EQ Investors (EQ), the B Corp wealth manager, today announces the appointment of Tom Wait as Investment Manager in its discretionary fund management division. This appointment supports the next phase of growth for EQ, as it continues to expand its presence and grow its client base.
In his new role, Tom will be responsible for managing bespoke investment solutions for high-net-worth clients and charities, developing existing and new client relationships.
Based in EQ’s London office, he will work closely with the investment team to ensure that clients receive the highest level of service and advice.
Prior to joining EQ, Tom worked at RBC Brewin Dolphin for over nine years, where most recently he was an Investment Manager in their private client team, delivering excellent portfolio performance and as a trusted adviser to families, trustees, and professional intermediaries.
Sophie Kennedy, Joint CEO at EQ said:
“This is a fantastic hire for EQ. Tom joins at an exciting time for the business as we invest in our investment expertise and our technology.
“As the external landscape continues to evolve and new challenges emerge, it is crucial that we have the best team in place to help our clients protect and grow their wealth.”
Tom Wait, Investment Manager, added:
“This is an exciting time to have joined EQ as it continues to grow its presence.
“I look forward to working with an incredibly talented team to continue developing outstanding solutions for clients.”
