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SBS Wealth

Asset Owner

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Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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At SBS Wealth we take a long view to financial performance. In one form or another, the SBS Group has been helping New Zealanders gain financial independence for 155 years. SBS Wealth is part of the SBS Bank Group. It had a pretty epic start in 1869, when James Walker Bain trekked across 204km of wilderness between Dunedin and Invercargill to found what was then called the Southland Building, Land and Investment Society. From day one, we have been a mutual society – 100% owned by its members. SBS Bank Group still is today, so at SBS Wealth we answer only to our customers and the members who own us, not overseas shareholders.

Address

Level 18/125 The Terrace Wellington Central, Wellington, , NZ, 6011

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Organisation

Company number

  • NZBN: 9429036803323

Services offered

Certified products

  • SBS Wealth KiwiSaver Income Fund SBS Wealth KiwiSaver High Growth Fund

Approved products

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.