New Zealand Assets Management

Our Vision

"To be the preferred partner in managing, growing, and protecting clients' wealth."

An independent New Zealand owned investment management company specialising in the management of global investments for private individuals, family trusts, charitable trusts, superannuation schemes and other professional groups who seek absolute or positive returns from their investments each year.

Individual Client Portfolio Management

NZAM individually manages client portfolios. All our clients maintain beneficial ownership of their investments through a custodian.
Client Contact

Meetings are arranged with each client on a quarterly basis to review the performance of the portfolio and investment markets. A full report on the portfolio including valuation, returns, transactions, asset allocation and an economic overview is supplied each quarter. Regular communication is maintained with clients by phone, fax, and email. Each year at the clients balance date the custodian issues a full tax report. Specific valuation or transaction reports are available on request.
Fees

NZAM's investment management service is entirely fee based.
Confidentiality

A hallmark of our service to our clients is the discreet and entirely confidential nature of the relationship. Not only do we comply in all respects with the Privacy Act 1993 but we would not expect that even the fact of an individual having a relationship with our company would be known outside of our own staff.

Investment Process
Multi-Manager Approach
Asset Classes
Research
Equities
Trading
Fixed Interest
Cash
Currency
Selection of Managers