The difference in our approach is taking the time to fully understand your organisation and your ambitions. We work with our clients to identify what matters most, allowing our dedicated Specialised Wealth Advisory Team to deliver tailored investment solutions. This team of specialists work alongside our advisers to support our largest and most complex clients throughout the country.
Specialist advice for unique circumstances
Wealth is truly personal, and achieving our clients’ investment objectives requires a thorough understanding of their unique circumstances. To maximise your potential, we combine a wealth of knowledge and investment skills from our Specialised Wealth Advisory Team, expert advisers, and New Zealand’s largest research team. They’re well equipped to help you navigate the challenges of being entrusted with the wealth of your community or cause. Our Specialised Wealth Advisory Team provides tailored support including:
- Investment governance advice.
- Strategic asset allocation reviews and portfolio optimisation.
- Tailored investment strategies.
- Sustainability and impact investing advice.
- Educational sessions.
- In-depth, customised portfolio analysis.
Protecting and preserving for-purpose wealth
We understand the responsibility that comes with managing donated and bequeathed funds. Many of our for-purpose clients seek to ensure the financial sustainability of their organisation long-term and must balance this against having impact today. Our Specialised Wealth Advisory Team has the experience to help you find the right balance. We make it our mission to navigate you through ensuring your governance framework and investment strategy support your impact.
Growing family wealth
Family wealth can come with complexities. We work hard to understand the relationships and values that underpin your family’s wealth. Whether you need help with establishing an investment framework for your family, scenario planning or an alternative assets programme, our Specialised Wealth Advisory Team has the expertise to support you. Throughout the process, our approach is always one of good communication, trust, integrity and sound analysis.
Empowering you to support your community
We have well-established frameworks to help you protect community capital and generate sustainable distributions to support your local initiatives. After considering your unique circumstances, our Specialised Wealth Advisory Team will help you set a plan for the future that empowers you to achieve your goals and deliver for key stakeholders.
“Craigs has served as Acorn’s fund manager since the beginning. As Acorn’s fund has grown, so has the support we’ve received from Craigs, with the establishment in 2021 of the Specialised Wealth Advisory team.”
Expert advice in your region
Our locally-based expert advisers are here to provide comprehensive investment advice and we’ll support your financial aspirations with detailed, research-based insights. With a network of 19 locations nationwide, our expertise is never far away to help you achieve your investment goals.
Global and domestic research at your fingertips
Our research team is one of the largest in New Zealand. They deliver the very latest in local and global market insights. This includes detailed information and expertise on sustainable investing to support more considered investment choices.
Supporting Kiwi investing
We’ve been a proud kiwi business since we first opened our doors in 1984 and we’re 100% owned by current and former Craigs’ staff and director. Today we are one of New Zealand’s leading investment advisory firms. During that time, we’ve assisted over 65,000 kiwis on their investment journey.