A Personalized Approach
Redefining Wealth, One Client at a Time
At SFS Private Wealth, we serve a select group of high-net-worth individuals, families, business founders, and investor migrants who want more than a traditional model. Our approach is personal, agile, and built on trust. We blend international experience with market knowledge to help clients protect, grow, and transition wealth with clarity and confidence. SFS is more than just a wealth management firm - it’s a vision for a better way forward.
WEALTH FOR A NEW ERA
Personalized Wealth Solutions
At SFS Private Wealth, we serve a select group of high-net-worth individuals, families, business founders, and investor migrants who want more than a traditional model. Our approach is personal, agile, and built on trust. We blend international experience with market knowledge to help clients protect, grow, and transition wealth with clarity and confidence.
SFS is more than just a wealth management firm - it’s a vision for a better way forward.
Dr. Sharad Nair – Founder & Board Member, SFS Private Wealth
Experience That Crosses Borders
Meet Our Founder
Dr. Sharad Nair is a seasoned private banker and entrepreneur with more than 20 years of experience at some of the world’s most respected financial institutions, including Julius Baer, Barclays, and Citibank. His career spans continents - from the Middle East and Africa to Asia and Europe - and now brings his unique global insight to high-net-worth clients in New Zealand.
Sharad has advised sovereign funds, global corporates, multi-generational families, and ambitious founders. He’s known for combining institutional-level precision with a refreshingly personal touch - qualities that underpin the SFS Private Wealth philosophy.
In addition to founding SFS, he serves on the boards and advisory panels of several international ventures, including investment firms, philanthropic organisations, and innovation-led startups.
Dr. Sharad Nair – Founder & Board Member, SFS Private Wealth
Serving Clients with Discretion and Vision
Who We Work With
Our clients are high-net-worth individuals, families, business owners, and investor migrants who value discretion, clarity, and independence. Many are offshore while others are based in New Zealand or looking to relocate through programmes like the Active Investor Plus Visa.
Whether you’re looking to preserve generational wealth, structure your investments tax-efficiently, or gain access to global opportunities, we tailor every strategy to your unique needs.
Built Around You, Guided by Insight
Our Philosophy
We believe true wealth management goes beyond numbers. It’s about understanding your values, your ambitions, and your lifestyle - and aligning your capital to support them. At SFS Private Wealth, there’s no one-size-fits-all model. Every portfolio, every plan, and every conversation is bespoke.
We bring the best of both worlds: the institutional-grade insights of global investment firms, and the close personal service of a boutique advisory. This allows us to act in your best interests - always.
Invest Globally. Anchor in New Zealand
New Zealand Roots, Global Reach
As New Zealand becomes an increasingly attractive destination for global investors, SFS is uniquely positioned to support both local and international clients. Our deep understanding of NZ’s regulatory environment, combined with global market access, makes us the ideal partner for individuals migrating to or investing globally through New Zealand.
We also offer guidance on investor visa pathways, working closely with immigration and legal partners to ensure every aspect of your financial move is structured for success.
Tailored. Trusted. Global.
What to Expect When You Work With Us
You’ll work directly with an experienced wealth manager who will get to know your financial goals and help create a plan just for you
Your Personalised Success Plan
A clear, tailored roadmap aligned with your goals
Transparency at Every Step
Transparent fees, no hidden agendas
Invest Beyond Borders
Direct access to global investment opportunities
Personalized Care with Privacy Assured
A high-touch experience with the utmost confidentiality