View more on these topics

Adviser firm of the year: Equilibrium Asset Management

Adviser of the year

A total of nine firms were shortlisted for adviser firm of the year, the biggest and most prestigious adviser award of the night. The judges were presented with an array of different business models and commended the quality of firms seen through the interview process.

After much deliberation, Equilibrium Asset Management was crowned the winner thanks to its attitude to client service, its clear strategy around client communications and disclosure, and the time it has invested in client reports.

Judges praised the way Equilbrium makes its advice easy to understand through the use of regular investment briefings, weekly blogs and its client magazine. It was clear the firm had consistently built up its business over the years through client referrals with a clear sense of its target market. Judges liked the way the business “takes a very complex subject and humanises it”, and the firm was similarly praised for its ethos of trying to “democratise the advice process”.

Judges were also impressed with the 35 client managers employed within the firm, saying Equilibrium is “surrounding the client with service”.

One judge said the award was great recognition for a firm dubbed “the people’s adviser.” Another added: “This was the most innovative proposition I saw.”


Cullen Wealth

Chadney Bulgin

Epoch Wealth Management

Almary Green Investments

Westminister Wealth Management

Saunderson House

True Potential

Paradigm Norton Financial Planning



Standard Life set to cut 70 roles

Standard Life is set to cut 70 job roles from its Edinburgh IT department. The investment firm hopes to meet the target through voluntary redundancy, according to the BBC. The headcount drop is meant to improve how Standard Life services customers, reacts to market needs and “delivers technology”. Standard Life chief information officer Mark Dixon […]


Vertical integration: It’s about fund flows, stupid

Who wants to become the new St James’s Place? According to industry analyst Ned Cazalet, Old Mutual Wealth does, as does Standard Life, as do all the other traditional life companies making a bid to reinvent themselves. Cazalet’s insightful reports (or “provocations” as I have alternatively heard them called) have form in making providers and […]


Robert Reid: Waspi affair is waking people up to pensions

When Ros Altmann was looking into Government instead of looking out, as she is now as pensions minister, life must have been so much simpler. As advisers we are always being warned about conflicts of interest, yet politicians are seemingly exempt. Pension freedoms released money into the economy just as the access to Lifetime Isas […]

In Focus image

In Focus — May 2015: private medical insurance market in Germany

Welcome to the latest edition of In Focus. In this issue, Jelf examines the private medical insurance market for employers with expatriate workforces in Germany. This includes the common challenges faced in sourcing appropriate coverage, along with a selection of available solutions. This will be of particular interest to HR/reward decision makers with employees based in Germany. It will assess the cultural norms, risks and backdrop that are relevant to organisations with expatriate staff in this location.


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm