Why Concentric.

At Concentric, we know that good financial planning is just the start. What counts is how your investments perform. That’s why we focus on giving you the best investment solutions.

Since 2018, we’ve grown with our clients. Today, we manage hundreds of millions for over 1,000 clients. We’ve added a treasury team to oversee almost $1 billion in cash solutions. Our team of twenty professionals is here for you, whether you’re in Jersey, Guernsey, or beyond.

We bring together top investment managers to work for you. By carefully choosing and combining them, we make sure your portfolio is set for optimal performance.

What do we mean by ‘optimal’? We aim to beat the average. To determine the average we compare ourselves to tough benchmarks like the Managed Portfolio Indices (MPI), known for their high standards.

How do we do this? We use a unique process that includes centralised custody, expert analysis, and careful selection and replacement of managers. With the latest technology, we make sure your investments deliver powerful, consistent results.

Why Concentric

We go the extra mile for you. It’s not just about our skills; it’s about knowing you and building trust.

Your feedback matters. We listen, we learn, and we adjust to meet your needs.

Our consultants have over 200 years of combined experience. You can rely on us for clear, straightforward guidance.

Expect more from your investments