Welcome to Bloomsbury Associates
Bloomsbury Associates is an independent practice providing robust financial advice to private investors, family trusts and charities. We offer customised savings and investment portfolios. We aim to design solutions for our clients that protect accumulated assets and offer a reliable and cost-effective means of achieving capital market returns.
Our investment strategies aim to reduce unnecessary uncertainty and help ensure that only sensible risks are taken within a portfolio.
By using a combination of passive index funds and semi-active institutional funds we can help our clients invest at the forefront of modern investment thought. We engage with clients, professionals and academics around the world in order to offer this advanced service.
This feedback loop helps to maximise our clients' opportunities to achieve investment success.
We have an "asset class" approach to portfolio construction. Academic research confirms that our approach offers a superior solution to the traditional stock-picking or forecasting approach still offered by most financial advisers and fund managers in New Zealand.
Bloomsbury Associates operates on a strict fee-for-service basis. As independent financial advisers our advice is not compromised by commissions, brokerage or other financial incentives. We are not paid salesmen and we are not restricted by approved product lists or sales quota contracts.
We are based in Wellington, New Zealand and are accepting new clients at present.
Contact us now to discuss how we can assist.