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Boutique UK Wealth Manager Unveils Client Portal

Tom Burroughes

8 September 2016

Boutique UK wealth management firm , which is led by industry luminary John Spiers, has launched a new client portal so that investors can check portfolio and performance data at any time.

The portal gives details about pension and individual savings accounts holdings as well as alternative investments such as enterprise investment schemes.

The offering was developed with help from digital user experience specialists at Radical Company. The portal is available to EQ’s "bespoke clients" and will be rolled out to the rest of the firm’s clients in the autumn.

EQ investors was acquired by Spiers, founder of Bestinvest, which merged with Tilney to make Tilney Bestinvest in October 2014. It is based in London’s financial district.