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We have one of the largest Private Wealth Research teams in New Zealand.

“Our team of research specialists is dedicated to providing insightful and timely information to help clients make more informed investment decisions.”
Head of Private Wealth Research
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Reports and publications

As a Craigs client, you get full access to the reports and publications produced by our Private Wealth Research team.

Equities Research

Company profiles and research reports on selected New Zealand, Australian and global companies and funds.

Portfolio Strategy

Our Portfolio Strategy reports provide commentary on topical issues, together with recommendations for managing investment portfolios.

Sustainability Research

We assess companies from a sustainability perspective, providing scores and outlining key issues for investors to consider.

Fixed Income Research

Our Fixed Income research includes views on individual securities and the broader market.

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Sustainability Scores

Our Private Wealth Research team have developed a framework for evaluating companies from a sustainability perspective.

Sustainability scores provide a snapshot of how companies rate across environmental, social and governance areas.

This helps our clients choose investments that align with their values.

Our partnership with Wilsons

We have enjoyed a strong partnership with well-established Australian firm, Wilsons, since 2015. Craigs has 50% ownership of Wilsons and the two firms share similar business models. We are both committed to building long-term trusted 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.

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How can we support your investment journey? Find us in 19 locations nationwide for experienced and personalised wealth management advice.