Simon Moore

Operates as an association of investment professionals

Operates as a association of investment professionals

EQ Investors offers a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. The firm invests in companies that are aligned to the Sustainable Development Goals (SDGs) and/or are leaders in Environmental, Social, and Governance (ESG). They have an institutional diversified multi-asset, multi-manager approach to investing. EQ Investors combines strategic and tactical asset allocation with best-in-class manager selection.

7IM is an active, long-term manager which employs a core and overlay approach to construct portfolios. The firm follows a 3-stage approach, strategically allocating assets, making tactical changes within the tactical overlays in client portfolios and selecting managers and securities. The 7IM Investment Management team and Asset Allocation Committee meet regularly to discuss tactical asset allocation and make recommendations for portfolio changes.

Operates as a holding company with interests in investment advisory and management services

Evelyn Partners IMS aims to preserve and grow their clients’ wealth over time. The firm’s investment philosophy has four key principles: preserve wealth, grow capital, they look at real returns, the importance of time. Their philosophy is supported by a disciplined and rigorous investment process that is consistent across the firm’s whole business, feeding into their discretionary and advisory client portfolios and their range of managed funds.

Provides brokerage services