CRAIGS INVESTMENT PARTNERS LIMITED - Key Persons
Job Titles:
- Senior Research Analyst ( International Equities )
Job Titles:
- Member of the Investment Banking Team
- Associate / Investment Banking
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Member of the Investment Banking Team
- CEO, Investment Banking Director
Job Titles:
- Investment Adviser
- in 2011 As an Investment Adviser
Bruce joined Craigs Investment Partners in 2011 as an Investment Adviser. Prior to this he spent 10 years in the financial markets industry, having worked in Edinburgh, London and Christchurch.
Bruce advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and charitable entities.
Bruce is one of the few Investment Advisers in New Zealand to hold the Chartered Financial Analyst (CFA) designation. Investors globally recognise the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
Bruce holds the following qualifications:
Certificate of Authorisation AFA (2011)
CFA Chartholder (2011)
Bachelor of Science (Hons) in Combined Studies (Actuarial Mathematics; Statistics), Heriot-Watt University (2000)
He is a member of or accredited with the following organisations:
NZX Adviser
CFA Institute
CFA Society of New Zealand
Bruce joined Craigs Investment Partners in 2011 as an Investment Adviser. Prior to this he spent 10 years in the financial markets industry, having worked in Edinburgh, London and Christchurch.
Bruce advises clients in all aspects of equity investments, specialising in portfolio management for private clients, family trusts and charitable entities.
Bruce is one of the few Investment Advisers in New Zealand to hold the Chartered Financial Analyst (CFA) designation. Investors globally recognise the CFA designation as the definitive standard for measuring competence and integrity in the fields of portfolio management and investment analysis.
Bruce holds the following qualifications:
Certificate of Authorisation AFA (2011)
CFA Chartholder (2011)
Bachelor of Science (Hons) in Combined Studies (Actuarial Mathematics; Statistics), Heriot-Watt University (2000)
He is a member of or accredited with the following organisations:
NZX Adviser
CFA Institute
CFA Society of New Zealand
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Member of the Investment Banking Team
- Analyst / Investment Banking
Job Titles:
- Member of the Investment Banking Team
- Associate / Investment Banking
Job Titles:
- Assistant Sustainability Analyst
Job Titles:
- Head of Investment Strategy ( Wilsons ) Wilsons
David Frame joined Craigs Investment Partners in April 2015. He has previously worked for ANZ as a Private Banker providing investment advice to the bank's high net worth clients and before that worked for an Investment Fund manager.
Having seen many different investment philosophies and practices through his career David is devoted to understanding and helping fulfil his clients' investment objectives.
David was a Director of the Otago Chamber of Commerce and judges a number of business competitions associated with the University of Otago's School of Business.
David holds the following qualifications:
Certificate of Authorisation AFA (2012)
Master of Business Administration, University of New England, Australia (2009)
Bachelor of Commerce (Combined Honours in Management and Marketing), Otago University (1994)
He is a member of the following organisations:
NZX Adviser
David Frame joined Craigs Investment Partners in April 2015. He has previously worked for ANZ as a Private Banker providing investment advice to the bank's high net worth clients and before that worked for an Investment Fund manager.
Having seen many different investment philosophies and practices through his career David is devoted to understanding and helping fulfil his clients' investment objectives.
David was a Director of the Otago Chamber of Commerce and judges a number of business competitions associated with the University of Otago's School of Business.
David holds the following qualifications:
Certificate of Authorisation AFA (2012)
Master of Business Administration, University of New England, Australia (2009)
Bachelor of Commerce (Combined Honours in Management and Marketing), Otago University (1994)
He is a member of the following organisations:
NZX Adviser
Job Titles:
- Research Analyst ( Agriculture and Funds )
Dwight Egelhof joined Craigs Investment Partners as an Investment Adviser in February 2019. Prior to this, Dwight was an Investment Adviser with Hobson Wealth Partners (previously Macquarie Private Wealth) where he developed a sound foundation in his wealth management expertise.
Dwight uses his knowledge, skills and care to work alongside clients in to pursue their goals while reducing their stress. Dwight specialises in portfolio management for private clients, high net worth individuals, family trusts, family groups and charitable organisations. He enjoys developing relationships with clients, aiming to make the investment process simple yet rewarding.
Dwight is new to Hamilton and is keen to get involved in the local community.
Job Titles:
- Member of the Investment Banking Team
- Analyst / Investment Banking
Job Titles:
- Area Manager
- Investment Adviser
Job Titles:
- Head of Institutional Equities
Job Titles:
- Senior Research Analyst ( Australian Equities )
Job Titles:
- Head of Private Wealth Research
Job Titles:
- Member of the Investment Banking Team
- Analyst / Investment Banking
Job Titles:
- Member of the Investment Banking Team
- Analyst / Investment Banking
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Investment Adviser - Superannuation and Savings
Jeremy Crang joined Craigs Investment Partners in 2010. He returned to the financial services industry after working eight years in telecommunications in the UK. Prior to this, he worked as an Investment Adviser, Equity and Bond Trader.
Jeremy likes to get involved in the community and is a Trustee of The Champion Centre Foundation, Cashmere High School and the Cashmere High School Foundation Trust. After 10 years of boatbuilding he now enjoys getting out on the water with his family.
Jeremy holds the following qualifications:
Diploma in the NZ Stock Exchange
Honours in Forestry Science from Canterbury University
Bachelor of Commerce (Accounting) from Otago University
Certificate of Authorisation AFA (2011)
He is a member of or accredited with the following organisations:
NZX Adviser
Jeremy Flood joined Craigs Investment Partners in 2013. Jeremy previously spent five and a half years working as an Executive Investment Adviser in Private Banking for Westpac Jeremy has over 20 years of banking and investment experience including, 8 years working for investment banks in London and worked in equity valuation at Credit Suisse First Boston and research at West Lb Panmure; with a personal highlight being a month long secondment to work in New York. On returning home he set up and managed his own business before moving to private banking.
Jeremy works in a partnership alongside Jeremy Crang and together provide tailored investment solutions to clients across the South Island including business owners, charitable trusts, Iwi, farmers and individuals. Jeremy believes a team approach to managing client funds works best with a focus on building long term relationships and helping clients to achieve their financial goals. Jeremy is a Trustee of the Canterbury Bone Marrow Cancer Trust and sits on the Investment Committee for the Little Company of Mary.
Jeremy holds the following qualifications:
Certificate of Authorisation AFA (2011)
Graduate Diploma in Business Studies (Personal Financial Planning) Massey University (2009)
Equity Valuation Certificate (CSFB) (2001)
Bachelor of Commerce and Management, Lincoln University (1995)
He is a member of or accredited with the following organisations:
NZ Adviser
Job Titles:
- Head of Private Wealth & Markets
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Member of the Investment Banking Team
- Director / Investment Banking
Job Titles:
- Member of the Investment Banking Team
- Associate / Investment Banking
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Member of the Investment Banking Team
- Vice President / Investment Banking
Job Titles:
- Investment Adviser - Broking Team Manager
Mark Lister - Chief Investment Officer
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Senior Research Analyst ( Portfolio Strategy )
Job Titles:
- Senior Research Analyst ( NZ Equities )
Job Titles:
- Member of the Investment Banking Team
- Analyst / Investment Banking
Job Titles:
- Member of the Investment Banking Team
- Analyst / Investment Banking
Job Titles:
- Member of the Investment Banking Team
- Vice President / Investment Banking
Job Titles:
- Senior Research Analyst ( International Equities )
Job Titles:
- Director, Specialised Wealth Advisory
Regan Carey - Chief Compliance Officer
Job Titles:
- Investment Adviser - Superannuation and Savings
Job Titles:
- Senior Research Analyst ( International Equities )
Ross joined Craigs Investment Partners in 2017 and is responsible for the management of the Auckland, Gisborne and Queenstown Private Wealth advisory businesses.
He has over 30 years' experience in financial markets and, prior to joining Craigs, held various leadership roles in New Zealand, London and Sydney. Most recently he was Chief Operating Officer - Securities for Jarden. Earlier in his career he held London and Sydney based Fixed Income business management roles for both Goldman Sachs and Credit Suisse.
Ross holds a Bachelor of Management Studies degree from the University of Waikato.
Ross joined Craigs Investment Partners in 2017 and is responsible for the management of the Auckland, Gisborne and Queenstown Private Wealth advisory businesses.
Job Titles:
- Head of Portfolio Analytics and Asset Allocation
Job Titles:
- Investment Adviser - Broking
Sarah joined Craigs Investment Partners in 2018. Sarah specialises in intergenerational wealth and ethical investing, and endeavours to build meaningful relationships with her clients.
Sarah works in a partnership alongside Jeremy Crang and Jeremy Flood. Together, they provide tailored investment solutions to clients across the South Island including charitable trusts, Iwi, farmers and individuals.
Originally from South England, Sarah moved to Christchurch where she attended St Andrew's College. Outside of work, Sarah is passionately involved in the community and currently sits on the board of a local charity, Learn Active, which supports people will intellectual disabilities aged 15 years old and above.
Job Titles:
- Head of Institutional Research
Job Titles:
- Investment Adviser - Superannuation and Savings
Todd joined Craigs in May 2020 as part of the retail broking team. Prior to joining Craigs Todd spent 13 years as a financial planner and investment adviser here in Tauranga providing advice on portfolio management and retirement planning.
Todd advises clients in all aspects of investments, specialising in portfolio management for private clients and family Trusts. Todd is passionate about helping his clients achieve their long-term goals.
In his spare time Todd enjoys going for walks with his family, watching his daughters play hockey and is an avid sprint coach.
Todd holds the following qualifications:
Certificate of Authorisation AFA (2016)
Certified Financial Planner (2009)
Graduate Diploma (Financial Planning), Massey University (2007)
Bachelor of Business Studies (Economics), Massey University (1998)
Todd joined Craigs in May 2020 as part of the retail broking team. Prior to joining Craigs Todd spent 13 years as a financial planner and investment adviser here in Tauranga providing advice on portfolio management and retirement planning.
Todd advises clients in all aspects of investments, specialising in portfolio management for private clients and family Trusts. Todd is passionate about helping his clients achieve their long-term goals.
In his spare time Todd enjoys going for walks with his family, watching his daughters play hockey and is an avid sprint coach.
Todd holds the following qualifications:
Certificate of Authorisation AFA (2016)
Certified Financial Planner (2009)
Graduate Diploma (Financial Planning), Massey University (2007)
Bachelor of Business Studies (Economics), Massey University (1998)
Job Titles:
- Senior Sustainability Analyst
Job Titles:
- Member of the Investment Banking Team
Job Titles:
- Member of the Investment Banking Team
- Director / Investment Banking
Job Titles:
- Senior Investment Adviser
Job Titles:
- Member of the Investment Banking Team
- Director / Investment Banking
Job Titles:
- Area Manager - Superannuation and Savings