Wealth Management Leadership Team
Advisers
Our advisers are locally based, showing a deep understanding of where you are and a commitment to long-term relationships built on trust and integrity. Let our team offer you their experience and expertise to create a personalised strategy and tailored investment plan. They’ll always take the time to consider your personal values, ambitions, and appetite for risk.
Specialised Wealth Advisory Team
We all have our own ideas about what wealth means and how we’d like to protect and preserve it. When it comes to managing wealth on behalf of your community, cause or future generations, that requires specialised expertise. Our dedicated Specialised Wealth Advisory Team understands all of the nuances, bringing the necessary knowledge and experience to help you make key decisions.
Investment Strategy Group
The best decisions are made when timely, insightful and relevant information is available. With that in mind, our data is carefully gathered and analysed by our market-leading Investment Strategy Group which unites one of New Zealand’s largest team of private wealth research analysts and adjacent research functions into one integrated team. This dynamic integrated approach to investment strategy enhances our ability to meet the needs of our clients and reflects the growing importance of asset classes beyond traditional equities and domestic fixed income.
Investment Committee
Our Investment Committee considers strategic and tactical asset allocations, portfolio strategy, portfolio construction and risk management. The Committee meets monthly and publishes monthly overviews which can be accessed by clients via the client portal.
Your own wealth management journey
If you’re looking to secure your own financial future, let’s plan a path forward. Whether you’re an individual, family or for-purpose organisation, allow our team to apply their knowledge and experience to develop a truly personal strategy that matches your ambitions.