Managed investment accounts are preferred by the world’s leading investors. The assets remain in your name and under your control - broker and SIPC protected. Using technology we are the first fund manager to make these available regardless of how much you want to invest. There are many benefits – not least, it allows us to maximise opportunities from the time you invest without losing control to a fund. Our model portfolio in local and global stocks has averaged returns of 20%+ since 2014.*
The goal of our business is to build long term, caring client relationships, achieving excellence in investment management alongside our other investment services covering international sharebroking, investment reviews and family trusts. Please review our services below or call 0800 113 680 to discuss.
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Managing global shares in your account on a discretionary or advisory basis. Our model strategy has averaged returns of 20%+ with a Sharpe ratio > 6 (low risk) since 2014.*
We can help you manage and protect your investments in a quality family trust structure and arrange for its ongoing administration or review your existing trust.
We provide assistance with investment and tax planning, global share broking, investment reviews, plus business services to help you reach your financial goals.
The information within this site is issued by Angelo Partners Ltd to wholesale clients or eligible investors under the Financial Markets Conduct Act 2013 (FMC Act).
Angelo Partners Ltd is registered as a Financial Service Provider (FSP No. 596789) with the Ministry of Business, Innovation and Employment of the New Zealand Government.
In accessing this site, you certify that you are a wholesale investor and can meet one of the following criteria: