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CRAIGS<br />
INVESTMENT PARTNERS<br />
Providing New Zealanders with investment<br />
advice for more than 35 years<br />
MANY LOCALS<br />
WILL BE<br />
FAMILIAR with<br />
Craigs Investment<br />
Partners – an<br />
investment<br />
advisory firm<br />
founded in Whakatane over 35 years<br />
ago by Neil Craig, the current Chairman.<br />
Since then, Craigs Investment Partners<br />
(Craigs) has grown into one of the<br />
country’s largest investment advisory and<br />
investment banking* firms, providing<br />
services to individuals, trusts and<br />
companies as well as advising on some<br />
of New Zealand’s largest corporate<br />
transactions.<br />
“I believe our growth over the years is<br />
a result of us remaining focused on our<br />
core expertise,” said Frank Aldridge,<br />
Managing Director Craigs Investment<br />
Partners.<br />
“Our four business divisions; private<br />
wealth, investment banking*, institutional<br />
equities and funds management work<br />
with the same vision in mind – to<br />
provide high quality investment services<br />
tuned to the unique needs of our<br />
clients.”<br />
Today, Craigs have a nationwide network<br />
of 19 branches and employ over 160<br />
investment advisers. The head office<br />
is based in Tauranga employing more<br />
than 230 locals and is owned by over<br />
200 staff shareholders. Neil Craig adds:<br />
“This makes our commitment to deliver<br />
superior service personal. Employees<br />
having ‘skin in the game’ encourages a<br />
genuine commitment to client service,<br />
superior advice and a loyal culture.”<br />
Craigs specialise in investing<br />
Craigs offers a broad range of<br />
investment services, which has centred<br />
around providing personalised<br />
investment advice to private wealth<br />
clients. Their premium service offers a<br />
dedicated investment adviser who will<br />
tailor an investment portfolio to each<br />
client – it is very much a partnership.<br />
This advice is underpinned by a team<br />
of research analysts who monitor the<br />
markets and provide advisers and clients<br />
with timely insights on listed companies.<br />
“Our focus on quality market research<br />
and strong client relationships is central<br />
to our business. By choosing to be a<br />
client of Craigs, you can expect a high<br />
standard of expertise, knowledge and<br />
ability,” said Frank Aldridge.<br />
Craigs Investment Partners Limited is an NZX Participant firm. Adviser Disclosure Statements are available on request and free of charge. The<br />
Craigs KiwiSaver Scheme is issued and managed by Craigs Investment Partners Superannuation Management Limited. The Craigs KiwiSaver<br />
Scheme Product Disclosure Statement is available at craigsip.com/documents. The Craigs Superannuation Scheme is issued and managed by<br />
Craigs Investment Partners Superannuation Management Limited. The Craigs Superannuation Scheme Product Disclosure Statement is available<br />
at craigsip.com/documents.<br />
22 | YEAR BOOK <strong>2020</strong>
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