Ruth Jackson-Smith

Investment Adviser

Ruth Jackson-Smith

Ruth Jackson-Smith joined Craigs Investment Partners in 2000, after four years as an investment adviser with Westpac Trust. Prior to this, Ruth worked in diverse banking roles for Westpac, Trustbank and Barclays Bank for 18 years.

Ruth is responsible for advising clients in all aspects of equity investments, specialising in portfolio management for private clients, family and charitable trusts and KiwiSaver. She is passionate about working with her clients, helping them grow their wealth, with the goal of enabling clients to enjoy the lifestyle they aspire to.

Ruth holds the following qualifications:

  • Certificate of Authorisation AFA (2011)
  • NZX Diploma (2008)
  • Certified Financial PlannerCM (CFPCM) (2003)
  • Graduate Diploma in Business Studies (Personal Financial Planning), Massey University (2002)
  • Certificate in Banking and Investment Theory and Practice, Bankers Institute of NZ (1996)

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

  • NZX Adviser
  • Institute of Financial Advisers (2000)

Ruth is in an Adviser Partnership with Annemarie Hills

Annemarie HIlls

Annemarie Hills joined Craigs Investment Partners as an Investment Adviser in January 2016. Prior to joining Craigs she was an Investment Adviser with another major NZX listed firm. Annemarie is a Chartered Financial Analyst (CFA) Charterholder. Investors globally recognise the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.

Annemarie advises clients on all aspects of equity and fixed interest investments, specialising in portfolio management for private clients, family and charitable trusts.

Annemarie is passionate about helping women learn more about investing and hosts the Craigs Women’s Wealth Breakfast seminars in Tauranga. She is also on the committee of the Business Women’s Network, part of the Tauranga Chamber of Commerce.

Annemarie holds the following qualifications:

  • Chartered Financial Analyst, CFA (2016)
  • Certificate of Authorisation AFA (2014)
  • Bachelor of Commerce, University of Canterbury (2005)
  • Bachelor of Laws, University of Canterbury (2004)

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

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

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Tauranga Branch Details

Branch Address

Craigs Investment Partners House
158 Cameron Road
Tauranga 3110

Postal Address

PO Box 13155
Tauranga Central
Tauranga 3141