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Pāua Wealth Management

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Pāua Wealth Management is an independent, boutique wealth advisory firm. We believe New Zealand investors deserve truly independent advice and the better outcomes this delivers. As an employee-owned firm, we have created a business that supports the independence and integrity of our advice, removes potential conflicts of interest, and gives back to New Zealand. We do not manufacture investment products, we are not incentivised to sell particular products or trade on clients' portfolios, which can create conflicts of interest. We only receive fees agreed to by clients – so they can be confident that we act only in their best interests. We provide wealth management services to wholesale investor clients including high net worth individuals, family offices, select not-for-profit foundations and trusts. Recognising that every client's situation is unique, we create bespoke portfolios to achieve our clients' financial goals, including capital growth, capital preservation and succession planning.

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People working at Pāua Wealth Management
DN
Donna Nicolof
Chief Executive Officer
Auckland, Auckland, New Zealand
GB
George Boubouras
Investment Committee
Auckland, Auckland, New Zealand
CG
Chris Glackin
Managing Director & Co Founder at Paua Wealth Management
Auckland, Auckland, New Zealand
JP
Jude Pereira
Chief Legal and Risk Officer (AMLCO/MLRO)
Auckland, Auckland, New Zealand
AM
Andy Morris
Advisory Board
Auckland, Auckland, New Zealand
SM
Sam Morris
Associate Wealth Adviser
Auckland, Auckland, New Zealand
JB
John Bradley
Director Wealth Management
Auckland, Auckland, New Zealand
JD
Joanna Doolan
Advisory Board Member
BT
Belina Teoh
Director - Wealth Management
BB
BaharatKumar BhopaBhai
pauaux
Auckland, Auckland, New Zealand
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