As an independent discretionary fund manager (DFM), we enable you to do what really matters - spend more time with your clients and build your business. Find out more on our website here: https://lnkd.in/dbBQQSdq #investments #dfm
Equilibrium
Financial Services
City of Tshwane, Gauteng 2,059 followers
As an independent discretionary fund manager (DFM), we enable you to do what matters - spending more time with clients.
About us
Our purpose is to create a sustainable investment proposition built with your clients' objectives in mind. We know you and your clients are unique, and investing is personal, so therefore we offer purposefully-built solutions capable of achieving particular and defined investment outcomes. 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.
- Website
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https://www.equilibriuminvest.co.za/
External link for Equilibrium
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- City of Tshwane, Gauteng
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Discretionary Fund Management, Investments, Investment Services, and Investment Solutions
Locations
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Primary
268 West Avenue
City of Tshwane, Gauteng 0157, ZA
Employees at Equilibrium
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Kamini Naidoo
Chief Investment Officer: Equilibrium
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Rupert Giessing, CFA
Portfolio Manager at Equilibrium Invest
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Nadine Jackson
Director and Shareholder at EQUILIBRIUM Consulting (Pty) Ltd
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Florbela Yates
MD: Equilibrium Investment | Dynamic Female Leader | Believer of the Value of Advice as a driver to add value to financial advisers & practices to…
Updates
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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. Find out more at eqinvest.co.za or click here: https://lnkd.in/dbBQQSdq
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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. Find out more here: https://lnkd.in/dR_rMNiQ
-
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. Find out more on our website here: https://lnkd.in/dbBQQSdq #investments #dfm
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Equilibrium makes it easy for you to help your clients achieve their goals and stay invested. We’re here to help you get your clients to their goals with more certainty and less anxiety, keeping them on their journey to achieving their investment goals. Find out more on our website: https://lnkd.in/e7cWYwS8
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Clients encounter a lot of big terms in the financial services industry which may add more anxiety regarding their investments. Florbela Yates, Managing Director of Equilibrium and Rowan Burger, head of strategic finance at Momentum Group Limited explain the security of a bank, life insurance company and unit trust investment without the jargon. #investments
Removing the jargon from investment goals | Equilibrium Frequency
equilibriumfrequency.podbean.com
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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. Find out more at eqinvest.co.za here: https://lnkd.in/dbBQQSdq
-
As an independent discretionary fund manager, 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. Visit our website for more: https://lnkd.in/e7cWYwS8
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On Equilibrium Frequency, our podcast channel, we discuss the world of investments to keep you informed and give you insights you can discuss with your clients to help them achieve their goals. #podcast #dfm #investments https://lnkd.in/dck9eQZf