A wealth of
investment
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Market Experts

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.

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

New Zealand equities
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 equities
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.

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.

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.

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.

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).

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 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.

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