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Concentric Group

Financial Services

Specialities :
Investment consultancy
Investment analysis
Managed portfolio service
Strategic financial planning
Private client pension services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Frequently Asked Questions About Concentric Group

What does Concentric group do?+

The Concentric Group provides investment consultancy, treasury consultancy and private client wealth services. Concentric delivers high-calibre investment solutions using refined financial planning techniques to charities, employer pension schemes, trustees and private clients, offering Impact and traditional discretionary solutions. Impact solutions enable investors to combine their investment objectives with support for the UNs Sustainable Development Goals. Concentric Consultancy provides in depth investment performance reporting incorporating analysis of the social and environmental impact of our investors capital. Concentric Treasury provides liquidity analysis, deposit consultancy, cash pooling and FX services. Concentric Financial Services Limited is regulated by the Jersey Financial Services Commission to...

What are Concentric group's specialties? +

Investment consultancy,investment analysis,managed portfolio service,strategic financial planning,private client pension services,corporate pension services,sustainable and impact investments,bespoke investment manager selection,and treasury consultancy

What is Concentric group's industry? +

Concentric group operates in the Financial services industry.

What is Concentric group's revenue? +

Concentric group's revenue is 11m - 100m

What is Concentric group's company size? +

Concentric group has 11 - 50 employees.

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