Mark Logan
Wealth Management Adviser
Mark creates tailored wealth management solutions for a range of high net-worth families, entrepreneurs, trusts, and charities. He has more than 25 years of experience working in financial services and managing investment portfolios.
Mark enjoys working with clients to understand their goals and motivations, as well as discovering the often fascinating stories behind their success.
Originally from England, Mark spent the first 14 years of his career providing holistic financial advice in London, primarily with St James’s Place Wealth Management. After emigrating to New Zealand in 2010, he worked as an Executive Wealth Manager at ASB Bank building an investment portfolio in excess of $200m.
He is an NZX adviser and holds a range of securities and financial advisory certifications from NZ and from his time in the UK. Mark is driven to provide the best advice and service possible for his clients.
Passionate about sports, Mark loves to play football, tennis, golf, and ski when he gets the time.