Forsyth Barr is a fully staff and NZ-owned NZX firm providing a full range of investment and wealth management services including portfolio management, investment advice, sharebroking, research, investment banking, cash management, investment funds and KiwiSaver. Founded in 1936, Forsyth Barr has offices across New Zealand, visit forsythbarr.co.nz/about for more information.

Banking

Investment Management

Forsyth Barr Limited

Forsyth Barr Limited's headquarters in Dunedin, New Zealand

Neil Paviour-Smith

John Marsh

Chelsea Leadbetter

Keegan Harris

Craig Gibbs

Simon Bowden

Kerry Greer

Lauchlan Campbell

Peter Nielsen

Darren Manning

Matt Henry

Lisa Blondell

Christiaan Prent

Don W.

Philip O'Neill

The Data Analysis and Engineering team at Forsyth Barr Limited is responsible for harnessing data to drive informed investment decisions and optimize operational efficiency. This team employs advanced analytics, data engineering, and insights generation to support portfolio management, regulatory compliance, and research initiatives. By leveraging their expertise in data infrastructure and analysis, they empower various departments within the firm to enhance their strategic objectives and deliver exceptional wealth management services to clients.

Data Analysis and Engineering

The Analysts and Support team at Forsyth Barr plays a crucial role in driving investment decision-making and enhancing client services. This diverse group of analysts and business support professionals conducts in-depth market research, provides analytical insights across various asset classes, and develops innovative solutions to enhance investment strategies. Their collaborative efforts ensure that both clients and internal teams receive expert guidance and comprehensive support in wealth management and investment banking initiatives.

Analysts and Support

The Software Development team at Forsyth Barr Limited is responsible for creating and maintaining innovative, reliable software solutions that enhance the company's investment and wealth management services. This team collaborates on developing platforms and applications, ensuring seamless user experiences, and integrating advanced technologies to improve operational efficiency and client engagement. Their expertise spans various roles, from platform engineering to software development, driving continuous improvement and innovation within the organization.

Software Development

The Investment Management team at Forsyth Barr Limited is responsible for developing and implementing tailored investment strategies to optimize client portfolios. This team conducts in-depth market research, provides expert investment advice, and manages asset allocation to ensure clients achieve their financial goals while navigating market conditions. They collaborate closely with other departments to deliver comprehensive wealth management services, including equities, fixed income, and alternative investments.

The Marketing and Digital Strategy team at Forsyth Barr Limited is responsible for developing and executing comprehensive marketing initiatives that enhance brand visibility and engage clients. This team focuses on digital marketing strategies, including online campaigns, social media outreach, and user experience enhancements, to effectively promote the firm's investment and wealth management services while ensuring a seamless digital experience for customers. Their collaborative efforts drive growth, client acquisition, and retention within the financial services sector.

Marketing and Digital Strategy

The Wealth Management Team at Forsyth Barr Limited is dedicated to providing personalized investment strategies and financial advice to clients, helping them achieve their financial goals. They offer expertise in portfolio management, investment research, and operational support, ensuring a comprehensive and cohesive approach to wealth management. Their focus is on building long-term relationships and delivering tailored solutions that meet the unique needs of each client.

Forsyth Barr Limited

Org chart

Teams

Data Analysis and Engineering

Analysts and Support

Software Development

Investment Management

Marketing and Digital Strategy

Wealth Management Team

Offices

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