Bruce Mathieson

Investment Adviser


Bruce joined Craigs Investment Partners in 2011 as an Investment Adviser. Prior to this he spent 10 years in the financial markets industry, having worked in Edinburgh, London and Christchurch.

Bruce advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and charitable entities.

Bruce is one of the few Investment Advisers in New Zealand to hold the Chartered Financial Analyst (CFA) designation. Investors globally recognise the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.

 Bruce holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • CFA Chartholder (2011)
  • Bachelor of Science (Hons) in Combined Studies (Actuarial Mathematics; Statistics), Heriot-Watt University (2000)

He is a member of or accredited with the following organisations:

  • NZX Adviser
  • CFA Institute
  • CFA Society of New Zealand

Kerikeri Branch Details

Branch Address

Hobson House
14 Hobson Avenue
Kerikeri 0230

Postal Address

PO Box 841
Kerikeri 0245