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JMI Wealth adds two new advisers

JMI Wealth has added two new senior investment advisers to its team, including one former well-known BDM.

Thursday, September 23rd 2021, 10:02AM

Neville Giles and Bruce Ross are leaving ANZ to join JMI Wealth.

Giles has over 20 years’ experience in the financial services industry in New Zealand, with roles at Hanover, Fund Distributors and Rothschild.

Ross has a wealth of experience from South Africa, the UK and New Zealand. Since coming to New Zealand, he has been working with large scale investment clients within the private bank market. Both Giles and Ross were most recently part of the Private Bank team at ANZ.

JMI Wealth manage more than $2.5 billion of financial assets on behalf of clients, ranging from high net worth individuals and family offices to charities, corporate pension funds and iwi. Over the last 30 years JMI Wealth has grown consistently on the back of client referrals who value experienced advisors providing quality advice.

“We are pleased to be able to grow our team even further, and are thrilled to have secured two individuals of such high standing within the industry," JMI Head of Investment Advice Jason Watson says. "We look forward to having Neville and Bruce on board to continue our tradition of building well-constructed investment portfolios for our clients”.

Tags: JMI Wealth

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