CRAIGS INVESTMENT PARTNERS WELCOMES HELEN BULLICK TO LEAD ITS SPECIALISED WEALTH ADVISORY TEAM
Date published: 23 August 2021
Craigs Investment Partners has announced that Helen Bullick is re-joining the company to lead the Specialised Wealth Advisory Team in October 2021.
Coming from Fonterra as a Mergers and Acquisitions Manager, Helen ran the sale of Tip Top in 2019 and provided commercial leadership across strategic projects in functional nutrition, sales disruption and global operations. Prior to this Helen’s experience was in commercial, strategic and business development roles with Orion Health and investment banking where she worked with both Jarden and Craigs Investment Partners.
Craigs’ Head of Private Wealth and Markets Jeremy Williamson says “Helen’s strong commercial acumen and collaborative leadership approach makes her the perfect fit for leading a team of this nature. We are excited to welcome Helen back on board, to further grow this key part of the business.”
Left to right: Helen Bullick and Jeremy Williamson
Jeremy explained that Helen’s hire comes at a time Craigs is looking to further broaden its service offering to large scale clients, with a focus on the charitable, philanthropic, and public body sectors. “With over $26 billion funds under management, Craigs have a wealth of experience in managing these types of large mandates and we are very proud of the work the team has done to date. The growth of this team reflects the opportunity we see in this area and the further focus we want to give it.”
The charitable and philanthropic sectors are closely aligned with Craigs’ values, being a founding principal sponsor of the Community of Foundations of New Zealand, which was established in 2018. Craigs also became a national partner of Hospice New Zealand in 2008 and enjoy an ongoing partnership at both a national and local level.
Of working with Craigs, Helen says “As a passionate supporter of New Zealand business, I am delighted to be returning to one of the country’s largest investment firms. Craigs has exciting plans for the future, a talented team and a great culture. By increasing our focus on charitable and philanthropic ventures I’m confident we will not only grow wealth for our clients but also deliver on their broader objectives."
About Craigs Investment Partners
Craigs has over 170 advisers across 19 branches. These advisers service 65,000 clients, with over $26 billion funds under management (as of July 2021).
Craigs provides the complete breadth of private client and investment management services including investment advice and management, securities trading, research, cash management, institutional dealing, investment banking and corporate finance.