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. 

Investment Management

Equilibrium

The City of Tshwane office likely manages client portfolios and distribution channels for financial products in Gauteng.

City of Tshwane

Equilibrium's headquarters in City of Tshwane, South Africa

Jeanette Marais

Theo Terblanche

Martin Riekert

Daleen Lessing

The Investment and Portfolio Management team at Equilibrium specializes in developing and executing personalized investment strategies designed to meet clients' unique objectives. This team works collaboratively to manage client portfolios, oversee investment operations, and ensure seamless administration. Each member plays a critical role in building and maintaining long-term, reciprocal relationships with clients, serving as an extension of their practice to deliver sustainable investment outcomes.

Investment and Portfolio Management

This department oversees strategic direction and decision-making within the organization.

Leadership

This department focuses on identifying growth opportunities, building strategic partnerships, and driving revenue through business development initiatives.

Business Development

This department manages and streamlines investment-related processes and administrative functions.

Equilibrium

Org chart

Teams

Investment and Portfolio Management

Leadership

Business Development

Investment Operations

Offices

Equilibrium

Org chart

Teams

Investment and Portfolio Management

Leadership

Business Development

Investment Operations

Offices

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