Following our highly successful annual Select Adviser Summit in Queenstown, where top advisers gathered to hear from Stephen Joyce and other interesting speakers, Select Wealth Management is proud to announce that it has passed $1bn. Head of Select Wealth Debbie Tuddenham says that Select Wealth’s goal is to support advisers in managing client portfolios. Read full media release: https://lnkd.in/dCy-BN_5 #selectwealth #milestone
Select Wealth Management
Investment Management
Auckland , Takapuna 108 followers
Sophisticated investing made easy
About us
Select Wealth Management is a NZ owned and operated investment services provider that makes sophisticated investing easy for investors.
We work with a large network of fully qualified investment advisers (AFA’s) to develop personalised and comprehensive investments solutions for their clients.
Select Wealth Management’s ‘wrap’ service bundles a range of investments together. Consolidated reporting makes it easier to monitor your investments and most of the administration is done for you.
In 2015 JMIS Limited acquired the Sovereign Select Wealth Management business from which Select Wealth Management Limited was formed.
JMIS have a long standing relationship with Select Wealth, as an investment consultant to the service since 1998. The Select Wealth Management service is an exciting and complementary extension to JMIS’ existing investment advice and services.
- Website
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https://selectwealth.co.nz/
External link for Select Wealth Management
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Auckland , Takapuna
- Type
- Privately Held
- Specialties
- Wealth Management and Administration
Locations
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Primary
Get directions
Level 1, 87 Hurstmere Road
Auckland , Takapuna 0622, NZ
Employees at Select Wealth Management
Updates
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Select Wealth were delighted to host our annual adviser summit in Queenstown last week, looking at Sophisticated Investing in 2024. There were discussions on NZ Super and the idea of capital gains tax in NZ with Stephen Joyce, panels on investing in alternative assets and the due diligence you should be undertaking on fund managers, as well as a wide range of other speakers. Thanks again to all of our sponsors and attendees for making it such a valuable event. Andrew Kelleher Helen Robertson Debbie Tuddenham
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All ready for the start of the 2024 Select Adviser Summit. We’ve got some great content over the next few days, looking forward to seeing everyone! Helen Robertson Andrew Kelleher
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Select Wealth Management reposted this
Welcome to our monthly Market Insights. In the video Andrew Kelleher talks about the current environment being constructive for portfolios returns but a little circumspect on the NZ share market for the rest of 2024. #jmiwealth #marketinsights #sharemarket
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We hear a lot about the “Magnificent Seven”, the seven high performing stocks driving much of the performance of the US stock market. Alphabet, Amazon, Apple, Meta Platforms, Microsoft, NVIDIA, and Tesla. To understand how influential stocks these are on the performance of the market, the below graphic shows the weighting of these seven stocks have, compared to the weightings of four entire countries stocks. 😲 #magnificent7
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Has passive investing changed how markets operate? An interesting article, particularly when you consider that passive investing now outweighs active investing. And how the growth of passive investing has changed one investment managers investing style. https://lnkd.in/gmtK9gT2
Are markets broken?
morningstar.com.au
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Insights from Andrew Kelleher, Select Wealth director on why 2023 was a strong year for markets, and what the "magnificent seven" had to do with it. Tip: It's not about the movie. 🐎 #magnificentseven
Welcome to our Market Insights video. Performance from the “magnificent 7” companies led to a strong market return for 2023. Learn about the reason for the strong market and overall portfolio returns. Watch the full Market Insights to learn more. #jmiwealth #marketinsights #marketreturn
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Select Wealth and JMI Wealth Director Andrew Kelleher talks to Mike Hosking about interest rate projections and why the next few weeks are likely to be revealing.
JMI Wealth Director Andrew Kelleher talks to Mike Hosking about interest rate expectations and the OCR following the RBNZ and the ANZ data updates. Are rate hikes necessary? Next, he discusses the Fletcher Building trading halt and the Synlait prices. Then onto market figures for today. For more market insights and our terms and conditions, visit www.jmiwealth.co.nz #jmiwealth #marketupdate #interestrates
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A great initiative from key members of our industry on trying to tackle the issue of Modern Slavery, working together to enact change.
Devon Funds Management has signed an industry letter calling on the New Zealand Government to enact robust modern slavery legislation that includes due diligence requirements. Modern slavery is relevant to every New Zealander. The World Vision Risky Goods Report for 2023 found kiwis spend an average of $77 per week on products implicated in modern slavery. As a country, 10% of our annual imports are linked to forced labour and child labour. Devon signed this letter alongside 11 other Fund Managers and Community Trusts and peak bodies IAST APAC and RIAA. These signatories represent $295 billion in funds under management. A due diligence requirement would impose a duty on entities to take effective action to identify and assess risks, then track performance in addressing them. "We, the undersigned, call on the New Zealand Government to heed the voices of New Zealand investors. We urge you to thoroughly examine the proposed legislation and enact new, robust modern slavery legislation that includes due diligence requirements. It is a necessity for the sustainable, prosperous function of business and investments in New Zealand." Read the full letter below.