Equilibrium on track to pass £7m turnover mark

Equilibrium Asset Management is on course for a record breaking year – with turnover set to rise to more than £7 million.

Equilibrium Asset Management is on course for a record breaking year – with turnover set to rise to more than £7 million.

The Wilmslow-based Chartered wealth management company has landed £75m of new assets under management in the first three quarters of its financial year.

It comes as Equilibrium, which employs 63 staff and manages over £600 million worth of assets for more than 850 families across the UK, has been named ‘Best Adviser Firm UK’ at the International Adviser Best Practice Adviser Awards.

And it follows the company being crowned as the fifth best small company to work for by The Sunday Times earlier this year.

Founder Colin Lawson says Equilibrium is also on a recruitment push after growing its client base.

He said: “We are on course for a record breaking performance this financial year, and have already passed our new under assets under management target for the year to date by £7m, just nine months in. And we are also confident that we will surpass the target of £90m of new assets under management for the whole year.

“As it stands 2017 is officially the best year in the company’s history. In the period, we have also recruited a lot of talented people who are helping the firm provide the best possible service that best meets a client’s personal objectives.”

He added: “We feel now, more than ever, that the structure of our business means that our service can be easily designed around clients’ specific needs.”