Jeremy Ashcroft
Director, Wealth Management Adviser
Jeremy specialises in private client portfolio management services on both a discretionary and non-discretionary basis for family offices, trusts, charities, and high net-worth individuals. For Jeremy, helping clients grow their wealth is the most rewarding part of his role.
With more than 30 years’ experience in financial markets. He began his career as a stock exchange floor operator at Morrow and Benjamin in 1986, working in wholesale equities sales to New Zealand institutions, and US and NZ fund managers. He has been a private client adviser for two decades.
Jeremy is a founder member of NZX and holds a BAgSc from Massey University. In his spare time, he enjoys golf, rowing, rugby, and boating.
Phone: +64 9 307 5724