Lee sells
Wednesday, February 25th 2026, 8:43PM
We're thrilled to share that three of our existing staff, Mark Holtom, Melaney Clark and Francesca Snell are collectively acquiring the majority of Ethical Investing NZ Ltd from founder shareholders Peter & Val Lee, ensuring our firm remains proudly employee‑owned, values‑led, and future‑focused.
Over recent months we received several external approaches, which was flattering and a real acknowledgement of the strength of our business and our clients. But ultimately, staying independent and true to our purpose mattered most.
As Mark puts it:
“We realised we might lose some of the things that make this firm special, our close client relationships and our freedom to chart our own destiny.”
Peter, who remains a shareholder, director, and Chair, says it’s the right moment to hand over the reins:
“When I set up the firm in 2014, I had a clear vision: great clients, best‑in‑class portfolios and advice, and leadership in ethical investing. Now it’s timely to pass the baton to a new generation.”
The transition will take place in early April, and we couldn’t be more excited for what lies ahead. Our clients now have the best reassurance possible, that our commitment and our people will remain unchanged. Not many organisations can provide that degree of certainty!
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