Jason’s background ideally complements SFS’s bespoke wealth management, offered through a client-centric, family office-style service backed by global insights and access to a wide range of global opportunities.
Founded by Dr Sharad Nair, who brings extensive private banking and entrepreneurial experience across global markets, SFS combines international capability with local ownership and a strong understanding of New Zealand’s investment environment.
“SFS is approaching the investor differently in the New Zealand market, by offering a private bank level of service which is bespoke and high touch. SFS will be able to offer clients a truly international product offering given their global network of partners and technical expertise. SFS has a strong focus on understanding each client and building solutions that reflect their needs,” said Lewthwaite. “I’m looking forward to leading the team as we grow and continue to strengthen our offering.”
Debbie Birch, Chair of SFS is delighted that Jason has agreed to join and lead the team at SFS. “Jason possesses local New Zealand connections with an impressive international track record of servicing offshore clients from New Zealand – exactly the client audience SFS serves. He is ideally suited to delivering on the big aspirations of SFS.”
About SFS Private Wealth
SFS Private Wealth is a boutique New Zealand wealth management firm offering independent advice, global reach, and personalised strategies for high-net-worth individuals and family offices both in New Zealand and offshore. The firm has a senior management team with decades of international experience across wealth management, private banking and advisory.
For more information, visit sfspw.co.nz or contact Taryn Welch taryn.welch@sfspw.co.nz 027 291 6642
