At just over half-way through the year, the results for the Cheshire-based firm, which provides long-term wealth and investment financial strategies for high net worth (HNW) individuals in Cheshire, showed it had secured £61million of new assets under management, just £6million off its 12 month target.
This is the fourth consecutive year that the growing firm is on track to beat its annual targets. Equilibrium now oversees £446million worth of assets for 683 clients in the region.
Colin Lawson, managing partner at Equilibrium, said: "Each year when we agree our targets I always know it's a challenging goal, but the team we have developed here at Equilibrium and our personalised approach to wealth and investment management is a winning formula for growth.
"We believe in making a positive difference to people, giving them financial confidence for now and the future. Our clients value our honest and transparent approach and I believe it's the secret of our success."
{desktop}{/desktop}{mobile}{/mobile}
Equilibrium was recently crowned 'Firm of the Year' in Northern England in the New Model Adviser Awards and was ranked in the top five performing UK wealth management companies in the Financial Times Private Client Wealth Management Survey. It was also named Best Wealth Manager in the UK at the Money Marketing Awards 2013.
The firm has offices in Wilmslow, Knutsford and Chester. It provides advice on wealth and investment planning, pensions and inheritance tax strategies.