Professional Financial Intermediaries

The Investment Store has a wealth of experience in working with financial advisers and other professional financial intermediaries in the New Zealand. This experience helps us to understand better the needs of financial advisers, large wealth businesses, asset consultants institutional investors and other fund managers.

We believe that we offer a number of quality services and attributes that will ultimately create value, in particular:

• Access to high quality and innovative investment solutions from boutique and specialist investment companies from New Zealand and overseas.
• A focus on creating a quality service and value-add experience to intermediaries who adopt funds and services that we deliver. This includes:
  
  • Regular e-mail updates on economic issues, financial markets and on the latest positioning, outlook and performance of the various fund managers we work with
  • Regular webcasts, presentations and participation in other events which are targeted at professional financial intermediaries and institutional investors and consultants
  • Thought leadership industry events such as the annual Responsible Investment Briefing, and Perfecting Investment Portfolios.

If you would like to receive regular updates, or would like information on upcoming events, please e-mail us at info@theinvestmentstore.co.nz