Wealth Report Q2 2026
2026 independent quartely report providing clear insights into growth, trends and performance amongst the industry.
SFS Private Wealth Appoints Evan Veza as Managing Director, International Clients
SFS Private Wealth (SFS) is pleased to announce the appointment of Evan Veza as Managing Director, International Clients. Evan brings a senior banking background, with more than 18 years of experience in investment advisory…
SFS Private Wealth Appoints Matthew McCabe as Managing Director, Regional Clients
SFS Private Wealth is pleased to announce the appointment of Matthew McCabe as Managing Director, Regional Clients, strengthening the firm’s commitment to expanding its presence across regional New Zealand.
SFS Private Wealth Appoints Tauehe Jefferies as Director, Māori
SFS Private Wealth (SFS) is pleased to welcome Tauehe Jefferies to the whānau as Director, Māori. In this role, Tauehe will lead SFS's newly established Māori division, providing bespoke wealth management and financial…
The Concentration Risk Hiding in Plain Sight
BY SUNNY NAIR, ASSOCIATE DIRECTOR, OFFSHORE WEALTH MANAGEMENT A wire lands in your account The proceeds of a property sale, a fund distribution, or the money from a business you have only just sold. Nothing unusual. Maybe a…
SFS Private Wealth Appoints Jason Lewthwaite as Chief Executive Officer
SFS Private Wealth (SFS) has appointed Jason Lewthwaite as its new Chief Executive Officer. Jason is a highly experienced senior executive with more than two decades of experience in banking and financial services, with…
What to look for in a wealth management firm
When choosing a private wealth and investment firm to partner with, there are a few factors to consider. While some firms may look similar on a surface level, they don’t all offer their clients the same services, benefits,…