A 33 minute watch
Equilibrium founder Colin Lawson swerved a life of being “overweight and grumpy” by leaving the Automobile Association, moving through Norwich Union and setting about building something meaningful that would eventually survive him.
“I didn’t want to be another self-employed individual, I wanted to build a business..”
Passing £1bn of assets this year with ambitions to grow to £4bn by 2028, Colin has deliberately taken the business away from model portfolios to a range of four funds (claiming that after a certain size the former become “dangerous”), shifted from commission to fees, embarked on a multi-faceted marketing and recruitment drive while putting a massive onus on philanthropy through the Equilibrium Foundation. Hear his ambitious growth and exit plans in this latest video…
“You’ve got to be brave enough to step back and let others make decisions…”
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Adviser Insight: Joe Young of Masterplan Wealth
14 February 2022