EQU's Leadership

Simon leads the firm’s strategic research and market outlook. With broad experience in global equities and asset allocation, he develops insights that guide portfolio positioning and long-term investment themes. His disciplined approach supports consistent decision-making and a forward-looking investment perspective.

William oversees relationships with private clients, providing guidance on portfolio management, wealth planning, and long-term investment strategy. His client-focused approach ensures that each solution reflects individual goals and adapts to changing financial needs.

Charles manages relationships with institutional investors, focusing on asset allocation, reporting, and performance oversight. His experience in global markets and portfolio strategy supports the firm’s commitment to transparency, discipline, and reliable execution for institutional clients.

George oversees the firm’s trading operations, ensuring disciplined execution and market efficiency across all asset classes. With extensive experience in both domestic and international markets, he upholds high standards of precision, transparency, and best execution on behalf of clients.

Douglas oversees the firm’s global compliance framework, ensuring adherence to regulatory standards and internal governance policies. His thorough understanding of financial regulation supports the firm’s integrity, accountability, and commitment to best practices across all operations.

John manages the firm’s risk monitoring and assessment framework, focusing on identifying, measuring, and mitigating exposures across portfolios and operations. His analytical approach and attention to detail help maintain a balanced and resilient risk profile for the firm and its clients.

Eamon leads client engagement and relationship management across regions, ensuring that communication remains clear, responsive, and personalized. His collaborative approach strengthens long-term partnerships and supports the firm’s focus on service quality and transparency.

Luke oversees research and allocation within the firm’s alternative investments platform, including private equity, real assets, and structured opportunities. His analytical insight and disciplined process help identify strategies that enhance diversification and long-term portfolio value.

Darren provides strategic guidance on equity markets, combining deep analytical insight with a practical understanding of client objectives. His disciplined approach to research and execution supports the firm’s reputation for precision and consistency in equity management.

Clive focuses on equity research and trade implementation across global markets. Known for his dynamic and data-driven approach, he helps identify opportunities that align with client strategies and the firm’s disciplined investment process.

Daniel specializes in portfolio positioning and client advisory within developed and emerging equity markets. His market awareness and collaborative approach help clients navigate complexity while maintaining focus on long-term performance.

Vivian provides strategic equity advice and portfolio insight to both private and institutional clients. With a focus on research-driven decisions and disciplined execution, she supports the firm’s goal of delivering clarity, consistency, and long-term value in equity management.

Jordan advises private and institutional clients on portfolio strategy, risk alignment, and market opportunities. His clear communication style and analytical discipline help clients make informed decisions and build confidence in long-term investment outcomes.

Patrick combines global market knowledge with a client-focused advisory approach. He develops tailored investment strategies that reflect both opportunity and discipline, ensuring portfolios remain aligned with each client’s financial goals.

Sean specializes in portfolio diversification and asset allocation across global markets. His methodical approach and emphasis on transparency help clients manage volatility and pursue consistent, sustainable growth.