- Masterclass
The Care Conundrum
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.
As you may have already heard, we have just had a record year. We managed to surpass our targets by £17m. Originally we set out to secure…
As you may have already heard, we have just had a record year. We managed to surpass our targets by £17m. Originally we set out to secure £60m in new assets over the past 12 months but we managed to secure £77m of new business.
Managing partner Colin Lawson said: “Never in my wildest dreams when I set up Equilibrium in my back bedroom 19 years ago did I ever imagine we would be overseeing more than £380m worth of assets for a client base of over 600.
“I put our success down to good old fashioned business values and our fantastic team of staff, which has grown by a third in the past 12 months.
“Our award winning service is based on transparency and providing a genuinely personalised management service which is especially suited to investors with portfolios worth £1m plus.
“This approach has helped us to deliver some impressive returns for our clients and strengthen our service offering to the region’s HNW individuals and families.”
We’ve now set ourselves a target to secure an additional £67m worth of assets over the next year and an important part of our growth strategy will be to launch our own range of in-house funds to further enhance our service to clients.
To find out about Equilibrium’s approach to investing why not attend one of our no pressure seminars. If you are interested in attending, please visit our Events page.
