About Us

Cambridge Partners, founded in 2017, is a merger between two of New Zealand’s most highly respected independent financial services firms – Bradley Nuttall and iQ2 Private Wealth. We offer thoughtful, independent wealth and investment management services throughout New Zealand.

Our goal is to help you prosper

Cambridge Partners is a founding member firm of GAIA (Global Association of Independent Advisors) based in Switzerland, which currently comprises 15 firms and provides a forum to share resources and debate best investment practices.

Our strong global connections are invaluable when it comes to staying at the forefront of advisory best practice. Through these connections, we have the opportunity to mix with like-minded businesses and to be educated by many of the world’s leading financial thinkers, including several Nobel Prize laureates.

The benefit of this approach is that it enables us to remove ourselves from the so-called “education” put forward by local financial institutions who frequently demonstrate bias advocating certain investment solutions that favour products they have designed and/or promote.

As fee-only advisers we do not need to promote or sell any specific financial product. Our primary commitment is to put your interests first and provide quality, independent advice, tailored to your requirements.

As financial stewards and investment fiduciaries we will only recommend what is right for you and your circumstances. We take a comprehensive wealth management approach, and have a dedicated and highly effective support team.

Our business is based on referrals from our clients and professionals, such as lawyers and accountants. Lawyers in particular tend to favour our approach; we focus as much on managing the downside risks as on providing a good investment return.

Certification & Accreditation

investment advisory

We are independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards. 

We are a member of the Global Association of Independent Advisors (GAIA). GAIA firms share best practices and learn from each other, meaning we can better serve our clients in a fiduciary capacity.

Discretionary Investment Management Service (DIMS) License

Cambridge Partners Ltd has been granted a Discretionary Investment Management Service (DIMS) licence by the Financial Markets Authority (FMA).

A DIMS is where certain buy and sell decisions can be made by the adviser on behalf of a client without requiring their prior authorisation for each transaction. Licensing of DIMS was introduced as part of the Financial Markets Conduct Act 2013. It places greater obligations and minimum standards on the DIMS licensee, which in turn may help to provide better protection to investors.

A DIMS license means we are able to use our discretion and act on behalf of clients (in accordance with their approved investment strategies) when providing ongoing wealth management services.

Governance Structure

Our board is comprised of our four adviser partners – Andrew Nuttall, Steve Mander, Jacob Wolt and Richard Austin – along with an independent chair, Julie Bohnenn.

Richard has many years of experience and service to the accounting profession. He has an interest in assisting clients with UK Pension transfers, Trusts, and not-for-profit organisations.
Find Out More

Richard Austin

Financial Adviser &
Managing Partner
FCA, BBS, AFA, MInstD, AETI
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
Find Out More

Jacob Wolt

Financial Adviser &
Managing Partner
CFPcm, AFA, AIF, BSc
In addition to a keen interest in investments, Andrew is passionate about the holistic side of planning and developing strategies that guide clients towards achieving their life and financial goals.
Find Out More

Andrew Nuttall

Financial Adviser
CFPcm, AFA, AIF, BSc
Steve has an interest, and expertise, in negotiating the complex issues faced by those with US citizenship living in New Zealand and other NZ Investor Visa migrants.
Find Out More

Steve Mander

Financial Adviser
MBA, TEP, AFA, CMInstD, BCom
Pip's 10+ years at Cambridge Partners have included asset protection, financial adviser, and leadership roles. She is passionate about putting clients first; helping them clarify their goals and optimise their financial position.
Find Out More

Pip Kean

Financial Adviser
AFA
Todd has worked in the financial services industry for over 27 years. He has a interest in retirement and succession planning, as well as working with clients with Australian superannuation funds.
Find Out More

Todd Sutton

Financial Adviser
CA, DFP (FS), AFA, BCom
James has specialist expertise in dealing with international migrants and those wanting to invest in New Zealand. He is a member of the Institute of Chartered Accountants and an Authorised Financial Adviser.
Find Out More

James Howard

Financial Adviser
CA, AFA, BCom
Brigette is based in Auckland and advises both private clients and institutional investors, specialising in working with iwi and Māori entities. She is also a leader of our 'Women Stepping Forward' initiative.
Find Out More

Brigette Arnold

Financial Adviser
DipGrad Economics, AFA, BA (Hons)
Scott works with both private and institutional clients including not-for-profit organisations, and Trusts. He is a Chartered Financial Analyst, which is a rare and prestigious professional Funds Management designation.
Find Out More

Scott Rainey

Financial Adviser
CFA, CFPcm, AFA, BCom
Ashley has worked with a wide range of domestic and international clients to help them navigate and understand their New Zealand tax obligations. She has worked extensively in taxation, including ten years with KPMG.
Find Out More

Ashley Salt

Associate Adviser
CA, BCom
Paul began his working life at the Bank of New Zealand before progressing into the Private Bank/Investment division. He has a BCom from UC, and an Associateship Diploma from Trinity College, London.
Find Out More

Paul Choi

Financial Adviser
BCom, AFA
Top

Download Our Info Pack

Enter your details and we'll email the pack to you.

Send

Schedule A Call

If you'd like to schedule a call with a Cambridge Partners adviser today, please phone us on:

0800 864 164


Otherwise, please choose a future date and time for your phone call. We will call you on the number you provide.

Select service*
Select a date and time*
Name*
Email*
Phone Number*
To ensure we're prepared for your call, please provide any relevant details about your situation, and what you are looking for.