Cambridge Partners

Cambridge Partners

Financial-Services

Christchurch, Canter...
New Zealand
Company Tagline

We offer financial advice, wealth management and specialist investment services throughout New Zealand.

Industry Category
Financial-Services
Company Description

Cambridge Partners is a leading financial services firm dedicated to providing comprehensive financial advice, wealth management, and specialist investment services across New Zealand. With a commitment to a holistic, client-centered approach, Cambridge Partners places the client's financial well-being at the heart of all operations.

Located at the primary address of 62 Worcester Street, Level 5 Anthony Harper Tower, Christchurch, Canterbury 8011, NZ, Cambridge Partners specializes in wealth management, retirement planning, and constructing customized investment portfolios. The firm expertly serves families, individuals, and executives, ensuring tailored financial strategies that align with each client's unique needs and goals.

Cambridge Partners is dedicated to excellence and strives to deliver exceptional value through independent wealth management and strategic financial planning. To discover more about how Cambridge Partners can help you achieve your financial aspirations, we invite you to explore their services. Manager, we invite you to create a customized and exclusive company showcase and product listing on our platform to highlight Cambridge Partners' offerings to a wider audience.

Cambridge Partners est une entreprise de services financiers de premier plan dédiée à fournir des conseils financiers complets, une gestion de patrimoine et des services d'investissement spécialisés à travers la Nouvelle-Zélande. Avec un engagement envers une approche holistique et centrée sur le client, Cambridge Partners place le bien-être financier du client au cœur de toutes ses opérations.

Situé à l'adresse principale de 62 Worcester Street, Level 5 Anthony Harper Tower, Christchurch, Canterbury 8011, NZ, Cambridge Partners se spécialise dans la gestion de patrimoine, la planification de la retraite et la construction de portefeuilles d'investissement personnalisés. L'entreprise sert avec expertise les familles, les particuliers et les dirigeants, en assurant des stratégies financières sur mesure qui correspondent aux besoins et aux objectifs uniques de chaque client.

Cambridge Partners se consacre à l'excellence et s'efforce d'offrir une valeur exceptionnelle grâce à une gestion de patrimoine indépendante et une planification financière stratégique. Pour en savoir plus sur la façon dont Cambridge Partners peut vous aider à atteindre vos aspirations financières, nous vous invitons à explorer leurs services. Manager, nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme afin de mettre en évidence les offres de Cambridge Partners auprès d'un public plus large.

Key Personnel / Employees
Richard Austin Todd Sutton Scott Rainey CFA Hannah Meikle

Compare Companies Side by Side

Compare Cambridge Partners with 3 companies in Financial-Services

4 Companies
Comparison Field
Cambridge Partners
Cambridge Partners
Main Company
Liberty Wealth Advisors®
Liberty Wealth Advis...
View Profile
Evelyn Partners
Evelyn Partners
View Profile
Forbes Wealth Management Ltd.
Forbes Wealth Manage...
View Profile
Founded Year
1999 1987
Company Size
11-50 1,001-5,000 2-10
City
Christchurch, Canterbury Royal Oak, Michigan Carberry, Manitoba
Country
New Zealand United States
Skills & Keywords Comparing with main company
14 Total Skills
Financial Advice Wealth Management Investment Services Retirement Planning Investment Portfolios Executive Financial Planning Independent Wealth Management Investment Management Investment Fiduciaries Retirement Advice Index Funds Financial Planning Asset Class Investing Funds Management
9 Total 1 Common 8 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Asset Allocation College Education Planning DFA Estate & Legacy Planning Exchange-Traded Funds (ETFs) Index Investing +2
13 Total 1 Common 12 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Accountancy Charity Investment Management Corporate Finance Employee Benefits Family Office Services Forensic Services +6
7 Total 1 Common 6 Unique
Match 7%
Common Skills:
Wealth Management
Unique Skills:
Business Structuring Corporate Structuring Estate Planning Farm Succession Financial Advising Insurance Planning
4
Total Companies
1987
Oldest Founded
2
Countries
40
Unique Skills

Similar Companies

Other organizations in the same industry

UF Asset Management Group
Financial-Services

UF Asset Management Group is a sector of the FPD program offered by Warrington College of Business.

Gainesville, Florida
United States
FS Advisors, Inc.
Financial-Services

Ensuring financial prosperity for future generations.

Pensacola, Florida
United States
Sicoob Agrorural
Financial-Services

Mais que uma Escolha Financeira! Conectando pessoas.

Quirinópolis, Goiás
CryptoIndex
Financial-Services

All indexes in one platform

Alternative Company Names

This company is also known as

Cambridge Partners 剑桥合伙人 कैम्ब्रिज पार्टनर्स كامبريدج شركاء Кембридж Партнерс