Wealth Management
Wealth Management
Jarden Wealth takes care of a variety of clients including family trusts, charitable trusts, companies and other entities, entrepreneurs, Iwi groups, farmers, and individuals. By getting to know you and understanding your long term financial goals, we can tailor our services to suit your personal circumstances.
Building capital requires a sophisticated approach to investment portfolios, but we seek to serve our clients with clarity and transparency. Jarden’s financial advice is backed by our leading investor team, drawing on our market research to help you get the most out of your investment portfolio.
A wealth solution for all investors
Our suite of services are designed to accommodate your financial goals – from fully managed to transactional only:
- We can fully manage an investment portfolio on your behalf through our core Discretionary Investment Management Service
- We can provide research-based Advice to help you to decide what to invest in
- We can Transact for you, in most major markets and across multi asset classes
If you're aiming to follow an investor visa pathway to New Zealand, Jarden can support you in working towards the requirements. Contact us to find out more.
Discretionary Investment Management Service
Taking care of it all on your behalf
Helping you achieve your financial goals is our primary aim. To do this we place the utmost importance on:
- The security of your assets
- Understanding your financial needs
- The type of investment journey you will be comfortable with (your level of portfolio risk)
- Respecting any restrictions you may wish to observe and providing a high level of transparency through this process.
Our licensed Discretionary Investment Management Service (DIMS) provides us the ability to manage your portfolio on your behalf, freeing your time for other commitments or pursuits.
We will take care of all portfolio administration including the provision of annual tax reports and report on performance both in absolute terms and against benchmarks if desired.
Our advisers utilise but are not strictly bound by our research. We trust them to understand your goals and to manage your portfolio accordingly.
PORTFOLIO ADVICE SERVICE
Supporting you in your investment choices
Our Portfolio Advice Service will provide you research based investment advice and opinion while you make the decisions at each step. In addition, where our custody service is utilised, all portfolio administration, including annual tax reporting is provided.
Portfolio Advice is suitable for those clients who wish to make the investment decisions assisted by their adviser and our market leading research.
How we do it
-
1
Understand our client’s investment objectives, preferences and risk tolerance.
-
2
Define a tailored investment strategy and strategic asset allocation that best reflects these goals and appetite for risk.
-
3
Construct and maintain a portfolio that is in line with this investment strategy, and optimally positioned for prevailing market conditions.
-
4
Dynamic reporting and ongoing dialogue with our client.
TRANSACTIONAL ADVICE SERVICE
Executing transactions at your request
Our Transactional Advice Service allows you to buy and sell assets, shares, bonds and currencies, in all major markets, settling via your multi-currency cash management account. Your orders will be placed by your Jarden adviser accessing our leading market execution service.
Why Jarden Wealth Management?
We build personal relationships with our clients.
By getting to know you and understanding your long term financial goals, we can tailor our services to suit your personal circumstances. We pride ourselves on being flexible and bespoke.
Unparalleled excellence in financial advice.
Investment advice backed by New Zealand’s leading investor team.
Research backed decisions.
To help you get the most from your investment portfolio we draw on our market leading research.
Wealth protection & performance.
We measure your portfolio’s performance using the latest technology and keep you up-to-date with regular reporting that’s clear and easy to access.
