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Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
Equilibrium Asset Management is on track for its biggest year ever after reaching £130 million in net asset wins.
Equilibrium Asset Management is on track for its biggest year ever after reaching £130 million in net asset wins.
The Wilmslow-based wealth management company has taken just over eight months to surpass its annual target of £100m.
Managing Partner Gaynor Rigby described smashing the net asset wins aim by £30m as a ‘fantastic achievement’.
She said: “Equilibrium has had an exceptional year so far and we still have a few months left before fiscal year end. This is a fantastic achievement and we are currently expecting to exceed £150m in net asset wins for the year, based on current progress.
“As it stands it looks like we are set for our biggest year of growth in our 23-year history, which means it is a great time to be a part of Equilibrium. With six recent hires taking our total headcount to 78 we also feel extremely well positioned to continue providing the best possible service to our growing client base.”
We are thrilled to announce that Equilibrium has once again been honoured with the prestigious Investors in Customers (IIC) Gold accreditation.
Client Manager, Simon Lister, and childhood friend Jon Massey complete an inspirational swim for Andy’s Man Club.
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Here, we will take you through the different stages of care and share real-life client stories so you can see how this works in practice.
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