We will be showcasing our team over Sorted Money Month to enable you to ‘Push Pause’ to see if a career in investing could be for you. We have many amazing wāhine at Cambridge Partners who thrive in our progressive learning environment. All roles have pathways to advance your career. This week we’re spotlighting our […]
Team Spotlight: Client Services Manager Team Leader Ruby Familton Read More »
Last semester, I completed a finance paper, where I studied Dr Harry Markowitz’s Modern Portfolio Theory. His formula and studies in the 1950s created the foundation of today’s investment practices. Dr Markowitz passed away this year aged 95, and not only was he the first to treat the art of investing as a science, but
Modern Portfolio Theory: 10 valuable ways it supports evidence-based investing Read More »
A major new shareholder for Cambridge Partners will strengthen the company for the long term and encourage greater innovation in its services, according to Board Chair, Paul Munro. The independent financial advice and wealth management firm has accepted an offer from financial solutions company, Consilium to purchase a 35 per cent stake in the company
Cambridge Partners Welcomes New Shareholder, Consilium Read More »
We are thrilled to announce that we have recently moved into a brand-new office space and revamped our website. As the saying goes, change is as good as a holiday, and we couldn’t agree more. We instantly felt a sense of renewal and excitement when we stepped into our new office. The new space is
New Office, New Website Read More »
Investing for financial gain and doing good do not have to be mutually exclusive concepts. We offer investors a range of portfolios to allow them to express their social and sustainable preferences with their investments. How can you incorporate your values into your investments? Individuals generally have three major ways of expressing their social and
Investing for your values: Socially Responsible Investing Read More »
Cambridge Partners constructs investment portfolios for your financial situation, preferences and objectives. We offer a range of model portfolios and socially responsible investment portfolios that suit different levels of risk and return objectives. Our model portfolios Each of our model portfolios suit different risk and return objectives with an overall target allocation to growth assets
A proven solution: Our Investment Portfolios Read More »
A professionally developed plan is the best way to ensure your financial, lifestyle, and personal goals are achieved – now, and into the future. How we structure your plan Our highly experienced advisers look to understand your values and goals, identify your specific needs (present and future), and work with you on the ideal investment
A proven formula: Your personalised Financial Plan Read More »
David Booth, Executive Chairman and Founder of Dimensional Fund Advisors, discusses how to easily pick the right Financial Adviser for you. With more than 10,000 Financial Advisers in New Zealand, how do you pick one? Who should you cross off your list? First, eliminate the stock pickers. Those are the people making predictions about which
How to easily pick a Financial Adviser Read More »
At Cambridge Partners, we follow an evidenced-based approach and design investment portfolios based on academic research. This has led to the development of 10 time-tested investment principles that we employ to improve your odds of success. Our Investment Principles 1. Embrace market pricing The market is an effective information-processing machine. Each day, the world equity
10 evidence-based investment principles Read More »
Our consultative wealth management process is designed to set your entire financial house in order and to keep it that way for the rest of your life. Richard Austin, Co-Founder Is Your Financial House in Order? Can you recall the last time you sat down and worked out where you are financially and where you
Getting Your Financial House in Order Read More »
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