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