Sophie Kennedy, CFA

Examiner
DISC Type : cs

Joint Chief Executive Officer at EQ Investors

Clapham, England, United Kingdom

Overview

Sophie Kennedy is the Joint Chief Executive Officer at EQ Investors, a B Corp certified wealth management firm. She holds a Master of Science from Queen Mary University of London and is responsible for all aspects of the firms investment activities, chairing the Investment Management Committee.

Outside of her executive role, Sophie is deeply committed to industry-wide progress. She is a proud member of the City Hive ACT Stewardship Council, which champions diversity and inclusion, and actively participates in The Advisers’ Sustainability Group to promote sustainable financial advice.

She is a passionate advocate for the B Corp movement, celebrating businesses that balance profit with purpose for people and the planet.

Personality Overview

Process Oriented

Status Quo Seeker

Overcautious

Being observant comes to them naturally.  They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Sustainable Investing
As a member of The Advisers’ Sustainability Group, she is keen to improve processes and provision of financial advice when it comes to sustainability.
Workforce Diversity
Actively works to influence a more diverse and inclusive culture across the financial industry through her role on the City Hive ACT Stewardship Council.
Impact Investing
Expresses great pride in her firm being recognized as a leading impact company, emphasizing making decisions for the benefit of people and the planet.

Media Appearances

EQ's Joint CEO, Sophie Kennedy joins new FCA Sustainability Group. Featured in EQ Investors Blog

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EQ Investors joint CEO steps down after 18 months in role. Featured in Investment Week

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MM Meets: EQ Investors' Sophie Kennedy – 'There's not one sustainability mandate that fits all'. Featured in MoneyMarketing

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Work History

3-2021
Joint Chief Executive Officer at EQ Investors
9-2018 - 3-2021
Head Of Investment at EQ Investors
9-2016 - 9-2018
Head of Research at EQ Investors
3-2015 - 9-2018
Investment Analyst at EQ Investors
5-2011 - 2-2015
Research Analyst at Tilney Bestinvest

Education

2009 - 2010
Master of Science (MSc) from Queen Mary University of London
2006 - 2009
Bachelor of Science (BSc) Hons. from Newcastle University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Clapham, England, United Kingdom Job Level : Leadership Designation : Joint Chief Executive Officer at EQ Investors
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Insights For Selling To Sophie

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sophie is

  • For them, low risk and acceptance by others are very important, followed by proof of ROI.
  • Will you ever get a clear answer from Sophie

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Sophie move?

  • They do not like to take decisions in a hurry, so they could be slow in making their mind up.
  • Can Sophie take some risk or not?

  • They are low on risk-appetite and prefer to make informed decisions.

You And Sophie

Personality Compatibility


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