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Wilmslow-based wealth manager sees £350m invested in 10 days through latest initiative
The launch of a new investment offer from Cheshire wealth management company Equilibrium has completed, investing around £350m within 10 days.
The Wilmslow-based firm, which recently passed the £7m turnover barrier for the first time, said its IFSL Equilibrium funds initiative will help it continue to deliver “superior risk adjusted returns”.
Founder Colin Lawson and partner Mike Deverell, who planned and worked on the project for close to five years, hailed the speed and extent of the takeup as unprecedented in the industry.
Colin said: “All the careful preparation we put in has paid off as we have had a 100% take up rate from our clients.
“The launch went without a hitch and importantly without clients incurring costs.”
He added: “The project involved the whole team here at Equilibrium and everyone executed their individual tasks to perfection.”
Mike Deverell commented: “Investments are always going to fall and rise over time, but our aim is to try and produce the best risk adjusted returns we can and to achieve our clients’ objectives without taking unnecessary risks.
“The launch of the IFSL Equilibrium funds will allow us to make a number of small improvements that over the long term are intended to add up to better risk adjusted returns.”
He continued: “In investing returns can never be guaranteed, however, we feel that it’s all about the small enhancements, that if you can make them consistently over time, and when compounded over the long term can result in big differences for clients’ portfolios.” Read more
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