Mark Somerville-Ryan Email & Phone Number

I provide investment advice to a broad range of clients, including private investors, family trusts, maori investment organisations, charitable organisations, wholesale investors and overseas clients including US residents. My advice covers equities listed in New Zealand, Australia and main global markets, and fixed interest investments. My services to clients include:- Managing investment portfolios, advising on asset allocation, security selection and recommendations, regular reviews and reporting- Tailored investment advice- Discretionary portfolio management- Investment advisory services to US tax resident clients, I am an Investment Advisor Representative (US)- Access to new equity IPOs, block trades and new debt issues- Director share purchase schemes (Fixed Trading Plan) and assisting with employee-option exercise and funding- Fully managed UK pension & Australian super transfer serviceOur investment approach is research-lead, providing clients with access to quality in-house analysts and research material covering portfolio strategy, fixed interest and company-specific research.Prior to joining Private Wealth, I spent 12 years in Investment Banking (Director, Head of Equity Capital Markets) involved in all aspects of equity market transactions in NZ and overseas. I have been a Chartered Accountant (NZ) since 1996.About Craigs Investment Partners:Craigs Investment Partners Limited is one of New Zealand’s largest investment advisory and management firms, offering bespoke investment solutions to private, corporate and institutional clients. We are jointly owned by staff and Deutsche Bank, one of the world's leading investment banks.

Listed skills include Investments, Portfolio Management, Investment Banking, Investment Advisory, and 18 others.