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.
Colin Lawson, who founded the company more than 21 years ago, 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.
“We 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.
“After ranking fifth in the Sunday Times list and winning Best Adviser Firm UK, 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: “Winning Best Adviser Firm UK at the International Best Practice Adviser Awards was also a special achievement and follows on from multiple victories at other prestigious ceremonies in our sector.
“We feel now, more than ever, that the structure of our business means that our service can be easily designed around clients’ specific needs. On top of that our experts are continuing to hold regular seminars in key areas of the North West, which is a good way for us to connect with current and potential clients who want to know the best way to manage their portfolios.”