Centric Wealth Advisory is an award winning privately owned and managed wealth advisory business. In 2022 and 2023 we were awarded the Boutique Wealth Manager of the year in the Krutham (formerly Intellidex) Top Wealth Managers and Private Banks survey. In addition, we have been awarded the People's Choice Award over the past four consecutive years between 2021 to 2024. Our client-centric approach and independence affords our clients flexibility and choice. This enables us to position ourselves at the hub of a network of providers that offer trustee, fiduciary and investment management services. Our clients get the benefit of honest and unbiased advice as well as clearly defined and individually tailored investment strategies.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 183 Albion Springs, Cnr Albion Springs Close And Main Road, Rondebosch,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- centricwealth.co.za
- Keywords
- Intergenerational planning, Investment Planning, Retirement Planning, Risk Planning, Behavioral Finance, Succession Planning, Fiduciary specialist, Offshore Investments, Employee Benefits, Family Office.
- HQ
- Cape Town, Western Cape
Centric Wealth Advisory - Sa's Top Boutique Wealth Manager Of The Year 2022 And 2023 Questions
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023's website is centricwealth.co.za
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023's LinkedIn profile is https://za.linkedin.com/company/centric-wealth-advisory
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023 has
9 employees.
View email and phone details for 9
employees at Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023.
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023's industry is
Financial Services
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023's top competitors are
Wealth Advisory Partners Ltd,
Brenthurst Wealth Management (Pty) Ltd,
Expat Things,
Creation Wealth,
Sasfin,
Centric Wealth,
Franzsen & Van Reenen Wealth Advisory,
Taxspace,
Quoin,
Chrome Wealth.
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023's categories are Financial Services
Centric Wealth Advisory - Sa'S Top Boutique Wealth Manager Of The Year 2022 And 2023's founding year is 2017
