Jamie Young

Forsyth Barr Investment Management seeks to grow and manage their clients’ wealth with the firm’s range of carefully selected funds and finance facilities, chosen to help them achieve their specific goals.

PG seeks to generate superior returns through a long-term investment perspective and focus on capital preservation. The firm uses a highly disciplined approach to identify investment candidates based on an investment philosophy that has been proven over many decades. Each candidate is then subjected to a thorough research process to identify only the best value, growth, and quality companies. Portfolios are then constructed around these companies to cater for risk/return tolerances of different investor groups.

TAM is an active investor which aims to achieve risk-adjusted performance. The firm manages portfolios invested primarily in New Zealand equity, fixed-income, cash and real estate. They offer currency hedging and tactical asset allocation services and provide access to third-party specialists for investments in global bonds and equity