The year saw Equilibrium expand to Chester. We opened a new office at Chester Business Park and began hosting seminars in the Chester area.

The business was also awarded Best Wealth Manager at the Money Marketing Awards. The awards are regarded as a key event in the financial services industry calendar where the UK’s major financial service organisations come together to celebrate best practice. Being named Best Wealth Manager was a great honour and was further proof of our ability to compete against larger firms with a national reach.

Equilibrium also featured in the Financial Times’ Private Wealth Management Survey for the second time. The survey analyses performance figures of wealth managers over 1, 3 and 5 years and we were delighted to be in the top 5 performing wealth management companies in the UK. We have consistently performed well in this annual survey and were recently included in the survey for the fifth consecutive year. To find out more about our 2016 results click here.

Key events

  • Equilibrium expanded to open its first office in Chester.
  • We won Best Wealth Manager at the Money Marketing Awards 2013
  • We were ranked in the top 5 performing wealth management companies in the UK in the Financial Times’ Private Client Wealth Management Survey