Go back

Jeremy Ashcroft

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

AFA Disclosure Statement