HR
Helen Robertson
Business Development Manager at Select Wealth Management
View Helen's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Present
Business Development Manager
Present
Business Development Manager
Present
Business Development Manager
Present
Company Details
Select Wealth Management is a NZ owned and operated investment services provider that makes sophisticated investing easy for investors. We work with a large network of fully qualified investment advisers (AFA’s) to develop personalised and comprehensive investments solutions for their clients. Select Wealth Management’s ‘wrap’ service bundles a range of investments together. Consolidated reporting makes it easier to monitor your investments and most of the administration is done for you. In 2015 JMIS Limited acquired the Sovereign Select Wealth Management business from which Select Wealth Management Limited was formed. JMIS have a long standing relationship with Select Wealth, as an investment consultant to the service since 1998. The Select Wealth Management service is an exciting and complementary extension to JMIS’ existing investment advice and services.
Year Founded
--
Social Media
Linkedin
Industry
Investment Management
HQ Location
Level 1, 87 Hurstmere Road Auckland , Takapuna 0622, NZ
Keywords
Wealth Management and Administration
Discover More About Cleveland Clinic

Find verified contacts of Helen Robertson in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.