Whether you’re interested in growing and protecting your wealth, or safeguarding your future, our premium investment advisers can help.
We’ll create a tailored investment plan for you, based on your long-term goals. We then help you with strategic asset allocation and portfolio recommendations based on your risk appetite and investment goals.
With our deep local market involvement and expertise, along with our extensive global network, we can give you access to local and international share and bond trading.
Our expertise has been years in the making, and is based on both experience and specialist know-how. We will help you uncover opportunities using award-winning research from more than 250 specialist analysts covering over 2300 stocks across 20 countries. We’ll then create a bespoke portfolio for you based on strategic and tactical asset allocation models, international equity strategy, managed funds, exchange traded funds (ETFs) and cash options.
Our dedicated Hobson Wealth advisers, supported by our Investment Team use a cutting edge statistical process to facilitate the most appropriate portfolio of assets designed specifically for your requirements. We do this for all levels of investors, both new and experienced.
The right investments don’t happen overnight, which is why we’re committed to working with you to achieve long-term goals. We will regularly review your portfolio to make sure it stays on track – especially as your circumstances change and the market shifts.
Our Hobson Portfolio Service is a comprehensive solution to help you manage your portfolio. With extensive reporting (including NZ tax reports), 24/7 visibility, streamlined administration and dedicated support, it’s an ideal option for any serious investor.
Whether you are an individual, a trust or a charity, we are dedicated to managing your money as if it were our own. While we have access to a diverse range of investments, our approach is always centred on you – your unique goals, aspirations and risk profile.
HOBSON PORTFOLIO SERVICE
Investment planning analysis, assessment of your goals and objectives and your approach to risk, portfolio management, comprehensive monitoring, administration and reporting.
Portfolio management, comprehensive monitoring, administration and reporting, managed to a client specified mandate.
Point in time advice based on your specifications, administration and reporting available.
We buy and sell securities on your instructions.
Hobson Wealth Partners Limited is a leading private wealth advisory team with offices in Auckland, Tauranga, Wellington and Christchurch.
We operate our business with a strong focus on your wealth, so we can provide you with a high-quality, professional service and advice. Whether you are looking for strategic investment planning and management, advice on securities, assistance with asset allocation, portfolio construction, advice, or securities trading, we can help.
Our people own the majority of the company. Macquarie Group Limited owns a strategic equity interest. Hobson Wealth was originally known in New Zealand as Macquarie Private Wealth.
Being majority owned by New Zealanders, we have the local insight to create well-rounded investment strategies. Our advisers and portfolio strategists have the global experience to take your investments to the next level, and the grounding to help you do it confidently.
The right investments are based on more than your finances. We will look at your individual circumstances, lifestyle goals and market conditions – so you can make better informed decisions that are truly right for your future.
Hobson Wealth’s global network of experts, access to extensive market research and industry relationships offer a world of unique investment opportunities for our clients.