Concentric Welcomes Three Experienced Investment Professionals to Strengthen Wealth Team.

Concentric Group is delighted to announce the addition of three highly experienced investment professionals – Jason Mills, Matthew Munns, and John Medcalf – who have joined the Wealth team, focusing on providing bespoke services to private clients.

Collectively bringing over 80 years of experience in investment advice, Jason, Matthew, and John are well-regarded in the industry for their client-centric approach and proven track record of delivering successful investment outcomes. Their decision to join Concentric reflects a shared commitment to technical excellence and enhancing the firm’s core offering.

Gordon Bennie, CEO and Investment Consultant at Concentric, commented:

We are thrilled to welcome Jason, Matthew, and John to Concentric. Their extensive expertise and deep industry knowledge will be invaluable as we continue to deliver performance-driven solutions tailored to the unique needs of our private clients. This is a significant step forward for our Wealth team and reinforces our position as a trusted partner in the investment management sector.

The new starters highlighted Concentric’s commitment to continuous learning and technical growth as key factors influencing their move. They look forward to contributing to the firm’s success and expanding opportunities for its wealth division.
Concentric remains focused on delivering high-quality investment services while ensuring compliance with the industry’s highest standards of professionalism and ethics.