Investments

Every investor is unique – we all have different starting points, end goals and understanding of different types of investment.
That’s why a tailored solution is so important, and why Hobson Wealth offers advice on a broad range of investments to shape a portfolio that’s suited for you.

The Hobson Wealth Investment Team takes research input from our partners Macquarie and Citigroup and develops investment strategies and ideas for all our investment advisers as well as the Hobson Wealth Navigator Service.

We draw on the know-how of our Investment Team across a number of areas, including:

  • New Zealand & international fixed interest
  • Managed funds, including exchange traded funds (ETFs)
  • Cash and foreign exchange.
  • Strategic and tactical asset allocation models
  • New Zealand and Australian equity model portfolios
  • International equity strategy

Insightful and thorough advice is an essential part of making the right investments, and keeping them healthy, that’s why the Hobson Wealth Investment Committee meet regularly to develop guidelines and models based on the most recent industry research.

Shares
Bonds
Managed Funds
Margin Lending
Cash and Foreign Exchange

SHARES

Through your Hobson Wealth adviser, you will have access to listed companies here in New Zealand, and around the world.

NEW ZEALAND SHARES

Using extensive research, we’ll work with you to design and implement an equity portfolio that reflects your investment needs. Often, this starts with our New Zealand equity model portfolio. You will have access to specific research covering the majority of NZX50 listed companies, to help you make the most informed decisions. Our investment strategists will then work with your adviser to diversify and review your portfolio, ensuring it’s always working as hard as it can be.

INTERNATIONAL SHARES

Ready to take your portfolio global? We offer direct and indirect investment options across a range of international markets. We also use award-winning research that covers more than 2300 stocks across 20 countries – to help you put together the best possible portfolio.

BONDS

Fixed interest investments are a smart way to diversify your portfolio and protect your capital. These markets can be complex, so talk to your Hobson Wealth adviser first. They will work with our local fixed interest team to help you put together a strong portfolio.

MANAGED FUNDS

By pooling larger amounts together, managed funds help investors spread into more than one asset. An Exchange Traded Fund, for example, gives you access to specific investment types that might not otherwise be available.

NAVIGATOR

The Navigator Service determines the particular combination of our three in-house managed funds that is appropriate for you,
your circumstances and your objectives.

Your portfolio will be a combination of the Hobson Wealth Investment Funds (a managed investment scheme (“Scheme”)) blended specifically to suit your risk profile.

EXCHANGE TRADED FUNDS

Exchange traded funds (ETFs) are securities that can be traded like a stock, but track like an index. It is a quick and cost-effective way to diversify your portfolio, and will give you exposure to specific sectors without having to buy individual stocks.

ETFs can cover different market sectors and indices – so you can invest in large or small caps, different regions or countries, and specific industries or investment themes (such as biotech or healthcare).

MARGIN LENDING

Once you have a portfolio set up, you may be able to start borrowing against it – using your assets as security to invest more. Keep in mind, there are risks to consider with margin lending and these portfolios need approval and to be managed carefully. So talk to your adviser – they will help you decide if the strategy is right for you, and then work with you to manage your portfolio if you go ahead.

CASH & FOREIGN
EXCHANGE

Cash and foreign currency can play an important role in your portfolio. With a multi-currency account, you’ll have access to a range of foreign exchange options and competitive cash products.

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. Whether you are looking for strategic investment planning and management, advice on securities, assistance with asset allocation, portfolio construction 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.