We have one of the largest Private Wealth Research Teams in New Zealand.
Our team of research specialists are dedicated to providing insightful and timely information to help clients make more informed investment decisions.
MARK LISTER, INVESTMENT DIRECTOR
REPORTS & PUBLICATIONS
As a Craigs client you get full access to the reports and publications produced by our Private Wealth Research Team.
Company profiles and research reports on selected New Zealand, Australian and global companies.
Our Portfolio Strategy reports provide a commentary on topical issues, together with strategies on structuring portfolios for long term growth.
We assess a range of companies’ sustainability performance, providing individual scores and key issues for investors to consider.
FIXED INCOME RESEARCH
Our Fixed Income Research provides recommendations on individual securities and the broader Fixed Income market.
Here at Craigs, our Private Wealth Research Team have developed company sustainability scores which provide a snapshot of how companies rate across three key areas of business sustainability.
This is to help our clients choose investments that align with their values.
We have enjoyed a strong partnership with the well-established Australian firm Wilsons since 2015. Craigs, alongside employees of Wilsons have a 50% ownership respectively, with the two businesses sharing very similar business structures. We are both are committed to building long-term trusted advisory relationships with our private wealth and corporate clients.
The Wilsons business provides great access to the growing Australian market. This enables us to better service our clients, giving them access to a wider range of investment opportunities and the benefit of shared resources across research, portfolio management and international dealing.