Select Wealth Management
Investment Management
Auckland, Nz
3 employees
- Employees
- 3
- Contacts
- 1
- Emails
- 1
Select Wealth Management Overview
- Headquarters
- Auckland, Nz
- Website
- selectwealth.co.nz
- Industry
- Investment Management
- Employees
- 3
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment Activities
Keywords
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 | Location | 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 | Christchurch, Canterbury, New Zealand |
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|
| Helen Robertson | Business Development Manager at Select | Auckland, New Zealand |
Email
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Employees by Management Level
VP / Head
1 profile
Manager
1 profile
Individual contributor
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| General | 1 | 1 | 0 |
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