Discretionary Management  

Cheshire-based wealth manager plans to expand

Cheshire-based wealth manager plans to expand

Equilibrium Asset Management is aiming to boost headcount from 81 today to 110 within two years.

The Cheshire-based wealth management firm has drawn up targets in its 'Vivid Vision 2021', which has been created to illustrate how the business will grow.  

Colin Lawson, who founded Equilibrium more than 23 years ago, said the 2021 vision had been carefully curated over several months, and comes after the firm recently grew its turnover for the eighth year running to a record £8.9m.  

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Mr Lawson said: "We aim to be the largest and most trusted independently owned wealth management firm in Cheshire – with £1.4bn in assets – and want to continue to transform the way people think about retirement and managing their wealth. 

"To help people gain financial freedom and the confidence to make better decisions, so they can create a bigger future, we intend to hire the very best employees who fit in with our unique culture.

"We anticipate headcount at Equilibrium rising to 110 by 2021."

Headquartered in Wilmslow, with another office in Chester, Equilibrium specialises in all areas of wealth management, investment, pensions, tax planning and estate planning.  

Headcount now stands at 81, an increase of 14 during the financial year to September 2018.