Jeremy is a seasoned Investment Adviser experienced in portfolio management and responsible investment strategies. Based in Otago, Jeremy specialises in aligning client portfolios with sustainable investment principles, ensuring investment decisions reflect both ethical considerations and long-term financial performance.
Jeremy is a NZX Adviser and registered Financial Adviser. Prior to returning to New Zealand in 2015, Jeremy gained significant offshore expertise in capital and financial markets with a number of financial institutions in London, Hong Kong and Sydney.
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