Our Services - Wealth Management

We provide independent wealth management services to assist wealthy individuals and families, charitable trusts and community organisations to manage and grow their wealth.

Our service is delivered locally, by senior banking, finance and investment professionals with significant domestic and international experience.

We employ a holistic approach to wealth management in that we take into consideration and seek to manage the full extent of a client’s asset base. 

Our approach to investment management is founded on the core belief that superior returns are achieved by owning great assets over long periods of time.  This approach is characterised by the principles of value investing and strategic asset allocation.

Each client investment strategy is entirely bespoke.

Our services include:

• Portfolio management
• Family office administration
• Investment advice
• Investment research
• Full portfolio and tax reporting
• Investment committee governance
• Sharebroking services

Our wealth management division shares the systems and infrastructure of our 25% shareholder, First NZ Capital.