Equilibrium Investment Management (EIM) is the newly launched investment arm of Equilibrium Asset Management. The latter provides holistic financial planning services to over 800 high net worth clients in the North West region. Launched in 1995, Equilibrium now oversees over £850 million of clients' assets with over 80 staff in Wilmslow, Cheshire.

EIM specifically deals with managing our clients' investments while the two firms work together to combine this with a range of financial planning services. With markets volatile and unpredictable, it has never been more important for clients to protect their assets and secure their financial future. With a client retention rate of 99%, Equilibrium endeavours to ensure clients have the peace of mind that their finances are in safe hands. Equilibrium goes beyond just providing advice on investments, instead developing long-term financial plans for clients and making a positive difference to people so that life can be enjoyed.

Equilibrium is built on an ethos of transparency. There is no bias in management of money with fees calculated on a value-added and strictly fair basis. Clients are allocated their own adviser, each with a team of client managers on hand for day-to-day assistance and regular reporting requirements. Having already collected a number of both regional and national awards, Equilibrium is well on its journey to becoming the go-to wealth management firm in the North West.

*AUM as at 01/09/2018

Supplementary Information Document

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Terms and Conditions

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Facilitated Adviser Charging Documents

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