Equilibrium Asset Management: Leadership, Expansion, and Stakeholders

This briefing note analyzes Equilibrium Asset Management, an award-winning wealth management company. The report examines the company's stakeholders, including customers and employees, and their impact on decision-making. It addresses issues related to the company's organizational structure and business expansion challenges, recommending an innovative leadership approach. The note explores the organizational life cycle stages, emphasizing the importance of proactive measures. The report suggests foreign direct investment as a suitable expansion strategy. The summary concludes that implementing appropriate leadership and expansion strategies is essential for maintaining organizational structure and overcoming challenges. The recommendations include adopting innovative leadership and taking precautions for expansion, along with the use of foreign direct investment.

Briefing Note

Table of Content
 Briefing
 Task 1
 Task 2
 Task 3
 Task 4
 Summary
 Recommendation
 References

Briefing
Briefing note is short paper which quickly as well as effectively informs
decision maker about an issue. 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.

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. 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
 Organisational life cycle

Cont...
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.
Organisational life cycle

Cont…
 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.
 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.

Task 4
For Equilibrium Assets management company, it is important to use
suitable approach for their expansion approach. Thus, for respective
company foreign direct investment is more suitable approach for
expanding business expansion are as follows :-
 Foreign direct investment

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. 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.

Recommendations
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
 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.