Coming Under Scrutiny).

Last week, DISCUS was absorbed by financial research and consultancy house The Adviser Centre.

Bestinvest founder John Spiers acquired EQ Investors, then called Truestone, in October 2014. 

The wealth manager’s positive impact portfolios, which have been around since 2012, were borne out of a demand for a discretionary managed model portfolio approach to ethical investing.

“The best companies have always been the ones that innovate, find new ways to serve real needs and solve real problems and EQ Investors want to capture these impact investment opportunities,” remarked Damien Lardoux, portfolio manager at EQ Investors.

“Whilst there were plenty of ethical funds available, we identified a growing demand for a discretionary managed model portfolio approach and the six portfolios are now available on a range of platforms.”



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