EQ Investors I B Corp
Kasim Zafar, CFA, currently serves as Chief Investment Officer and Chief Investment Strategist at EQ Investors since October 2014, overseeing asset allocation and portfolio strategy research. Zafar has extensive experience as an investment manager, including managing Best Ideas Model Portfolios and supporting fund selection research across various asset classes. Previously, Zafar was a Portfolio Manager and Senior Investment Analyst at Truestone Asset Management, where responsibilities included designing an institutional investment process for a GBP500m AUM firm. Prior roles include co-leading the establishment of a UK branch for Altigefi SA and serving as a Senior Investment Analyst at Integrated Alternative Investments, contributing to significant growth in assets under management. Zafar holds a BSc (Hons) in Physics from Imperial College London.
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EQ Investors I B Corp
EQ Investors (EQ) is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments. EQ is a Certified B Corporation, an internationally recognised standard for companies that believe in business as a force for good. We are also an employee-owned business. Our long-term plan is to remain majority staff-owned, ensuring that our commercial interests remain fully aligned with those of our clients. Everyone is different so we offer a range of investment strategies to suit different individuals, as well as model and bespoke approaches to suit portfolios of all sizes. Encapsulated in our unique business model is the commitment to donate 20% of our profits to charitable initiatives through the EQ Foundation. We partner with charities in the UK and overseas on a wide range of causes & projects.