Centric Wealth beefs up domestic equities portfolio, appoints Vinva to manage $100 million

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Centric Wealth, part of the Findex Group, has announced the inclusion of Vinva Investment Management to its Australian Equities portfolio via the launch of Australian Equities Extension Fund (“the Fund”). Kieran Canavan, Chief Investment Officer for Findex said that seeding the Fund was consistent with providing the best of breed investment opportunities to investors consistent […]

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Australia’s millionaires lose their appetite for growth but gain a healthy hunger for advice

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Over half of Australia’s 310,000 millionaires want more financial advice, and are prepared to pay for it, according to the latest Centric Wealth / Investment Trends High Net Worth Investor Report. Survey respondents said key areas in which they needed more advice were estate planning, reviewing current investment portfolios, investment strategy, asset protection strategies, borrowing […]

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