Video | Agriculture | Confidence | Economy | Energy | Employment | Finance | Media | Property | RBNZ | Science | SOEs | Tax | Technology | Telecoms | Tourism | Transport | Search

 

Macquarie Private Wealth Boosts Wellington Team

Macquarie Private Wealth Boosts Wellington Team

1 December 2008 – As part of the ongoing growth of its retail operations in New Zealand, Macquarie Private Wealth today announced the appointment of Bryan Shepherd to its Wellington financial advisory team.

This follows the appointment of Wealth Manager James Malden, who joined the Wellington team during October this year.

Mr Shepherd has 20 years experience in the financial services industry, specifically working within the Wellington community, which has enabled him to develop specialised expertise in providing comprehensive investment and strategy advice to personal investors.

Joining Macquarie from the Bank of New Zealand where he was a Private Banker, Mr Shepherd also spent 12 years with Guardian Trust in Wellington in roles including Trust Manager and Trust & Financial Services Consultant.

Head of Macquarie Private Wealth in New Zealand, John Rowley, said that Mr Shepherd brings both valuable industry experience and local knowledge to the team.

“We believe that investing in a strong team will assist us in providing quality advice, support and services to our clients.” Mr Rowley said.

“This has become increasingly important as challenging markets have tested even the most experienced investors.

“In these markets knowledge is key and with a wealth of experience behind him, Bryan will be a great asset to our business moving forward.”

Macquarie established a retail presence in New Zealand in 1985 and currently has offices in Auckland, Christchurch and Wellington.

Mr Shepherd said that his move to Macquarie was driven by the quality of the team and its focus on putting clients at the core of its business.

“Macquarie has a growing team in Wellington, which is focussed on their clients,” Mr Shepherd said.

“Assisting local investors to reach their own wealth creation goals is a passion of mine, so I’m delighted to be joining this team.”

Mr Shepherd is a Certified Financial Planner and a Senior Associate of the Financial Services Institute of Australasia. He has a Bachelor of Arts degree in Human Geography and a Graduate Diploma in Financial Planning.

Macquarie Private Wealth in New Zealand provides a range of financial and investment banking services, including wealth management solutions, private portfolio management, local and international equities, access to award winning research and cash solutions.

ENDS

© Scoop Media

 
 
 
Business Headlines | Sci-Tech Headlines

 

Auckland Transport: Successful Bridge Repair Opens Two Additional Lanes To Traffic

The opening of two additional lanes on the Auckland Harbour Bridge this morning will help relieve some motorway congestion for motorists heading home to the North Shore tonight. More>>

ALSO:

Statistics New Zealand: COVID-19 Sees Record 12.2 Percent Fall In New Zealand’s Economy

Gross domestic product (GDP) fell by 12.2 percent in the June 2020 quarter, the largest quarterly fall recorded since the current series began in 1987, as the COVID-19 restrictions in place through the quarter impacted economic activity, Stats NZ said ... More>>

ALSO:

Climate: Scientists Release ‘Blueprint’ To Save Critical Ecosystems And Stabilize The Earth’s Climate

A group of scientists and experts produced the first comprehensive global-scale analysis of terrestrial areas essential for biodiversity and climate resilience, totaling 50.4% of the Earth's land. The report was published in Science Advances ... More>>

ALSO:

MPI: Independent Review Launched Into Assurances For Safe Transport Of Livestock By Sea

The Ministry for Primary Industries (MPI) has launched an independent review of the assurances it receives for the safe transport of livestock by sea. MPI Director-General Ray Smith says Mike Heron QC has been appointed to lead the review, which is expected ... More>>

ALSO:


Computers: New Zealand PC Market Grows Nearly 40% Due To Work From Home Demand

COVID-19 had large impacts on demand for PCs as businesses prepared for lockdowns by purchasing notebooks to mobilise their workforce. In the second quarter of 2020, New Zealand's Traditional PC market experienced a 39.7% year-on-year (YoY) growth ... More>>

ALSO:


University Of Auckland: Whale-Watching By Satellite – Follow Their Travels Online

Scientists have successfully attached satellite tracking tags to six New Zealand southern right whales, or tohorā, and are inviting the public to follow the whales’ travels online. Part of a major research project involving the University of Auckland ... More>>

Commerce Commission: Kiwibank Admits System Failures And Agrees To Pay Customers $5.2 Million

Kiwibank has entered into a settlement agreement with the Commerce Commission after reporting that it failed to have in place robust home loan variation disclosure policies, procedures and systems. In a settlement dated 27 August 2020, Kiwibank admitted that ... More>>

Ministry of Health: Public Transport Distancing Requirements Relaxed

Physical distancing requirements on public transport have been reviewed by the Ministry of Health to determine whether they are still required at Alert Level 2 (or below). The Ministry’s assessment is that mandatory face covering and individuals tracking ... More>>

ALSO:

NZHIA: New Zealand Hemp Industry Set To Generate $2 Billion Per Annum And Create 20,000 Jobs

A new report says a fully enabled hemp industry could generate $2 billion in income for New Zealand by 2030, while also creating thousands of new jobs. Written by industry strategist Dr Nick Marsh, the report has prompted calls from the New Zealand Hemp ... More>>

ALSO:

Stats NZ: One In 14 Employed People Report High Risk Of Losing Jobs

About one in 14 workers say they expect to lose their job or business by mid-2021, Stats NZ said today. A survey of employed people in the June 2020 quarter showed 7 percent felt there was a high or almost certain chance of losing their job or business ... More>>

ASB Quarterly Economic Forecast: NZ Economy Doing Better Than Expected, But Challenges Remain

August lockdown estimated to have shaved 8% off NZ’s weekly GDP, and 0.5% off annual GDP Economy now expected to shrink 5% (year-on-year) by end of 2020 Unemployment rate now expected to peak at 7.2% The latest ASB Quarterly Economic Forecast is less ... More>>

ALSO: