JMI Wealth appoints two senior advisers

JMI recruits two senior former bank advisers to its team.

Sunday, September 3rd 2023, 6:42PM

JMI Wealth has added two new senior investment advisers to its team, with the appointments of David Leighton and Greg McGeorge.

Leighton has more than 20 years’ experience in the financial services industry in New Zealand, primarily with ASB where he was Wealth Lead Manager and Executive Wealth Manager and being based in the Waikato has a strong focus on the farming sector, while McGeorge has a wealth of experience from the UK and New Zealand. Most recently he spent 13 years at Westpac as an adviser. He has also spent stints at Infiniti Capital Markets as a relationship manager and was Vice President - relationship manager - exchange traded derivatives at Lehman Brothers in the UK.

Since returning to New Zealand, McGeorge has been working with large scale clients within the private bank market in Christchurch. Leighton will be based in Cambridge, Waikato and McGeorge in Christchurch.

JMI Wealth manage over $2 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 client referrals who value experienced
advisors providing quality advice.

Head of Investment Advice Jason Watson says that “We are pleased to be able to grow our team even further, and are thrilled to have secured two individuals of such high standing within the industry. We look forward to having David and Greg on board to continue building our presence throughout New Zealand”.

Tags: JMI Wealth