Cambridge Partners Principal Adviser, Jacob Wolt, is on his way to Oxford University to take a major role in the annual conference of GAIA (The Global Association of Independent Advisors). This is a hugely significant event on the international financial scene and will be attended by major, independently-owned investment advisory firms from around the world.
The global conference will be held this Wednesday and Thursday and, on Friday, Jacob will be chairing the Australasian session, which is traditionally attended by member companies from other parts of the world as well. “It is an enormous honour and privilege to be chairing this event,” Jacob explained on the eve of his departure. “GAIA firms are identified by their independence and their over-riding commitment to fiduciary excellence and to ensuring they always put their clients’ needs first. So these get-togethers are always an opportunity to learn from the world’s best and to reinforce our commitment to unified global thinking.”
Cambridge Partners are the only company in the South Island with GAIA membership, and one of only two New Zealand wide. GAIA membership is limited to those companies who meet stringent standards of total independence and transparency in wealth management practices. GAIA member companies must also be certified by CEFEX – an equally demanding independent global assessment and certification organization which provides an independent recognition of a firm’s adherence to a defined standard representing the best practices in the industry.
Everyone at Cambridge Partners would like to wish Jacob safe travels and all the best for this demanding and prestigious role – we have no doubt he will do us all proud.