tmmonline.nz  |   landlords.co.nz        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Friday, November 22nd, 10:02AM

People

rss
People

JMI Wealth expands investment team

The former chairman of the Lifetime Group investment committee joins JMI.

Thursday, April 21st 2022, 8:43AM 1 Comment

Joe Byrne has joined JMI Wealth's investment advisory team.

Byrne will be based on the Kapiti Coast and service the Wellington region.  He was previously a financial adviser and chairman of the Investment Committee for Lifetime Group.  Byrne brings a wealth of experience from working in investment markets in the USA and UK before moving to New Zealand.

He was also head of investment solutions at Grosvenor Financial Services (now Booster) from December 2012 to May 2014.

JMI Wealth manage more than $2.5 billion of financial assets on behalf of clients, ranging from high net worth individuals and family offices to charities, corporate pension funds and iwi.  Over the last 30 years JMI Wealth has grown consistently on the back of referrals from clients who value experienced advisors providing quality advice.

Head of Investment Advice Jason Watson says that “It is exciting to be able to open our fifth office and our third outside of Auckland.  This will increase our presence in the lower North Island.  We look forward to having Joe on board to continue our tradition of building well-constructed investment portfolios.

Tags: JMI Wealth

« ANZ Investments MD now heads up advice firm[Obituary] Bill Lisle »

Special Offers

Comments from our readers

On 22 April 2022 at 8:47 am Pragmatic said:
A great hire. Congratulations JMI

Sign In to add your comment

 

print

Printable version  

print

Email to a friend
Slideshow

Tuesday, November 26th 2024
Partners Life Spring into Summer roadshow
Waikato

Thursday, November 28th 2024
Partners Life Spring into Summer roadshow
Auckland

Thursday, November 28th 2024
Nature Working Group Meeting #4, 2024
Nationwide

Tuesday, December 3rd 2024
Launch of Responsible Investment Benchmark Report 2024 Aotearoa NZ
Nationwide

Tuesday, December 3rd 2024
Partners Life Spring into Summer roadshow
Wellington

Tuesday, December 3rd 2024
RI BENCHMARK REPORT 2024 AOTEAROA NZ
Nationwide

Wednesday, December 4th 2024
Partners Life Spring into Summer roadshow
Canterbury

Thursday, December 5th 2024
Aotearoa Collaborative Working Group Meeting #4 2024
Wellington

Wednesday, December 11th 2024
Responsible Investment Association Australasia AGM 2024 (RIAA member only)
Offshore

Tuesday, March 4th 2025
Meet the Managers Roadshow
Wellington

MORE»

News Bites
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
 
Site by Web Developer and eyelovedesign.com