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Equiniti
Overview
Equiniti is a finance company based in the United Kingdom, specializing in investment banking and related services. Founded in 2007, the company has grown to employ between 5,001 and 10,000 individuals and reported significant revenue. Equiniti engages in various financial activities, including investment marketing, as evidenced by its collaboration with Warhorse Partners on the "State of the Nation" report, which analyzes ownership trends in investment trusts. This report highlights the increasing importance of private investors in the ownership landscape, noting that they now account for 36% of total holdings by value, surpassing wealth managers. The document discusses shifts in retail investment platforms and the growing communication efforts by investment trust boards to engage with their retail investor base. Overall, Equiniti's focus appears to be on understanding market dynamics and investor behavior within the investment banking sector, as reflected in its published research and analysis.