BlogEquilibrium appoint six as growth continues

Equilibrium appoint six as growth continues

Wealth manager Equilibrium Asset Management has boosted its client service expertise with the hire of six new employees.

Headcount now stands at 78 with the firm’s advisers managing almost £800 million of assets for over 1,000 families.

The hires are spread over several teams and include Client Managers Laura Kenmare and Sarah Coleman, Compliance Associate Caroline Knight and Investment Analyst James Carr.

Also joining are Financial Controller Joanne Watmore and Technical Specialist Andy Thewlis.

It has been a busy few weeks at Equilibrium, with May featuring the firm’s inaugural wealth conference. Called Equinox Live, the event attracted over 200 people to Alderley Park to hear from speakers such as rogue trader Nick Leeson and star of TV’s The Real Hustle Alexis Conran.

Managing Partner Gaynor Rigby said: “The latest members of the Equilibrium family have already made a great impression with existing staff and clients.

“As we grow the amount of assets we manage, we continue to ensure we are in the best place possible.

“The six appointments will enhance our service efficiency for clients as they have been made strategically across various in-house teams.”

She added: “These hires come alongside Equinox Live, which was a tremendously successful wealth conference, and comes after we recently landed £80m of net asset wins in six months – surpassing our half year target by £30m.”

Wilmslow-based Equilibrium, which also has an office in Chester, turned over more than £7 million at the end of its last fiscal year in 2017.

Latest

Drew Povey Outlines Five Essential Tips To Help New Leaders Win Over Their Teams Quickly

For many individuals stepping into leadership roles for the first time, one challenge stands out above the rest: how to earn the trust and...

Family Creates Colouring Book Project In Daughter’s Memory To Support Children’s Hospice

A couple from the UK have launched a series of colouring books inspired by towns across Britain, following the loss of their daughter, Freya. Stephen,...

One Degree doubles reach as life-changing mentoring goes nationwide

One Degree, the UK charity transforming young lives through tailored mentoring, is set to double the number of students it supports from disadvantaged backgrounds...

King Charles III’s costal path puts Dorset on track to be Britain’s next great destination

Independent holiday agency Dorset Cottage Holidays says the county is ready for its moment in the spotlight. The opening of the King Charles III England...
Subscribe to our newsletter
Business Manchester will use the information you provide on this form to be in touch with you and to provide updates and marketing.
Don't miss

One Degree doubles reach as life-changing mentoring goes nationwide

One Degree, the UK charity transforming young lives through tailored mentoring, is set to double the number of students it supports from disadvantaged backgrounds...

Family Creates Colouring Book Project In Daughter’s Memory To Support Children’s Hospice

A couple from the UK have launched a series of colouring books inspired by towns across Britain, following the loss of their daughter, Freya. Stephen,...

Study shows how organisations can improve SharePoint outcomes and workplace efficiency

A comprehensive global intranet benchmarking study, reviewing more than 159,000 intranet pages across 28 organisations, has delivered an important message for business leaders: employee...

Unhooked appointed by Tradesman Saver to support growth strategy

Stockport-based PR agency Unhooked has been appointed to deliver PR for specialist insurance provider Tradesman Saver, which offers tailored cover for tradespeople, sole traders...

More News

5 Essential health and safety tips for UK workplaces

If you want to keep a UK workplace safe and legally compliant right now, you need to focus on five specific pillars which are...

‘New Maximalism’ set to dominate as Hancocks Jewellers releases 2026 trend outlook

Independent jewellery house Hancocks Jewellers has released its annual trend report, highlighting a major move towards “The New Maximalism”. The forecast points to a...

Great gifts for Grandad this Christmas

Show Grandad just how special he is this festive season with gifts that blend comfort, quality, and a touch of tradition.  Whether he’s a fan...