EQ Investors (EQ), the B Corp wealth manager, has teamed up with the Timeline platform, making its award-winning sustainable portfolios available to financial planners and their clients through the platform for the first time.
The partnership will give Timeline’s network of financial planners direct access to EQ’s range of sustainable model portfolios, enabling them to offer clients a fully integrated, values-aligned investment solution alongside their broader financial planning advice.
EQ has built a reputation for combining rigorous investment management with genuine environmental, social and governance (ESG) credentials. The firm’s portfolios are designed to deliver competitive long-term returns by seeking out companies making a positive difference while avoiding investments that cause harm.
Sophie Kennedy, Joint CEO at EQ commented:
“Through the Timeline platform, our range of model portfolios will be accessible to a wider community of financial planners who are increasingly fielding client demand for sustainable options that go beyond simple ESG screening.
“Timeline’s growing platform footprint makes this an exciting partnership, one we believe can connect more planners and clients with investments that truly reflect what matters to them, now and in the future.
“We look forward to supporting them with a robust, transparent and genuinely sustainable investment proposition.”
Nicki Hinton-Jones, Chief Investment Officer at Timeline said:
“We’re excited to welcome EQ Investors to the Timeline platform and to make their sustainable investment proposition available to advisers across our network. This partnership further strengthens the range of investment solutions advisers can access through Timeline Platform, giving them greater choice and flexibility when selecting portfolios that reflect the needs and values of their clients.
Ed Carey, Timeline’s Chief Commercial Officer, added:
“We want to help change the narrative around the relationship between platforms and DFMs by creating a more collaborative and integrated experience. At Timeline, we’re focused on delivering an efficient, secure and transparent platform environment, combined with robust portfolio management capabilities that support stronger partnerships and better outcomes for clients.”
