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Wealth Management

With capital preservation as the priority, PWA’s investment strategies remain flexible, responding to market dynamics as required.

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PWA Director, Roger  Sutherland

"We independently seek out the best investment solutions available as well as being open to new opportunities. It’s an objective and dynamic approach.”

Wealth Management Overview

Investment Selection

Central to the investment selection process is the PWA Investment Committee.

The Investment Committee comprises the four PWA advisers plus a specialist investment research house

Meeting quarterly, the Committee is responsible for the management of the PWA Approved Product List. Additionally, it reviews fund manager performance, benchmarks portfolio performance and identifies suitable new and emerging investment opportunities.

The PWA Investment Committee reviews and sets all tactical asset allocations for the coming quarter. These allocations form the basis of our customised client portfolios.

Cash Management Service

Our scale and longstanding relationships with New Zealand’s major banks allow PWA to secure premium on-call and term deposit rates for our clients.

Independent auditing of the Cash Management Service provides security and transparency.

Commitment to world-class service

An integral part of the firm, our talented administration team manages client portfolio requirements efficiently
and professionally.

The team is responsible for PWA’s day-to-day operational, compliance, and tax reporting requirements, an essential contribution to our long-term client relationships.

Enquire

Contact Private Wealth Advisers.

The team welcomes your enquiry. Our commitment is to be available as required by clients. Your enquiry will be managed with absolute confidentiality.

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