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Enabling your financial advice outcomes

As an independent discretionary fund manager (DFM), we enable you to do what really matters - spending more time with your clients and building your business.

Our unique advice-led model portfolios are designed to be efficient and optimised through market cycles, so your clients stay invested and achieve their investment goals. Because partnering with you to enable your advice outcomes, is our business.

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EQUILIBRIUM, DISCRETIONARY FUND MANAGEMENT

The power of balance

At Equilibrium, we bring improved balance into your financial advice practice.

Human collaboration

We offer a different, human approach to collaboration and establishing long-term reciprocal relationships.

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Investment management

Equilibrium becomes not only your practice’s investment management team, but also an extension of your practice.

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Operational efficiencies

We align various administrative processes leading to operational efficiencies, saving you time and money.

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Our offering

Equilibrium offers you discretionary fund management services and investment solutions to help your clients achieve their defined investment goals through personalised portfolios.

We offer:

  • A holistic investment value proposition aligned to your financial advice process.
  • Simple and effective administration and reporting.
  • Investment consulting.
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We put the EQ in equilibrium

Our value proposition

We are about human collaboration that brings an expert team into your financial advice practice.
Collaboration: Black and white interlinked circles

Collaboration

We build a long-term relationship with you so you can build a long-term relationship with your clients.
Relationships: two red and black abstract figures intertwined

Relationships

We create operational efficiencies, saving you time and money to focus on your clients.
Saving time: a white hour glass with black sand.

Saving time

Outsourcing your investment management to us means you remove the investment compliance risk from your practice.
Compliance: a red balancing scale

Compliance

Our seasoned team brings more than 100 years of investment industry experience to your practice.
Expertise: a silhouette of a head witth a thick circle inside.

Expertise

Our client-centric approach assesses every investment opportunity in terms of added value to deliver on your clients’ goals.
Creating value: an open hand with x's floating above it.

Creating value

Being part of the Momentum Metropolitan Group gives you the backing of a big balance sheet.
Finances: a stack of coins

Finances

When you partner with us as your DFM, you can rest assured knowing that you have a specialist looking after your investments.
Partnerships: a red and a black hand shaking hands.

Partnerships

We have track record of constructing robust and compliant portfolio solutions to meet client investment goals.
Funds: a red circle with a black trend line running through.

Funds

Enhance your practice with our specialist skills and let us map out the safest journey to investment success.
Success: a red fag on a flag pole waving.

Success

Our advice-led portfolios are designed to be efficient and optimised through market cycles.
Portfolios: a circle with a piece cut out.

Portfolios

Focus your energy where it belongs and reclaim your precious time. That’s the power of balance.
Priorities: a red heart

Priorities

Equilibrium becomes not only your practice’s investment management team, but also an extension of your practice.
Investment management: Three arrows balanced on one corner tilted to the right and pointing up.

Investment management

We align various administrative processes leading to operational efficiencies, saving you time and money.
Operational effeciencies: a red round clock with the arrows facing to 10 past 10

Operational effiencies

Our portfolio solutions aim to achieve the desired outcomes and increase the probability of delivering the portfolio’s objective.
Client objective: a red circle with a white arrow pointed at the bulls eye.

Client objective

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What is discretionary fund management?

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.

2D images of stacked shapes in balance on the left

The rise of DFMs

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:

  • A complex investment landscape.
  • An increase in regulatory pressure.
  • More than 1 500 unit trusts available.

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