Director, Wealth Management Adviser
Sam Stanley works closely with colleagues Chris West, Ralph Goodwin and their Business Associate, Lisa Chin, to provide discretionary investment management services (DIMS) to a range of clients including family offices, high net worth individuals, charities, individuals wishing to immigrate, iwi and sports people.
Sam has over 20 years’ experience in the financial markets in New Zealand and the UK. Before joining Jarden in 2015, he was Head of Business Strategy & Sales, then Head of Exchange Products at NZX. Sam lived in London for a decade, where he co-founded foreign exchange brokerage Halo Financial Ltd and provided weekly market commentary on CNBC Worldwide Exchange for seven years.
Sam enjoys developing business growth strategies and working closely with his clients to help them achieve their goals. His strengths include portfolio investment management, technical analysis (charting), foreign exchange and funds management, including Exchange Traded Funds.
Sam is an Authorised Financial Adviser, an NZX Associate Adviser. He has a BCom from the University of Otago, a Diploma in Technical Analysis from the Society of Technical Analysts and holds a Certified Financial Technician qualification from the International Federation of Technical Analysts. A keen sportsman, Sam says much of his current sporting activity is directed to watching his kids’ sports.
Phone: +64 4 474 4436