Bringing you live news and features since 2006 

Equilibrium reaches GBP1 billion AUM milestone for first time in company’s history

RELATED TOPICS​

Equilibrium Asset Management has hit GBP1 billion in assets under management, as it remains firmly on track to reach its target of GBP4 billion AUM by 2028.The milestone has been achieved exclusively through organic growth and comes off the back of record turnover last year, almost 25 years since Equilibrium was founded by Colin Lawson, who says: “Since the company’s inception in 1995 we have always prided ourselves on taking an empathetic, compassionate approach in our dealings with clients – an approach that is increasingly in demand.”

Lawson also attributes the achievement in part to the company’s focus on its purpose, which is simply to make people’s lives better.

“Whilst making wealthy people wealthier is part of what we do, it’s not our purpose. Helping wealthy people have confidence and clarity around their money which then leads to them making better decisions to improve their lives, the lives of their families, and their community is a true purpose the whole team can get behind.

“While proud of this milestone achievement, which wouldn’t have been possible without the hard work and dedication of our brilliant team, it’s the number of clients that we have impacted that we are most proud of.

“It’s no coincidence that Equilibrium has soared since we put company culture and the wellbeing of our staff front and centre. Our productivity levels have increased, and we’ve collectively adopted a growth-focused mindset.“

Last year marked the third consecutive year that Equilibrium was named in the top ten of the Sunday Times’ Best Small Companies to Work For list. They will find out if they have featured for a fourth time at the awards ceremony in February.

Lawson continues: “Everything we do comes from the four pillars which we stand for – integrity, excellence, simplicity, and growth. I’m very pleased that this approach has paid off and feel that we’re in a great position to achieve our future targets.”

The GBP1 billion AUM milestone links directly to the firm’s longer-term targets, which include hitting GBP4 billion AUM, increasing turnover to GBP40 million and improving the lives of 4,000 clients by 2028. 

The company has also pledged to raise millions for its charitable foundation by August 2028 and recently announced itself as a supporting partner of the Robert F Kennedy Human Rights UK Ripples of Hope Business & Investment Summit at HOME, Manchester on 30 January.

Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning and has an additional office in Chester.

Equilibrium was also ranked in the top 20 of the FT Adviser’s Top 100 Advisers and won a number of other awards – including ‘workplace health and wellbeing’ at the North East Cheshire Business awards. The same awards also recognised the firm in the ‘Best company to work for’ and ‘Excellence in customer service’ categories.  

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by