ADRIAN RAFA

DIRECTOR & HEAD OF RESEARCH

+44 (0) 1534 888801
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Adrian is a Director and Head of Research within Concentric, with responsibilities including sustainable investment research, investment solutions analysis, and heading up the Concentric Investment Committee.

Adrian conducts research and due diligence on a wide range of traditional and sustainable investment managers as well as collective investment schemes which supports the investment consultants in their client facing activities.

Adrian has more than 8 years’ experience in financial services. He recently worked within investment management, previously as a Senior Research Analyst with the Enhance Group, following a variety of roles with HSBC that included working with a varied client base, providing specialist advice on relevant financial products and services including full financial planning reviews.

Adrian holds a Bachelor of Science in International Financial Services from the University of Buckingham, where he graduated as a valedictorian of his year. He is also a Chartered Fellow of the CISI, where he holds the level 7 Chartered Wealth Manager (Masters in Wealth Management) qualification and is a Fellow of the Personal Finance Society where he holds the Advanced Diploma in Financial Planning. Additionally, Adrian holds the CFA UK Investment Management Certificate (IMC) as well as being a level III candidate on the Chartered Financial Analyst (CFA) Program.