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James Malden

Director, Wealth Management Adviser

James Malden provides investment advice to a range of high net worth individuals, charities, families and trustees. He takes a holistic approach to assessing clients’ needs and strives to build enduring relationships to help clients achieve their financial goals.

James has more than 20 years’ experience in the financial markets, and was previously Head of Macquarie Private Wealth’s Wellington office for eight years, and a Senior Private Banker at BNZ.

He is also a classic car lover, and says managing clients’ investment portfolios is much like taking care of his beloved 1969 MGB Roadster. James is constantly monitoring, reviewing and recommending changes where necessary, so that his clients can safely navigate the markets, get the best performance from their portfolios and most of all, enjoy the ride.

James is an Authorised Financial Adviser and full NZX Adviser with a BBS and a Dip BS  (Personal Financial Planning) from Massey University. He holds board roles at two schools, as well as his local football club, and when he’s not revving up the Roadster, he enjoys boating and fishing.

Phone: +64 4 474 4013

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