Director, Wealth Management Adviser
For over 20 years, Ian Dalley has provided investment planning and portfolio management services to high net worth individuals, families and charitable trusts. He enjoys working closely with his clients and has a particular interest in developing high-quality portfolios with a focus on sustainable and socially responsible investing.
Ian was formerly Director of Wealth Management at Murray & Co, until the business was acquired by Jarden (then FNZC) in 2016. He was previously General Manager of Duncan Cotterill Investment Advisors for 13 years.
Outside of work, Ian is a trustee for several charitable and family trusts. He has been Chair of the St Martins School Board of Trustees and continues to be a member of the Carlton Redcliffs Hockey Club committee. Ian has also served in several capacities for Canterbury Hockey.
Ian has a BA from the University of Canterbury and a Diploma of Business Studies (Financial Planning) from Massey University.
Phone: +64 3 336 5374