Director, Wealth Management Adviser
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.
Angus has over 20 years’ experience in portfolio management and investment advice. He began his career with Credit Suisse in London, followed by a stint as an operator at Jarden in Wellington. He then returned to the UK, where he managed investment portfolios for private clients and charities at Bell Lawrie White in Edinburgh. He returned home to New Zealand - and Jarden - in 2004.
Angus is an Authorised Financial Adviser, and holds a BCA from Victoria University of Wellington and a UK Securities Institute Diploma.
Outside of work, Angus is enjoying a little more time to work on his golf game, after many years coaching his children’s rugby and cricket teams. He also enjoys getting out into the wild - tramping, hunting and shooting.
Phone: +64 4 496 5321