Equilibrium Asset Management: Expansion and Leadership Briefing Note

This report is a briefing note focused on Equilibrium Asset Management, an award-winning wealth management company. It addresses issues related to the company's organizational structure and business expansion. The report analyzes stakeholders, emphasizing the importance of employees in change management. It recommends innovative leadership approaches and discusses the organizational lifecycle, highlighting stages from birth to death. The report suggests foreign direct investment (FDI) as a suitable expansion strategy, emphasizing effective communication. The summary recommends focusing on organizational structure through innovative leadership, and taking precautions for expansion, including FDI. The report also includes a list of references.

Briefing Note

BRIEFING...........................................................................................................................................3
TASK 1.................................................................................................................................................3
TASK 2.................................................................................................................................................3
TASK 3.................................................................................................................................................4
TASK 4.................................................................................................................................................4
SUMMARY..........................................................................................................................................5
RECOMMENDATION.......................................................................................................................5
REFERENCES....................................................................................................................................6

BRIEFING
Briefing note is short paper which quickly as well as effectively informs decision
maker about an issue (Jax, 2016). This report is based on Equilibrium asset management
which is award winning wealth management company which is offering a genuinely
personalised financial planning as well as investment service, giving clients confidence now
and in the future. Respective organisation was established in 1995 and located in United
Kingdom. In this report briefing note will design for the issues company is facing and also for
their expansion procedure.
TASK 1
Stakeholder in organisation are important part as they have high level of interest
within working of Company. There are two type of stakeholders that can be internal as well
as external both. In addition to this, Equilibrium Assets Management Company have several
important stakeholders such as customers, employees, investors and so on. All these play
important role within decision making purpose of business firm (McKeigue and et. al., 2018).
Moreover, employees are the one who play important role in potential change management in
company so that things will be manage in proper way because negative thing will result in
their behaviour and employees behaviour.
TASK 2
Company is facing issues related to their loose organisation structure and challenges
related to the business expansion. Thus, equilibrium assets management company must select
suitable leadership approach because it will help them in strengthening their organisational
structure within effective manner. So for respective company innovative leadership approach
is more suitable explanation are as follows:-
Innovative leadership approach – It is more suitable approach for Equilibrium assets
management company as in this approach leaders gasp overall situation as well as go beyond
the usual course of action. In addition to this leader are good in visualising the future as well
as known exactly want is working as well as what is not and brining new ideas into vision
reality.
Organisational life cycle – It is life cycle of organisation which starts from its
creation and till its termination. Explanation of these five stages are as follows :-

Figure 1 Organisational lifecycle
(Source: Organisational lifecycle, 2016)
 Birth – It is foundation stage of organisation which may be dangerous because there
may be chances of failure. So it is important for Equilibrium Assets Management
company to take all the major precautions related to it.
 Growth – After getting succeed organisation starting growth within business
environment and customers purchasing their product (Rounsevell and Harrison,
2016).
 Decline – It is the stage at which company start getting decline so it is essential for
Equilibrium Assets Management Company to implement innovative leadership
approach for spot organisation to decline more.
 Death – It is the stage at which company get death, but Equilibrium Assets
Management company already implemented innovative leadership approach in
advance which save respective company from getting decline.
TASK 3
It is essential for company to implement suitable approach for maintaining culture as
it may be the reason of loose organisational structure. Thus, for Equilibrium Assets

Management company innovative leadership approach is more suitable because through this
leader gasp overall situation as well as go beyond the usual course of action. In addition to
this leader are good in visualising the future as well as known exactly want is working as well
as what is not and brining new ideas into vision reality. Such practices provide assistance to
business firm in maintaining culture as employees also feel motivated for working on
something innovative.
TASK 4
For Equilibrium Assets management company, it is important to use suitable approach
for their expansion approach (Barker, Hannaford and Parry, 2016). Thus, for respective
company foreign direct investment is more suitable approach for expanding business
expansion are as follows :-
Foreign direct investment – It is an investment which made by an organisation as
well as individual in one country within business interests located within another nation
(Douch, Edwards and Milne, 2017). Generally, FDI take place when an investor establish
foreign business operations or acquires foreign business assist in foreign company.
For expansion through foreign direct investment also required implementing proper
communication approach. So that, information related to expansion will be discussed by
company in proper way. Thus, Equilibrium assets management company can communicate
through meeting as well as remaining information ill discussed by email in proper manner.
SUMMARY
From this report it has been summarised that for an business firm it is important to
implement suitable leadership approach within their working because it help in maintaining
organisation structure and employees working in proper manner (Vecchione and Parkhurst,
2016). In addition to this, there are several challenges which company face while expanding
business but it is important for them to take major steps related to the same.
RECOMMENDATION
After going through entire discussion it has been recommended to Equilibrium assets
management company to focus on their organisation structure by implementing suitable
leadership approach. In addition to this, another issue is related to challenges which company
may face while expanding business. Recommendation for Equilibrium Assets Management
company are as follows :-

 For Equilibrium Assets Management company innovative leadership approach is
more suitable as it will help them in repairing their loose organisation structure within
effective manner.
 In addition to this, for challenges which company may face in expansion process
Equilibrium Assets management have to take major precautions in advance. Along
with this, for them most suitable approach for expansion is foreign direct investment.
Thus, by implementing things in respective company will overcome with the issues in
appropriate manner.

REFERENCES
Books and Journals
Jax, K., 2016. Briefing Note 3.1 Ecosystem functions: a critical perspective. Routledge
Handbook of Ecosystem Services, p.42.
McKeigue, P., Miller, D., Mason, J. and Robinson, P., 2018. Briefing Note on the Integrity
Initiative. Working Group on Syria Propaganda and Media, 21.
Rounsevell, M. D. and Harrison, P. A., 2016. Briefing Note 7.2 Drivers of change for
ecosystem services. Routledge Handbook of Ecosystem Services, p.94.
Barker, L., Hannaford, J. and Parry, S., 2016. Briefing note. Severity of the December 2015
floods-preliminary analysis.
Vecchione, E. and Parkhurst, J., 2016. Evidence Advisory System Briefing Notes: Ethiopia.
Douch, M., Edwards, T. H. and Milne, A., 2017. A briefing on the UK's choice of trade
arrangements outside of the EU. Available at SSRN 3002673.
Kane, A., 2019. China Briefing, 1990. Routledge.
Online
Organisational lifecycle, 2016.[Online].Available
through<https://managementmania.com/en/organization-lifecycle>