Equilibrium appoints six new employees
18 June 2018 Cheshire
Image: Shutterstock
Wealth manager Equilibrium asset management has boosted its client service expertise through the appointment of six new employees.
The firms’ headcount now stands at 78 and the advisers manage almost £800 million of assets for over 1,000 families.
Spread over several teams, the hires include client managers Laura Kenmare and Sarah Coleman, compliance associate Caroline Knight, and investment analyst James Carr.
Meanwhile, Joanna Watmore joins as financial controller and Andy Thewlis joins as technical specialist.
Gaynor Rigby, managing partner, said: “The latest members of the Equilibrium team 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 £80 million of net asset wins in six months—surpassing our half year target by £30 million.”
The firms’ headcount now stands at 78 and the advisers manage almost £800 million of assets for over 1,000 families.
Spread over several teams, the hires include client managers Laura Kenmare and Sarah Coleman, compliance associate Caroline Knight, and investment analyst James Carr.
Meanwhile, Joanna Watmore joins as financial controller and Andy Thewlis joins as technical specialist.
Gaynor Rigby, managing partner, said: “The latest members of the Equilibrium team 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 £80 million of net asset wins in six months—surpassing our half year target by £30 million.”
NO FEE, NO RISK
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
100% ON RETURNS If you invest in only one asset servicing news source this year, make sure it is your free subscription to Asset Servicing Times
.jpg)