New Zealand Managed Funds
We have been advising on New Zealand managed funds for over 30 years. Our knowledge of the industry, its people and available opportunities is what sets us apart.
We have advised fund managers on how to set up their products and helped to develop products to meet the needs of our clients. This gives us a greater depth of understanding of where our clients’ money is invested and how decisions are made.
Our relationships with the best fund managers are very strong. We have quarterly meetings with all fund managers where our clients’ money is invested, and monitor a wide range of managed funds across the country.
We are 100% independent and do not receive any incentive payments, kick backs or brokerage by anyone. This provides our clients with the assurance that we pick only the best products to suit their needs.
Related Expertise
““Investors should remember that excitement and expenses are their enemies. And if they insist on trying to time their participation in equities, they should try to be fearful when others are greedy and greedy only when others are fearful.””