Concentric Group has taken a significant step forward by introducing three distinct divisions, each designed to offer targeted expertise and solutions. This strategic move enhances its ability to align clients’ financial goals with optimised outcomes, leveraging cutting-edge technology, proprietary insights, and a commitment to excellence.
The newly launched Concentric Wealth division focuses on delivering tailored advice for wealth planning, pensions, protection, and investments. Its client-centred approach ensures bespoke strategies to support financial aspirations. Concentric Consultancy stands out with its proprietary data insights, enhancing manager selection processes to drive superior investment performance. Meanwhile, Concentric Treasury offers advanced technological solutions to streamline cash management and effectively mitigate counterparty risks.
This bold expansion positions Concentric Group as a leader in delivering high-performing solutions that seamlessly connect expertise with client success. By harnessing intellectual capital and in-depth research, the company ensures its clients can confidently navigate complex financial landscapes.
Concentric Group empowers clients through its innovative services, excelling in wealth planning, consultancy, and treasury management.
TEAM plc (LON:TEAM) is building a new wealth, asset management and complementary financial services group. With a focus on the UK, Crown Dependencies and International Finance Centres, the strategy is to build local businesses of scale around TEAM’s core skill of providing investment management services.
