Equilibrium Asset Management adds new talent to the mix

The Wilmslow-based wealth management company added Joe Smith as an Investment Analyst and Erika Barbosa as a Data Analyst, a newly created role, to its growing workforce.

Equilibrium Asset Management has grown its Cheshire-based team with four new additions.

The Wilmslow-based wealth management company added Joe Smith as an Investment Analyst and Erika Barbosa as a Data Analyst, a newly created role, to its growing workforce.

Joe joined the award winning company from PPTC (small IFA), where he delivered professional services as a Business Development Manager for nine months. Erika has joined the firm from Balfour Beatty, where she worked as an MI Analyst for 18 months.

Both Joe and Erika were attracted to their roles due to Equilibrium’s unique company culture, career opportunities and the people who work here.

Furthermore, Matt Barker from Greystone and William Morgan from UBS Private Banking, have both been hired as Client Managers. They will be joining the company in September.

The new appointments come after Equilibrium launched a dedicated recruitment website earlier this year to attract, train and retain new talent.

Colin Lawson, who founded Equilibrium 23 years ago, said: “Equilibrium currently manages over £850 million of assets for over 1,000 families. By 2021 we are aiming to be the largest and most trusted independently owned wealth management firm in Cheshire – with £1.4bn in assets and a headcount of 110.

“Having so much new talent joining the company is fantastic. Joe, Erika, Matt and William will boost our offering in continuing to help clients gain financial freedom and the confidence to make better decisions so they can create bigger and better futures.”