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 19 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 three adviser partners – Richard Austin, Jacob Wolt and James Howard – along with Steve Mander and 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.
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Richard Austin

Executive Director, CEO, Financial Adviser
As the leader of Cambridge Partners’ Institutional Advice division, Jacob works with organisations to design, implement, and manage risk-appropriate investment portfolios.
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Jacob Wolt

Executive Director, Financial Adviser
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.
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James Howard

Executive Director, Head of Growth & Advisory, Financial Adviser
CA, BCom
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.
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Steve Mander

Non-Executive Director, Consultant

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