CentricWealth

  • Balancing portfolio risk against returns

    IMAP iBalancing 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

     more investors turn to managed accounts

    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

    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.

     

Contact us

Email

 

Phone
0414 443 236