Director, Wealth Management Adviser
For Jeremy Ashcroft, helping clients grow their wealth is the most rewarding part of his role. He specialises in private client portfolio management services on both a discretionary and non-discretionary basis for family offices, trusts, charities, and high net worth individuals.
Jeremy has over 30 years’ experience in the financial markets. He began his career as a stock exchange floor operator at Morrow and Benjamin in 1986, and has worked in wholesale equities sales to New Zealand institutions, and US and NZ fund managers. He has been a private client adviser for nearly two decades.
Jeremy is an Authorised Financial Adviser, a founder member of NZX and holds a BAgSc from Massey University. In his spare time, he enjoys golf, rowing, rugby and boating.
Phone: +64 9 307 5724