Select Wealth Management

Select Wealth Management

Investment Management Auckland, Nz 3 employees
Employees
3
Contacts
1
Emails
1

Select Wealth Management Overview

Headquarters
Auckland, Nz
Industry
Investment Management
Employees
3
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Select Wealth Management

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.

Select Wealth Management Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage

Select Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Debbie Tuddenham Head of Select Wealth Management
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Stephen Booth Clu, G.dip Bus Studies (Pfp) Financial Adviser at Premier Financial
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Helen Robertson Business Development Manager at Select
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Employees by Management Level

VP / Head 1 profile
Manager 1 profile
Individual contributor 1 profile

Department Contact Coverage

Department Contacts Email Phone
General 1 1 0

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