Macquarie Private Wealth Boosts Wellington Team

Published: Tue 2 Dec 2008 01:55 PM
Macquarie Private Wealth Boosts Wellington Team
1 December 2008 – As part of the ongoing growth of its retail operations in New Zealand, Macquarie Private Wealth today announced the appointment of Bryan Shepherd to its Wellington financial advisory team.
This follows the appointment of Wealth Manager James Malden, who joined the Wellington team during October this year.
Mr Shepherd has 20 years experience in the financial services industry, specifically working within the Wellington community, which has enabled him to develop specialised expertise in providing comprehensive investment and strategy advice to personal investors.
Joining Macquarie from the Bank of New Zealand where he was a Private Banker, Mr Shepherd also spent 12 years with Guardian Trust in Wellington in roles including Trust Manager and Trust & Financial Services Consultant.
Head of Macquarie Private Wealth in New Zealand, John Rowley, said that Mr Shepherd brings both valuable industry experience and local knowledge to the team.
“We believe that investing in a strong team will assist us in providing quality advice, support and services to our clients.” Mr Rowley said.
“This has become increasingly important as challenging markets have tested even the most experienced investors.
“In these markets knowledge is key and with a wealth of experience behind him, Bryan will be a great asset to our business moving forward.”
Macquarie established a retail presence in New Zealand in 1985 and currently has offices in Auckland, Christchurch and Wellington.
Mr Shepherd said that his move to Macquarie was driven by the quality of the team and its focus on putting clients at the core of its business.
“Macquarie has a growing team in Wellington, which is focussed on their clients,” Mr Shepherd said.
“Assisting local investors to reach their own wealth creation goals is a passion of mine, so I’m delighted to be joining this team.”
Mr Shepherd is a Certified Financial Planner and a Senior Associate of the Financial Services Institute of Australasia. He has a Bachelor of Arts degree in Human Geography and a Graduate Diploma in Financial Planning.
Macquarie Private Wealth in New Zealand provides a range of financial and investment banking services, including wealth management solutions, private portfolio management, local and international equities, access to award winning research and cash solutions.

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