Equilibrium

Name

Equilibrium

Legal name

Equilibrium Investment Management (Pty) Ltd

Website

https://equilibriuminvest.co.za

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Discretionary Fund Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Discretionary fund management
• Model portfolio services
• Investment management solutions
• Multi-asset portfolios
• Financial adviser support

Headquarters

HQ city

Centurion

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Discretionary Fund Management Fees: Equilibrium earns fees as a Discretionary Fund Manager (DFM) for constructing and managing investment portfolios on behalf of financial advisers and their clients. Fees are typically charged as a percentage of assets under management (AUM).

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Equilibrium is an independent discretionary fund manager (DFM) that constructs and manages model investment portfolios on behalf of financial advisers and their end-investor clients. It offers a suite of multi-asset portfolios across risk profiles (Income, Conservative, Stable, Moderate, Balanced, Growth), plus specialised mandates (TFSA, Hedge, Shariah-compliant, Global), available either as model portfolios or fund-of-funds structures on multiple LISP platforms in South Africa. The firm supplements portfolio management with investment consulting services for advisers holding Category II FSP licenses.

Product overview

Equilibrium is an independent discretionary fund manager providing investment management services primarily to financial advisers in South Africa. The company offers a unified platform of model portfolio solutions available through both model portfolio and fund-of-funds structures, categorized by risk profiles (Income, Conservative, Stable, Moderate, Balanced, Growth, Unconstrained) and specialized offerings (TFSA, Hedge, Shariah-compliant, Global). Their core product consists of multi-asset model portfolios designed around three investment pillars: time horizon, risk budget, and return objective. They supplement their portfolio management with investment consulting services for advisers holding their own Category II FSP licenses. Portfolios are available on multiple LISP platforms including Allan Gray, Glacier by Sanlam, INN8, Momentum, Ninety One, Old Mutual Wealth, PPS Investments, and Stanlib.

Differentiator

Problem solved

Functional benefit

Products and services

• Income Portfolio Conservative portfolio targeting the South African short-term interest rate benchmark (SteFI) returns over one-year rolling periods, designed for investors seeking capital preservation and income.
• Conservative Portfolio Portfolio targeting CPI+2% over three-year rolling periods, designed for investors with lower risk tolerance seeking steady growth.
• Stable Portfolio Portfolio targeting CPI+3% over four-year rolling periods, designed for investors seeking moderate growth with some downside protection.
• Moderate Portfolio Portfolio targeting CPI+4% over five-year rolling periods, designed for investors seeking balanced growth and income.
• Balanced Portfolio Portfolio targeting CPI+5% over six-year rolling periods, designed for investors with medium to long-term horizons seeking growth.
• Growth Portfolio Portfolio targeting CPI+6% over seven-year rolling periods, designed for investors with higher risk tolerance seeking maximum growth.
• Unconstrained Portfolio Non-Regulation 28 compliant portfolio offering greater flexibility in asset allocation for investors requiring more latitude in investment decisions.
• TFSA Portfolio Portfolio designed for Tax-Free Savings Accounts, targeting CPI+6% over rolling 7-year periods.
• Stable Hedge Portfolio Hedged portfolio targeting STeFI Composite over rolling 3-year periods, designed for investors seeking lower volatility with downside protection.
• Growth Hedge Portfolio Hedged portfolio targeting FTSE/JSE Capped SWIX All Share over rolling 7-year periods, designed for investors seeking growth with reduced market volatility.
• Shariah Moderate Portfolio Shariah-compliant portfolio targeting CPI+1.5% over rolling 5-year periods, designed for investors requiring Islamic finance-compliant investments.
• Shariah Growth Portfolio Shariah-compliant portfolio targeting CPI+3% over rolling 7-year periods, designed for investors seeking Islamic finance-compliant growth.
• Global Cautious Portfolio USD or ZAR-denominated global portfolio targeting Global Cash +2.5%, designed for internationally diversifying investors with lower risk tolerance.
• Global Managed Portfolio USD or ZAR-denominated global portfolio targeting Global Cash +4.0%, designed for internationally diversifying investors seeking moderate growth.
• Global Growth Portfolio USD or ZAR-denominated global portfolio targeting Global Cash +5.5%, designed for internationally diversifying investors seeking maximum growth.
• Model Portfolios Efficiently constructed investment portfolios continually optimized, maintaining construction in line with stated objectives; available through model portfolio or fund-of-funds structures.
• Customized Portfolios Tailored portfolio solutions constructed based on client objectives, focusing on defined time horizons, risk budgets, and return objectives.
• Investment Consulting Investment consulting services for Category II FSP license holders, including investment management research, portfolio construction and attribution, monitoring of returns, portfolio optimization, asset allocation, reporting, and execution.

Quantifiable outcome

• Grew AUM from R4.9bn (2017) to nearly R13bn (2021) under new leadership
• +2 more outcomes

Named customers2 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core.

• Momentum Metropolitan GroupcoreStrategic or Co-development PartnerEquilibrium is part of Momentum Metropolitan Group (formerly Momentum Group Limited), one of South Africa's largest financial services companies. This partnership provides Equilibrium with the backing of a large balance sheet and established brand credibility. The group operates under Momentum Metropolitan Holdings Limited.
• Allan GraycoreTechnology or IntegrationAllan Gray is one of the LISP platforms through which Equilibrium's model portfolios are available, allowing advisers to access Equilibrium's DFM services on the Allan Gray platform.
• Glacier by SanlamcoreTechnology or IntegrationGlacier by Sanlam is a LISP platform partner offering Equilibrium's model portfolios to advisers and their clients.
• INN8coreTechnology or IntegrationINN8 is a LISP platform partner through which Equilibrium's model portfolios are available.
• MomentumcoreTechnology or IntegrationMomentum is both a parent group member and a LISP platform through which Equilibrium's portfolios are accessible.
• Ninety OnecoreTechnology or IntegrationNinety One is a LISP platform partner offering Equilibrium's model portfolios to advisers.
• Old Mutual WealthcoreTechnology or IntegrationOld Mutual Wealth is a LISP platform partner through which Equilibrium's model portfolios are available.
• PPS InvestmentscoreTechnology or IntegrationPPS Investments is a LISP platform partner offering Equilibrium's model portfolios to professional financial advisers.
• StanlibcoreTechnology or IntegrationStanlib is a LISP platform partner through which Equilibrium's model portfolios are accessible.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Allan Gray: South African investment manager offering LISP platform services and proprietary DFM model portfolios to advisers - competes head-to-head with Equilibrium across multi-manager portfolios and adviser distribution.
• 27four Investment Managers: South African B-BBEE Level 1 discretionary fund manager providing model portfolio solutions to advisers - directly comparable in niche focus, transformation credentials, and adviser-channel GTM.
• Glacier by Sanlam: Sanlam's LISP platform offering discretionary fund management and model portfolio services to financial advisers and their clients in South Africa - directly competes with Equilibrium for the same adviser channel.
• Stanlib: Liberty-owned asset manager offering LISP platform and DFM services to South African advisers - overlaps with Equilibrium in multi-manager portfolios and adviser distribution.
• Truffle Asset Management: Independent South African DFM offering multi-asset model portfolios to advisers - directly competes with Equilibrium for the same adviser mandate in the local DFM market.
• Fundhouse: Independent South African discretionary fund manager focused exclusively on adviser-led model portfolios - a close direct peer in size, business model, and adviser-channel focus.
• Old Mutual Wealth: Old Mutual's wealth platform providing LISP and discretionary fund management solutions to South African advisers - directly comparable to Equilibrium in target market, product structure, and distribution model.

Broad incumbents

• Coronation Fund Managers: Major South African asset manager offering multi-asset funds and DFM-style model portfolios via adviser platforms - comparable in adviser-channel distribution and multi-asset product offerings.
• Alexforbes: South African multi-product wealth and investment manager offering DFM, retirement fund, and adviser support services - broader incumbent with overlapping adviser-channel DFM solutions.
• Ninety One: Large South African-headquartered global asset manager offering multi-asset funds, model portfolios, and LISP services - broader incumbent with overlapping DFM capabilities and adviser distribution.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/eq-invest

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Equilibrium