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

The Cambridge office specializes in personalized investment advice and financial planning services for clients in New Zealand.

Cambridge

203 Chapel Street functions as a hub for investment advisory services, supporting client financial needs and strategies.

203 Chapel Street

Neil Paviour-Smith

Chelsea Leadbetter

Don W.

Simon Bowden

Keegan Harris

Craig Gibbs

Lauchlan Campbell

John Marsh

Peter Nielsen

Darren Manning

Matt Henry

Lisa Blondell

Christiaan Prent

Kerry Greer

Philip O'Neill

This department provides expert financial advice and investment management to clients, focusing on wealth growth and asset allocation.

Investment Services

This department provides assistance and support to financial advisors and clients throughout the advisory process.

Advisory Support

This department focuses on financial advisory services, including mergers and acquisitions, capital raising, and strategic analysis.

Investment Banking

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 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

This department manages client investments and partnerships while providing research and operational support in wealth management.

Forsyth Barr Limited

Org chart

Teams

Investment Services

Advisory Support

Investment Banking

Data Analysis and Engineering

Software Development

Wealth Management

Offices

Forsyth Barr Limited

Org chart

Teams

Investment Services

Advisory Support

Investment Banking

Data Analysis and Engineering

Software Development

Wealth Management

Offices

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