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Charlotte Macphee

Associate Director, Specialised Wealth and Alternatives
Charlotte Macphee

Charlotte became an Investment Adviser with Craigs in March 2019, based in Havelock North. In 2024 she transferred to the Specialised Wealth Advisory Team to provide portfolio advice and implementation for our larger clients. Charlotte also works on our alternative assets programme, including sourcing access to private equity, infrastructure and private credit investments.

Charlotte began her career in investment banking in Auckland, with nearly 10 years’ experience with Craigs and its sister companies. Charlotte advised corporate clients on a range of equity and debt issues, as well as mergers, acquisitions and business strategy.


  • Certificate of Authorisation AFA (2019)
  • Bachelor of Laws, Bachelor of Commerce, University of Otago (2007)
  • NZX Adviser
  • Craigs DIMS approved adviser