Modern Portfolio Theory and the Efficient Market Hypothesis
Modern Portfolio Theory, as recognised by the 1990 Nobel Memorial Prize in Economic Sciences given to Drs Harry Markowitz and William Sharpe, and the Efficient
Helping you navigate various transitions in life.
Investment solutions based on evidence-based research.
We are not tied to investment providers, placing your needs first.
We can help you find a Financial Adviser who will spend time getting to know you. They will look to understand your values, goals and specific needs to create your personalised Financial Plan that will guide your financial decisions into the future.
Whether you’re about to retire, received a windfall, sold a business or planning the next stage of your life, we can help. Our experienced Financial Advisers help high-net-worth individuals and their families build a better future now and for the next generation.
The relationship with your adviser should be for the long term. Our advisers put your interests first and have a depth of skill, experience and knowledge to help you achieve your financial goals.
It’s important to feel comfortable when talking about money, we guarantee you will find an Adviser that suits your needs, personality and style.
With so many things to consider when starting your investment journey, our Financial Advisers remove any complexity so you can focus on what matters. If you are retirement planning, seeking specialist advice, an investment plan or specific financial advice in New Zealand, our financial management process is designed to set your entire financial house in order and to keep it that way for the rest of your life. We are regulated by the Financial Markets Authority.
We construct investment portfolios for your financial situation, preferences and objectives. We offer a range of model portfolios and socially responsible investment portfolios suited for different levels of risk and return.
Investing for financial gain and doing good does not have to be mutually exclusive concepts. We offer investors a range of sustainable investment solutions, enabling you to express your social and sustainability values through your investments.
Great retirements start with great retirement plans. We help you plan financially secure and fulfilling retirements.
We understand the importance of protecting your wealth and assets to support your retirement and future generations.
For overseas and international investors, our specialist advice can help navigate complexities and provide you with investment solutions to meet your needs.
Toitū net carbonzero certification recognises our commitment to positively contribute to the sustainability of our future by measuring, reducing and offsetting our carbon footprint.
We maintain the highest standards of quality and excellence in our advice process and are certified by the Centre for Fiduciary Excellence (CEFEX). To maintain our certification, we have annual audits that foster a culture of continuous improvement within the firm and increased transparency and accountability.
Cambridge Partners is a founding member firm of the Global Association of Independent Advisors (GAIA) based in Switzerland. Within the group, 21 independent financial advisory firms are committed to putting clients’ interests first.
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Modern Portfolio Theory, as recognised by the 1990 Nobel Memorial Prize in Economic Sciences given to Drs Harry Markowitz and William Sharpe, and the Efficient
AI is not new, but the effect that Generative AI and Large Language Models have had on the world in the last few years has been nothing short of revolutionary. Entire industries have been transformed overnight, and the breakneck pace of development shows no signs of slowing down – if anything, it seems to be increasing as the AI arms race ramps up.
Can artificial intelligence help pick stocks? More specifically, can investors use AI to determine the fair price of a stock or a bond? I bet a lot of people right now would say yes, given recent advances that allow for the processing of ever greater amounts of information.
I think my AI is better than all the other ones out there. My AI is the market.
Talk to us now to find out how we can help you achieve your goals.
Talk to us now to find out how we can help you achieve your goals.
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