Portum Private Wealth
Financial Services - Auckland, Auckland Region, New Zealand
Portum Private Wealth Employees
Portum Private Wealth Details
Portum Private Wealth provides private investors, families, charities and not-for-profits with high-level investment advice and services. We deliver solutions based on decades of experience in the finance, investment banking and wealth management industries, always backed up and informed by the latest thinking and research. We aim to cut through the noise and salesmanship so prevalent in the wealth management industry, and so provide our clients with smart solutions and the peace of mind that comes from the simplicity of truth.Unlike so many of our competitors, we do not insist on treating our clients as "wholesale and sophisticated" investors to avoid the extra legal, educational and compliance obligations which private investors should expect. With Portum Private Wealth, you will get the full explanations, disclosures, reporting and legal protections you should - and for charities and not-for-profits, to help you discharge your duties to current and future stakeholders.We combine institutional rigor with private wealth expertise and protections - and we pride ourselves on fees that allow the delivery of true value-add to you. The word "Portum" means a port or harbour, which reflects our clients seeing us as a safe port where comfort can be taken from working with trusted advisers.
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