Anne Felix

Anne Felix was appointed an Investment Adviser at Craigs Investment Partners Wellington Branch in April 2025. Anne’s journey with Craigs began in October 2023 as a Private Wealth Assistant where she played a key role in ensuring smooth day-to-day operations and delivering excellent service to clients.

Anne brings over a decade of wealth management experience from leading banks in Singapore and the Philippines. Previously, she worked as a Business Development Manager in Standard Chartered Bank, and a Wealth Relationship Manager in Citibank. This international experience has equipped her with a strong foundation to deliver personalised, goal-oriented financial advice in the New Zealand market.

Anne has experience in advising clients in all aspects of equity investments, specialising in portfolio management for high-net-worth individuals and offshore clients. As an Investment Adviser in the Superannuation and Savings team, she advises clients on KiwiSaver, superannuation, and long-term wealth savings solutions. She is passionate about financial empowerment and has delivered investment seminars to corporate and community groups.

Outside of work, Anne thrives on movement and connection, embracing activities such as Pilates, cycling, running, social badminton and Latin dance.