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Andrew Atkinson provides strategic investment advice and portfolio management to individuals, family trusts and charitable trusts, helping clients manage their money and grow their wealth for the future.
Andrew Horton specialises in managing clients’ capital on a discretionary basis. He enjoys the diversity of his clients and their stories, and the constant challenge of endeavouring to align investment strategies with their needs.
Angus Marks says the most enjoyable part of his role is helping his clients achieve their investment goals, whether that’s enabling individuals to have a comfortable retirement income or helping charities grow their reserves so they can make a greater difference through their work.
Bevan O’Sullivan provides strategic investment advice and portfolio management to individuals, family trusts and charitable trusts, helping clients manage their money and grow their wealth for the future.
Chris West oversees Jarden’s discretionary investments management (DIMS) business. He derives great satisfaction in helping clients achieve their investment goals and is driven to ensure Jarden’s DIMS offering is the best in the market.
With extensive experience in investment management and advice across all asset classes, David Pretorius works with business partner Rob Hawkins to provide discretionary and investment advisory services to a full range of broking and portfolio management clients.
Graham Nelson and his team provide investment advice and portfolio management services to a range of clients including individuals, trusts, charities, foundations and family offices, investing funds in line with clients’ objectives and risk tolerance.
Greg Lillico provides discretionary and personalised investment advice and portfolio management services to a diverse range of clients. He also offers transaction services across a range of assets including fixed income, equities, and foreign exchange.
Johnathan Bayley provides tailored investment advice and portfolio management to private clients, family trusts, charitable trusts, and investment migrants, on both a discretionary and non-discretionary basis.
Jonathan Glass works in partnership with colleague Graham Parlane, to provide sharebroking, advisory and discretionary investment management services to individuals, trusts, estates, charities and non-profit organisations.
Kristina Price assists a team of Wealth Management Advisers in Discretionary Income Management (DIMS) and portfolio management, enabling them to achieve a seamless investment service to their clients.
Leslie Cooper supports a team of wealth management advisers, responding to client queries, ensuring orders are placed correctly and maintaining AFA compliance records. She loves the variety of her work and says there is never a dull moment.
Lisa’s primary responsibility is to assist her team of wealth management advisers in providing a Discretionary Investment Management Service (DIMS) to the team’s clients. Lisa’s ability to quickly build trust and rapport with the team’s clients ensures communication is clear, concise, timely and professional at all times.
Lory has over a decade of experience working with private clients to provide tailored wealth management and financial planning advice, including retirement planning and immigration investment services.
Based in Jarden's Christchurch office, Matthew Rose partners with individuals, corporates, family trusts and community organisations to deliver strategic investment advice, portfolio management and sharebroking services.
Peter Irwin has over 25 years’ experience providing research and advice to private clients and other financial intermediaries, primarily regarding retail and institutional investments in UK-based investment trust companies.
Richard is responsible for managing and advising on investment portfolios from a broad segment of High and Ultra high net worth clients including private clients, family trusts, NGO’s and IWI, on a discretionary basis.
With over 30 years’ experience and detailed knowledge of the administrative requirements of the finance industry, Ruth Dobbs is ideally equipped to support Jarden’s advisers in providing an outstanding investment advisory service.
Sam Stanley works closely with colleagues Chris West, Ralph Goodwin and their Business Associate, Lisa Chin, to provide discretionary investment management services (DIMS) to a range of clients including family offices, high net worth individuals, charities, individuals wishing to immigrate, iwi and sports people.
Sean has a passion for assisting and supporting his clients achieve their financial goals and aspirations. He provides tailored investment solutions to manage risk and volatility ensuring the preservation and growth of his client’s investment capital.
William Savage specialises in discretionary investment management, in addition to providing investing insights to his transactional clients. He focuses on being the bridge between generations, ensuring family wealth can be managed effectively for the long term.