Wealth manager turnover surges 20%
Date added:
04/11/2016
EQUILIBRIUM, the Handforth Dean-based firm which provides wealth management and investment planning, has increased turnover by 20% to £6m in the last financial year. The strong year has also seen the company increase staff numbers by 10 to 60.The firm has won more than £90m in new assets in the last 12 months, as the firm celebrated its 21st year, taking total assets under management to £595m. It also expanded its base by an 85 families, taking the total number of clients to to more than 850 families.Colin Lawson, ....
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