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Equilibrium offers model portfolios

IFA Equilibrium Asset Management has launched a model portfolio service to IFAs.

The discretionary service allows IFAs to access Equilibrium’s five allocation models, which invest across a number of assets and can be blended to create bespoke portfolios.

Equilibrium says it can also create customised versions of the portfolios to suit specific IFAs and clients.

The service is available to Nucleus IFAs and will be rolled out to the wider market in 12 to 18 months.

Equilibrium investment manager Mike Deverell says: “Our unique discretionary approach has enabled us to migrate 80 per cent of clients’ assets to wrap in two years. Our models have proved such a success for our clients that we wanted to share these with the IFA community.”

Skerritt Consultants head of investments Andrew Merricks says: “It is good to have choice in the market, so good luck to Equilibrium.

However, while it is quite easy to attract assets, it will become harder to retain them as more competitors come to market in this area.”


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There is one comment at the moment, we would love to hear your opinion too.

  1. Mike Deverell 2nd June 2011 at 3:31 pm

    Thanks Money Marketing for the coverage.

    However, just to point out that the firm bought by Perspective is Equilbrium Wealth Management who are nothing to do with this service.

    We are Equilibrium Asset Management based in Cheshire – a completely different firm.

    This st

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