EQ Private
Investment management services tailored for wholesale clients
ABOUT US
EQ Private is an independent, boutique, private investment advisor. We offer tailored and objective wealth management services aligned to the specific needs of each client. We advise and implement based on solutions, not products, leveraging our many decades of global wealth management experience.
Our clients are ‘wholesale’ or sophisticated investors who may be investing as individuals or through a trust, company or self-managed superannuation fund. We also assist with the investment needs of family offices, foundations and not for profits.
The focus of our investment strategies is:
· To identify and implement wealth creation opportunities to achieve the highest returns on a risk adjusted basis
· To fully understand the needs of our clients and establish a long-term financial partnership.
· To maintain an asset allocation strategy which takes into account the cyclical nature of markets.
To achieve our clients’ goals we have partnered with a number of key service providers who combine to offer secure, efficient and high–performance wealth management
EQ PRIVATE SERVICES
PORTFOLIO MANAGEMENT SERVICE
Partnering with clients in managing their investment portfolios.
Our process encompasses all major global investment asset classes and currencies.
EQUITIES
Client equity portfolios are highly unique. We are able to help clients manage their portfolios with a focus on leverage and derivatives.
We can also assist when a passive approach is more appropriate.
FIXED INTEREST
Fixed Interest plays an important role in client portfolios.
We can facilitate investment into more traditional corporate and government fixed interest securities both domestic and internationally.
ALTERNATIVE INVESTMENTS
Managing Alternative investments since 2000.
We have access to private markets reserved for Wholesale Investors.
We seek to build a diversified portfolio of Alternative Investments tailored to your risk, liquidity and return expectations.