CentricWealth

• Balancing portfolio risk against returns

  Can investors protect their portfolios against the dual risks of inflation and recession? Kieran Canavan (Centric Wealth) and Andy Gardner (Fiera Capital) consider suitable strategies.

   

• Beyond SMAs: The next evolution

  Mike Wright (Evidentia/Lonsec), Alex Donald (Ironbark), and Kieran Canavan (Centric) explore the evolving structure of managed accounts as more investors turn to this structure to access illiquid investments and wholesale opportunities.

   

• Building a digital first business

  Martin Morris (Centric) explains the need for the advice industry to embrace technology in order to satisfy the digital expectations of clients & provides insights into how to build a digital first culture within an advice business.