GoodReturns TV

[GRTV] SBS Wealth expands its advice offering

In this Special episode of Good Returns TV SBS Wealth talks about its plans to expand its advice offering and discusses it's investment strategy which is different to many of its peers.

 

SBS Wealth chief executive Morne Redgard talks about how the business, owned by SBS Bank, has been providing advice to high net worth clients for 23 years. Now it is at a stage where it wants to take what its learnt and provide it to KiwiSaver members.

Besides KiwiSaver members, SBS Wealth also wants to work with other financial advisers.

He says SBS Wealth wants to "make financial advice more accessible to investors,' he says

take our products and services to other financial advisers.

Chief investment officer Martin Pyke says SBS's KiwiSaver funds have performed well and it takes a different approach to most of its peers. The investment philosophy is built around long term, sustainable growth. It takes a more global approach than most schemes where three out of every four investments will be to global companies and one to local companies.

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