Fair value customer solutions.
Market volatility and increasing regulation, means wealth managers need to adapt and continuously improve their client value proposition.
Why equily?
equily serves as a bridge between evolving regulatory demands and the client-centric approach of wealth managers. It offers a structured, efficient way to assess, measure, and transparently demonstrate the value delivered to clients. Helping wealth managers meet regulatory requirements for fair customer value, not only ensures compliance but also enhances client trust, strengthens relationships, and differentiates wealth managers in an increasingly competitive market.
Ultimately, it safeguards the integrity of the wealth management industry while prioritizing client needs and satisfaction.
Delivering on promise by:
Innovation
Client-centric approach
Dedication to understanding and meeting client needs, ensuring the platform serves the best interests of its users. Enabling clients and advisors by democratizing access to sophisticated investment strategies, fostering financial empowerment.
Integrity at our core
Upholding transparency, ethical practices, and trustworthiness in all interactions and decisions.
Excellence
Pursuit of excellence in delivering high-quality, user-friendly tools and services for investors and wealth managers.
Education & empathy
Promoting financial literacy and understanding client perspectives to provide empathetic, effective solutions.
Our founding partners
Three industry professionals who have spent years studying research and Nobel prize winning investment principles, which demonstrate that a diversified and passive portfolio with optimal rebalancing helps achieve and maintain better returns over the long term.
Helen Lawton
A Cambridge graduate, Helen worked at the Bank of England for ten years in various roles, including working for the now-Governor, Andrew Bailey. Helen worked in the area of the Bank responsible for banknotes, as an economist working for the Monetary Policy Committee, and in the aftermath of the 2008 global financial crisis, she worked in the area of the Bank responsible for financial stability.
Helen’s undertook multi-year research into investing and building wealth sensibly, which was the foundation for equily’s conception.
Ian McCaw
After graduating as a software engineer from Napier University in Scotland, Ian has gone on to build multiple technology ventures internationally in Silicon Valley, New York and London over the last 20 years. Both working with entrepreneurs and as an entrepreneur himself.
Ian recognised the broader value of Helen’s research and developed the founding principles of the equily platform.
In addition to starting businesses, he leads a Digital M&A consulting practice for a global financial services firm specialising in Private equily markets.
Paul Boichat
PauI is a software engineer and entrepreneur building businesses and working in CTO roles for growth technology firms. He has extensive experience deploying technology solutions in the financial services sector.
Paul has worked in multiple technology start-ups including with Ian where they co-founded a boutique consulting firm that was acquired by Deloitte LLP.
Having worked with Ian in other tech ventures, Paul was interested in his latest idea for a consumer financial platform called equily.
Paul took over the engineering efforts and applied his entrepreneurial experience to equily business strategy.
equily support
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