Taking Stock - July 2012

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Taking Stock July 2012

Welcome to this edition of Taking Stock which I hope provides a little light relief whilst we’re all basking in the cloudy skies that are masquerading as our Great British summer! The rain hasn’t dampened the spirits of our team though and you can see below what everyone has been getting up to during the last quarter. As recent months have seen the country honour the Queen’s Diamond Jubilee, we thought it would be fun to carry on with the theme and feature those of our clients who celebrated the Jubilee in style – as an incentive to send in a photograph of your festivities (be it a street party, garden party or other red, white and blue themed event), we’d be delighted to offer you the chance to win a luxury hamper via a prize draw. We’ll simply pull a name out of a hat of everyone that entered to determine the winner! I hope you find this issue to be of interest and, as always, would welcome any feedback. If there’s anything you’d like us to feature or celebrate, please let Olivia (Olivia@eqasset.co.uk) know. Kind regards

Colin Lawson

Managing Partner

Where in the World is Gareth? In our last issue of Taking Stock we mentioned Gareth’s departure from Equilibrium and how he had been spending his time travelling around Australia. Since then, he’s visited Thailand to brush up on his scuba diving skills and even became a qualified search and rescue diver. He then returned for a short stint in the UK after which he left for Zambia to volunteer in a local high school, coaching football. He’s now planning his next trip a little ‘closer’ to home in the Pyrenees Mountains, in which he attempts to follow in the tracks of Bradley Wiggins and cycle a part of the Tour de France route.

Thanks to our generous and hard earned holiday package, in the last quarter our team has travelled to: Phoenix, Paris, Marrakech, Ibiza, Turkey, Kefalonia, Rome, Portugal, Marseille, Sharm El-Sheikh, Bordeaux, Nürburg and Bermuda.

Equilibrium Asset Management LLP (a limited liability partnership) is authorised and regulated by the Financial Services Authority. Equilibrium Asset Management is entered on the FSA register under reference 452261. The FSA regulates advice which we provide on investment and insurance business; however it does not regulate advice which we provide purely in respect of taxation matters. Copyright Equilibrium Asset Management LLP. Not to be reproduced without permission


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