EQ Monthly Bulletin - March 2023
Keeping you up-to-date with industry changes and updates impacting the world of share registration and employee share plans.
As a global Investor Relations provider, we offer a wide range of IR-related analysis, research and advisory services. From conducting share register analysis to finding new investors across the globe, we help you understand the market's perception of your stock and provide unconflicted investor relations advice and strategies.
Delivering services to over 750 UK and international companies.
Market intelligence and data is key to providing context for investor relations. Our research team can help you uncover information about your investor base, including:
Helping you manage your stakeholders across the globe..
Get closer to your investors and other stakeholders with our online platform, IR:InTouch. Maintain investor contact information, keep tabs on email correspondence and manage roadshows at any time from anywhere.
A qualified team of over 50 experts to support your strategy.
With in-depth knowledge on your shareholders, our team of analysts will help you develop a unique IR strategy, providing services such as:
Technology enables efficiency, people enable engagement. We provide you with the expertise and technology to deliver on your IR strategies.
share of UK stock market by number of issuers.
of investment trusts work with us.
countries we offer services across.
We combine specialist expertise with our own technology to help companies like these achieve their goals.
Our dedicated team ensures that we deliver the best possible service to our clients.
Will Furzer
Director - Head of Sales and Business Development
Will, Director of Business Development for EQ Advisory, joined in 2021. His career has been in financial services, asset management, servicing pension and sovereign wealth funds - conducting global relationships for fintech organisations. He ensures the highest level of shareholder engagement.
Isabel Richardson
Head of IR Services
Isabel is responsible for the IR CRM service delivered to clients via IR:InTouch; overseeing data provision, functionality and support. With 23 years’ experience in the industry, she joined EQ after the acquisition of RD:IR in 2019. Isabel has worked at RD:IR since its inception in 2002.
Ian Smith
Director - Head of Investor Analytics
Ian is Head of Analytics EQ Advisory, joining EQ after the acquisition of RD:IR in 2019. He’s worked in IR his entire career. Responsible for the share register analysis services of EQ Advisory for 17 years, Ian was integral to the development of analytics content of online platform IR InTouch.
Our clients trust us to support them in successfully delivering on their IR strategies, and we can do the same for you.
Talk to us todayKeeping you up-to-date with industry changes and updates impacting the world of share registration and employee share plans.
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