Select Wealth Management
Select Wealth Management is a New Zealand-owned investment services provider which is part of a group of companies including Clarity Funds Management Limited, Devon Funds Management Limited, Shaw and Partners (previously JMI Wealth) and Tahito Limited.
The company’s portfolio and administration service provides:
- Access to multi manager solutions, providing a range of investments and expertise to build diversified portfolios composed principally of government and corporate bonds, equities, and property, which most Kiwis would be comfortable with. This will include an array or assets within asset classes, across asset classes, across sectors, and across geographies.
- Investment research through Shaw and Partners. Shaw and Partners research and monitor fund performance, providing comprehensive quarterly reports, and tax-efficient investment vehicles for each asset type.
- Select also regularly negotiates favourable fund management fees that are rebated 100% to clients’ portfolios.
- Funds are held in Trust and independent custodian Investment Custodial Services Limited (ICSL) holds them on members’ behalf as custodian and bare trustee.
Through the platform I have the ability to make use of Select Wealth Managements’ Benchmark portfolios. These are my preference and are, in-essence, ‘ready-made’ portfolios which utilise the experience of their investment team.
Alternatively, I can Custom-Build a portfolio if we think it would better suit your needs. Custom built portfolios have access to a wide range of investment options, some of which are funds recommended or approved by Select Wealth Management.
For both portfolio choices, Select Wealth Management employ the investment research services of sister company Shaw and Partners. Shaw and Partners constantly monitors performance and actively makes adjustments, where necessary, to ensure clients’ investments are well-positioned.
Andrew Kelleher is a Director of Shaw and Partners which is a very experienced Australasian investment and wealth management firm. Below is a link to a YouTube video in which Andrew provides an overview of the Select Wealth Management investment offering: