Whether a relationship manager or a banker in a large institution, or an independent financial adviser managing the investment portfolios of private individuals, families, and trusts, we set our clients free to accelerate their success.
Designed and operated specifically for the New Zealand market, our wealth administration service holds, administers and reports on a wide range of local and offshore investments. Our clients get a consolidated view of investments and the convenience of having them managed in one place.
By delivering streamlined processes, tailored solutions and best-in-class technologies to smoothly manage our clients’ investment engine room, we remove the significant administrative burden associated with investing.
We are committed to continuously invest in market leading technologies so that our clients can be assured that we deliver the best quality wealth administration services. With a focus on new user-designed technologies, we are working to create a more integrated, intuitive, and accessible online experience for clients and their investors, supported by a responsive team available locally.
Our service offering includes:
- Investment administration and portfolio reporting across more than 22,000 investor portfolios for more than 70 groups of investment professionals; and
- Custodial services for over 2,000 assets.