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Tailored Investment Solutions

We are a specialist investment & financial planning firm, committed to preserving client capital while delivering sustainable and attractive long-term investment returns.

Established in 2001 to provide wealth management and investment advisory services predominantly for Grant Thornton New Zealand’s Auckland clients, the business is owned by the former partners and shareholders of what was Grant Thornton Auckland Ltd and Private Wealth Advisers’ two Principal advisers.

Private Wealth Advisers maintains a close association with a number of leading accounting and law firms throughout Auckland and New Zealand. Today the company manages approximately $350m of investments on behalf of individuals, trusts and organisations.

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Latest From The Blog

  • Nov 11

    November Market Update

    The Shine Comes Off the NZ Market The month of October 2016 will not be remembered fondly by the NZ fund manager community. To the period ending 28th October we have seen the NZX50 decline 8.4% from its high reached in 7th September. From anecdotal evidence we are hearing this correction is due to some profit taking by foreign investors, and/or a reduction in riskier investments by global managers as they prepare for the US election followed closely by the Federal Reserve’s December meeting, where markets are pricing in over

  • Sep 23

    September Market Update

    Correlation causes concern September may be remembered as the month where the markets reached their most recent peak. At this stage the market has become very data dependant again, and the “lower for longer” argument is being well and truly tested as we approach the next US Federal Reserve Open Committee meeting. In the first two weeks of September we have seen the US S&P500 index decline, and more interestingly the global bond market also sell off (yields rise). This correlation in performance between bonds and shares has been something that