Profile
Mr. Bruce K.
Robertson is a Private Wealth Adviser at JBWere NZ Pty Ltd.
He joined JBWere in 1997.
He specializes in the area of Private Wealth Management.
He advises a small number of private individuals, family groups and institutional clients by providing a no-nonsense client focused approach.
He believes in a team approach to the management of client monies works best and uses specialists to create a tailored solution for clients.
Mr. Robertson was an Investment Analyst for a leading investment bank specialising in mergers and acquisitions, having earlier been in a 'Big Five' accounting firm.
Mr. Robertson holds a Bachelors Degree in Accounting and Finance.
He is an NZX Broker, and NZX Adviser.
Bruce Kingsley Robertson active positions
| Companies | Position | Start |
|---|---|---|
JBWere NZ Pty Ltd.
 JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ Pty Ltd. is the New Zealand-based wealth management subsidiary of JBWere Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Auckland, the firm was founded by Jonathan Binns Were in 1840 to offer tailor-made investment advisory solutions for high-net-worth individuals, families, foundations and institutional investors. | Portfolio Manager-Equities | 01/01/1997 |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
JBWere NZ Pty Ltd.
JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ Pty Ltd. is the New Zealand-based wealth management subsidiary of JBWere Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Auckland, the firm was founded by Jonathan Binns Were in 1840 to offer tailor-made investment advisory solutions for high-net-worth individuals, families, foundations and institutional investors. | Finance |
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