Perpetual is pleased to announce the strengthening of our Auckland advisory team with the addition of three new advisers.
Through an agreement with Diversified Investment Strategies Limited, a 16 year old, boutique funds management company based in Auckland, Clint Macy, Richard Milton, and Phil Armstrong have joined Perpetual to provide continued investment services to new and existing clients.
Clint was a founding Director of Diversified and has been in the financial services industry for 36 years, working in roles ranging from sharebroking and systems management to advisory and investment management.
Norman W. Stacey will remain as a Director at Diversified but has been contracted to Perpetual’s investment committee where he will provide valued input to portfolio design and investment strategy.