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EQ Investors mulls change of ownership structure

Summary by Money Marketing
EQ Investors has confirmed it is considering partnering with a larger organisation to help it “capitalise” on future opportunities and serve clients more effectively. Chair John Spiers said the business had engaged a corporate finance adviser to “explore available options”. “We emphasised that preserving EQ Investors’ core values is paramount and that we are only interested in options that enhance our ability to serve clients more effectively,” …
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Money MarketingMoney Marketing

EQ Investors mulls change of ownership structure

EQ Investors has confirmed it is considering partnering with a larger organisation to help it “capitalise” on future opportunities and serve clients more effectively. Chair John Spiers said the business had engaged a corporate finance adviser to “explore available options”. “We emphasised that preserving EQ Investors’ core values is paramount and that we are only interested in options that enhance our ability to serve clients more effectively,” …

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Portfolio AdviserPortfolio Adviser

EQ Investors considers 'strategic partnership' with larger firm

EQ Investors is exploring a ‘strategic partnership’ to take the firm forward, Portfolio Adviser has learned. Philanthropist John Spiers, who acquired the firm a decade ago and currently serves as chair, said he believes that passing his shares to a foundation may no longer be the right path for the sustainable investor’s future. In a statement, Spiers said: “When I acquired EQ Investors in 2014, my firm intention was to retain ownership indefini…

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Portfolio Adviser broke the news in on Thursday, April 3, 2025.
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