Adrian Rafa.

CFA

Director | Head of Research

Adrian is a Director and plays a crucial role as Head of Research at Concentric, overseeing investment research, investment solutions analysis, and leading the Concentric Investment Committee. His responsibilities encompass conducting extensive research and due diligence on a diverse array of traditional and sustainable investment managers, as well as collective investment schemes, to directly support the firm’s investment consultants in their client interactions.

With over 10 years of experience in financial services, Adrian brings a wealth of expertise to his role. He most recently served as a Senior Research Analyst at Enhance Group, focusing on investment management. Prior to this, Adrian held various roles at HSBC, where he provided specialized advice on financial products and services to a diverse clientele, including comprehensive financial planning reviews.

Adrian’s academic achievements underscore his commitment to excellence and continuous professional development. He holds a Bachelor of Science in International Financial Services from the University of Buckingham, graduating as valedictorian of his year. Adrian is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), also holding the prestigious Chartered Wealth Manager (Masters in Wealth Management) qualification at level 7, as well as the coveted CFA Charterholder. Additionally, he is a Fellow of the Personal Finance Society, holding the Advanced Diploma in Financial Planning, and holds the CFA UK Investment Management Certificate (IMC).

Adrian’s comprehensive skill set, academic rigour, and professional certifications enable him to drive informed decision-making and deliver superior investment strategies at Concentric, ensuring exceptional service and outcomes for clients.

Adrian Rafa.

Director | Head of Research

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