Director, Wealth Management Adviser
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.
Graham began his career in 1985, not long after the Labour Government floated the New Zealand dollar and opened up the country’s financial markets to the world. Since then, he has worked for a number of financial institutions including Barclays, Fay Richwhite and Ord Minnett, in both sales and trading roles, covering fixed interest, foreign exchange, futures and options and shares.
Graham has a strong interest in fixed interest investing, while on the equity side he is focused on the opportunities being opened up to investors by disruptive companies and technologies. He enjoys getting to know his clients and says their individual stories, outlooks and objectives make every day unique and interesting.
Phone: +64 4 496 5318