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 – Andrew Nuttall, Jacob Wolt and Richard Austin – 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

Financial Adviser &
Managing Partner
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

Financial Adviser &
Managing Partner
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.
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Andrew Nuttall

Financial Adviser
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

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.
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Pip Kean

Financial Adviser
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.
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Todd Sutton

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

Financial Adviser
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.
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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.
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Scott Rainey

Financial Adviser
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.
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Ashley Salt

Financial Adviser
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.
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Paul Choi

Financial Adviser

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

0800 864 164

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