For the fifth consecutive year, we are delighted to have been included in the FT Private Client Wealth Management Survey. In particular, we are extremely pleased that we are ranked in the top five of all the participating firms over all the time periods surveyed.
Wealth-X, the data provider and Financial Times’ research partner for the survey, profiled 43 leading wealth managers in the UK. The comprehensive survey looks at a range of performance indicators of the firms, including returns over a variety of periods, investment allocations and the fees clients pay.
The survey analyses performance figures of wealth managers over 1, 3 and 5 years (as at 31 December 2015). As a result of global economic problems resulting in uncertainty and volatility, the survey highlighted that the average balanced portfolio posted returns of just 2.3% in 2015 – down from 4.8% in 2014. We are pleased to see our 1 year performance ranking for our balanced at 4.63%, ranking 3rd out of all firms.
In addition, we are delighted to be 4th out of all firms for our 3 years performance ranking for a balanced portfolio and 5th out of all firms over 5 years. Our investment approach is built on asset allocation and diversification and the survey again illustrates how our results are achieved by taking less risk than the average balanced portfolio. The average equity holding by firms was 48%, compared to our 35% (with those firms positioned higher than Equilibrium all holding a substantially higher percentage of equities).
To be consistently recognised by the Financial Times as one of the leading wealth managers in the UK, and to have our performance endorsed independently, is something we are extremely proud of.
At Equilibrium, we combine investment management with careful tax planning and financial planning to achieve the best overall results to help clients achieve their financial planning goals and objectives.
Past performance is never a guide to future performance. The value of your investments can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.