At Equilibrium, we bring improved balance into your financial advice practice.
We offer a different, human approach to collaboration and establishing long-term reciprocal relationships.
Equilibrium becomes not only your practice’s investment management team, but also an extension of your practice.
Equilibrium offers you discretionary fund management services and investment solutions to help your clients achieve their defined investment goals through personalised portfolios.
We offer:
Discretionary fund management (DFM) is a form of investment management where investment decisions, such as deciding on the funds that make up the investment portfolio and their weightings, are made at the investment manager's discretion on behalf of an investor, within the limitations of a mandate.
When a DFM is appointed, it is no longer up to you to select and switch funds continually. Because of this, you must have the utmost trust in the DFM's capabilities.
Over the years, the investment world has changed drastically. The business of providing financial advice, specifically investment advice, has increasingly shifted from researching and picking funds, to looking after clients and helping them achieve their personal investment goals. Some of the drivers of this change have been: