tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Monday, May 25th, 11:47AM

People

rss
People

Newton Ross branches out to Tauranga

Friday, April 23rd 2010, 12:12PM

Newton Ross Private Wealth Management is branching out with the purchase of Portfolio Professionals Limited, a Tauranga based  company owned by Alan Read.
Newton Ross is an Auckland based independent, private wealth advisory and management business established by its principals, Wayne Ross and Mike Newton, in 2003 to provide services to higher net worth individuals and charitable trusts.
"We are excited about the future for high quality financial advice in New Zealand, particularly with the new regulatory requirements reinforcing the way for truly independent advisory firms. We believe independent advice is something investors highly value and Portfolio Professionals is a close fit for Newton Ross as we expand our operations" said Mike Newton.


Alan Read, who has been a practicing financial adviser for over 20 years will be staying on to operate the Newton Ross office in Tauranga.
The changeover date of ownership is 1 May.

« Russell announces new head of investor services in New ZealandSimon Fisher takes on CEO role »

Special Offers

Commenting is closed

 

print

Printable version  

print

Email to a friend
Slideshow

MORE JOBS»

Wednesday, May 27th 2020
Financial Stability Report
Nationwide

Wednesday, June 24th 2020
Official Cash Rate announcement
Nationwide

Tuesday, August 4th 2020
Core Strand
Auckland

Wednesday, August 12th 2020
OCR & MPS Media conference & live-stream
Nationwide

Friday, September 4th 2020
Core Strand
Auckland

Wednesday, September 23rd 2020
Official Cash Rate announcement
Nationwide

Wednesday, November 11th 2020
OCR & MPS Media conference & live-stream
Nationwide

Wednesday, November 25th 2020
Financial Stability Report
Nationwide

Tuesday, February 23rd 2021
Wealthpoint Conference 2021
Northland

Wednesday, February 24th 2021
Wealthpoint Conference 2021
Northland

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox
 
Site by Web Developer and eyelovedesign.com