We have a different, human approach to collaboration and establishing long-term reciprocal relationships. Equilibrium becomes your practice's investment management team and an extension of your practice.
We value building long-term
reciprocal relationships.
We believe in partnerships, where we
become an extention of your team.
The team has combined investment industry experience of more than 100 years. Our team consists of CFA charter holders, actuaries, and certified financial planners allowing us to consider the effects of decisions to manage clients' portfolios from multiple perspectives.
BAccSci (Hons), CA(SA), CFA
Level III Candidate
5 years experience
BCom (Hons) Finance & Investment Management
6 years experience
Post-graduate and Advanced Diploma in Financial Planning
33 years experience
BAccSci (Hons), CA(SA), CFA Level III Candidate
5 years experience
CFP®, BCom
28 years experience
BSc (Hons), MBA, Program for Executive Development (IMD Switzerland)
30 years experience
FASSA, BSc Actuarial and Financial Mathematics, Post-graduate diploma in Actuarial Science
14 years experience
BCom (Hons), CA(SA), CFA
11 years experience
BCom
22 years experience
PhD Clinical Psychology, Advanced Management Programme, Leadership & Management (Oxford)
24 years experience
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