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.
Alex Burov
Associate Director | Investmen...
Anna Francis
Investment
James Lindsay
Director / Senior Analyst
Kerry Greer
Co-head Of Investment Banking
Megan Glen
Director Investment Banking
Michael Coleman
Portfolio Manager
Myles Snaddon
Associate Director, Investment...
Rob Mercer
Director/equities Wealth Manag...
Zoe Wallis
Investment Strategist
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