Jim is the firm’s business manager and helps to bring together the investment, compliance and business management functions of the organisation.
Jim has a broad range of experience in advising private clients and consulting to large institutional pension funds. He is a qualified Actuary, Chartered Financial Analyst, as well as being a Chartered Financial Planner and a Fellow of the UK’s Personal Finance Society.
I’ve worked in finance and investments for over 25 years in New Zealand and overseas.
I started out in the pensions team at NPI after completing a Degree in Physics from Surrey University. I went on from there to become an Independent Financial Adviser (IFA) in the UK before moving to New Zealand and joining Bradley Nuttall (which became later Cambridge Partners) in 2006.
I returned to the UK in 2012 where I worked for Willis Towers Watson as a Director and Senior Investment consultant where I provided advice to pension funds with assets with from $100 million to over $1 billion.
Ultimately, the pull of being back in New Zealand was too great and I re-joined the firm in 2018 after spending 6 years in London.
I work between the advisory and client support teams and enjoy our collaborative team environment. I get involved in a wide range of different projects and love the challenge of growing and developing a truly great investment and wealth management business.
I have a strong grounding in investment governance being a CFA Charterholder and having been a Director and Senior Investment Consulting in a large consulting firm. I also hold the certificate in Financial Risk Management (FRM) from the Global Asociation of Risk Professionals (GARP) and am a Chartered Enterprise Risk Management Actuary (CERA) so have a good understanding of managing business risk and general management.
I enjoy being part of our team – we all work hard for the best possible outcomes for our clients. We care about our clients and work together in supportive environment.
I live in North Canterbury and enjoy spending time with my teenage family as well as the recreational opportunities on our doorstep including trail running, mountain biking, kick boxing and swimming.