Equilibrium’s in the money

WEALTH management firm, Equilibrium Asset Management, is on track to top annual growth targets for a four year in a row.

At just over half-way through the year, the results for the Wilmslow firm, which provides long-term wealth and investment financial strategies for high net worth (HNW) individuals in Cheshire, says it has secured £61m of new assets under management, just £6m off its 12 month target.

In total Equilibrium now oversees £446m worth of assets for 683 clients in the North West.

Managing partner Colin Lawson said: “Each year when we agree our targets I always know it’s a challenging goal, but the team we have developed here at Equilibrium and our personalised approach to wealth and investment management is a winning formula for growth.”

Equilibrium was recently named ‘Firm of the Year’ in the north at the New Model Adviser Awards and also ranked in the top five best performing in the FT’s private client wealth management survey.

The firm also has offices in Knutsford and Chester.