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: Tuesday, May 24th, 12:39PM

People

rss
People

JMI Wealth expands investment team

The former chairman of the Lifetime Group investment committee joins JMI.

Thursday, April 21st 2022, 8:43AM 1 Comment

Joe Byrne has joined JMI Wealth's investment advisory team.

Byrne will be based on the Kapiti Coast and service the Wellington region.  He was previously a financial adviser and chairman of the Investment Committee for Lifetime Group.  Byrne brings a wealth of experience from working in investment markets in the USA and UK before moving to New Zealand.

He was also head of investment solutions at Grosvenor Financial Services (now Booster) from December 2012 to May 2014.

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 referrals from clients who value experienced advisors providing quality advice.

Head of Investment Advice Jason Watson says that “It is exciting to be able to open our fifth office and our third outside of Auckland.  This will increase our presence in the lower North Island.  We look forward to having Joe on board to continue our tradition of building well-constructed investment portfolios.

Tags: JMI Wealth

« ANZ Investments MD now heads up advice firm[Obituary] Bill Lisle »

Special Offers

Comments from our readers

On 22 April 2022 at 8:47 am Pragmatic said:
A great hire. Congratulations JMI

Sign In to add your comment

 

print

Printable version  

print

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