The firm’s performance earned it a high-ranking position in the Financial Times Private Client Wealth Management Survey despite a year characterised by global financial turbulence.
Equilibrium’s performance ensured it was placed in the top 5 firms for its average balanced portfolio over all timescales (1, 3 and 5 years).
Speaking about the Financial Times’ survey results, Colin Lawson, founder and partner at Equilibrium Asset Management, said: “To have sustained strong performance and have ranked highly in the Financial Times Private Client Survey Wealth Management Survey for five consecutive years is a noteworthy achievement for which all of our team and advisers must take huge credit.
“Despite difficult economic headwinds, we have managed yet again to be one of the industry’s strongest performers.
“The whole ethos of the service we provide is to offer our clients a genuinely personalised service – we simply do not believe in a one-size-fits-all approach. I’m convinced that it is because of this belief that we have been able to continue to deliver returns for our clients in a climate within which it would have been easy to falter.
“Further uncertainty as a result of the EU referendum result is likely to characterise the global economic outlook at least in the near term – so now is a time for us to redouble our efforts once again to ensure we continue to deliver an exemplary service to all of our clients across the UK.”
The firm picked up the accolade for Adviser Firm of the Year at the Money Marketing awards in June, an award win which followed Equilibrium’s success at the New Model Adviser awards, where Equilibrium was crowned Northern England’s Firm of the Year.
Equilibrium manage assets for more than 800 clients across the UK out of their offices in Wilmslow and Chester.
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