EQ Investors I B Corp
Tertius Bonnin, CFA, is an experienced finance professional currently serving as the Assistant Portfolio Manager at EQ Investors since July 2016, where responsibilities include managing the EQ Positive Impact, EQ Climate Action, and EQ Future Leaders portfolios, along with covering global and thematic equity investment ideas. Prior to this role, Tertius held positions as a Senior Investment Analyst and Investment Analyst, focusing on various equity and fixed income sectors, especially Global and Thematic equities, as well as mutual funds and investment trusts. Tertius gained initial experience during a summer internship at Berenberg in August 2015, conducting equity analysis and researching competitor hedging strategies. Educational background includes a BA (Hons) in Business with Finance from the University of Greenwich and A-levels in Maths, Physics, and Business from Barton Peveril Sixth Form College.
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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.