Since 1994, when Collinson & Co was established, an extraordinary amount has happened. From historical events to currency crises to market crashes to aging bull markets.
At Collinson Wealth Management, our approach is to help each investor as an individual. We don’t apply the same solution to every investor – because each investor has specific wants or needs for their savings.
We start by listening, then helping each investor understand exactly what their goals are, and how these can be achieved, or maybe helping them reset those objectives, if necessary.
The world of investing has always been “interesting” – and at its most rewarding when it has been “challenging”. Experience serves to remind us that it is the well-prepared investors who will prosper the most over the long term.
Partners at Collinson Wealth Management have long been involved in active risk management, and have seen the benefits of both rigorous risk management and having a long-term focus and strategy. Their combined, hands-on experience has not just stood the test of time, but flourished.
At Collinson Wealth Management, like all good partnerships, we’re with you for the long term.
Collinson & Co Wealth Management was established to provide specialist, independent investment advice.
John Collinson founded Collinson & Co in 1994 recognising that the existing options in the forex market for clients were simply not providing the service levels and transparency that people and business owners were demanding. A service that was tailored to the individual rather than the institution seemed frustratingly difficult to find.
Over time it also became increasingly apparent to John that the same issues existed around wealth management, and so he established Collinson Wealth Management on the cornerstone that every investor should have access to genuinely independent, informed advice.
We work with you as a person, rather than just another investor. We take the time to get to know you as an individual and to understand your background, your experience, your preferences and most importantly your goals, then we work with you to guide you toward achieve these objectives.
We are independent. We can offer you a broad and varied choice of investments, which we believe can better suit your needs as an individual. We know that no two people are ever the same. We are all different – and your investments should reflect this.
When allied with planning, patience and common sense, prudence develops the courage to be cautious. Our priority is firstly to preserve and then to grow your capital.
The link below has for more information about how we provide a clear and sound set of principles to our clients. These principles cast some light on what we believe is important, and also what motivates us when we are working for you.
At Collinson Wealth Management, we subscribe to these simple tenets:
- We believe in providing independent and objective advice, with assistance based on informed analysis, prudent judgment, and diligence.
- We undertake to work exclusively for our clients. There are no exceptions.
- We undertake to provide transparency and aim to achieve exemplary fiduciary standards and accuracy in handling client assets.
- We enable our clients to gain a deeper understanding of their risk profiles and in turn a firm control of their investment affairs.
Hugh has been involved in the financial markets since the early 1980s, and his various roles within banking, both in New Zealand and the United Kingdom, combined with significant senior treasury management roles within AFFCO Holdings, have produced a thorough grounding and understanding of the risk management process – a vital attribute which translates very well into the investment advisory sector. Hugh entered the investment advisory sector in June 2004 and joined Collinson Wealth in 2010. He is a member of Financial Advice New Zealand (FANZ), a Certified Treasury Professional (CTP) as a certified member of the Institute of Finance Professionals NZ Inc.
Telephone: +64 9 300 5237
Mobile – +64 27 4982 544
Email – email@example.com
Robert is an Authorised Financial Adviser (AFA) and has worked in financial markets since 1978. He has been involved with the funds management and investment advisory sector since 1998. Before Collinson & Co. he worked in banking, funds management and investment advisory roles in New Zealand, London, Luxembourg and Australia. Robert is a member of Financial Advice New Zealand (FANZ).
Phone – +64 9 300 5235
Email – firstname.lastname@example.org
Michael provides expert wealth management advice to individuals, families and charitable trusts. He studied finance at the University of Otago and went on to become a Chartered Financial Analyst (he is a professional member of the CFA institute). In 1999 he started work in the funds management industry, and has been working as an investment adviser since 2006. Michael is authorised by the Financial Markets Authority to provide financial and investment advice.
Phone – 09 390 5590
Email – email@example.com
Campbell provides expert wealth management advice to individuals, families and charitable trusts. Campbell believes that good advice starts with an in-depth knowledge of his clients’ circumstances and goals. He enjoys helping clients recognise their financial objectives and tailoring a personalised wealth strategy to suit them.
Phone – 09 390 5991
Email – firstname.lastname@example.org
Why is an investment philosophy important?
Setting up your investment philosophy helps to understand the investment decisions process. It provides a clear and sound set of principles to work by. It provides the discipline to stick with the plan.
The financial industry talks a lot about investor risk tolerance, as it should. But investors and their advisers need to have a more comprehensive conversation about risk, because risk tolerance is only one of several elements that make up risk.