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Every investor is unique – we all have different starting points, end goals and appetites for risk. It’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.
By combining local expertise, global reach and Macquarie’s strategy tools, our advisers can help you optimise your investments.
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.
Hobson Portfolio Service
This tailored investment management solution will help you take each step with confidence. You’ll have dedicated adviser support, 24/7 online visibility and regular reporting; whilst we look after the day-to-day management.
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.