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Forsyth Barr

Financial Advisory Group

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Certified

Forsyth Barr

Financial Advisory Group

|

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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Forsyth Barr was established in Dunedin in 1936 by Robert (Peter) Forsyth Barr. At the end of World War II, he was joined by Murray Sidey and Keith Skinner and together the three partners built the business based on a shared commitment to delivering quality advice with the highest levels of service. In the 1970s the entrepreneurial team broadened the business from its core stockbroking operation. In the 1970s Forsyth Barr was first into the New Zealand market with a broad range of investment solutions, including a fixed interest monitoring service. This innovation continued with the introduction of cash management and nominee services in the 1980s, along with portfolio management services and the first low cost retirement fund in the 1990s. The company grew rapidly through that period, opening offices in Christchurch, Wellington, Auckland, Invercargill, Lower Hutt, Palmerston North and Napier. This growth has continued, with Forsyth Barr now operating 22 offices across the country providing portfolio advice and management services on over 10 billion dollars’ worth of client investments, and administration and advisory services covering many billions of dollars of clients’ investments.

Address

PO Box: 97, Shortland Street, Auckland, Auckland, Auckland, NZ, 1140

Mobile

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Organisation

Company number

  • 2095523

Services offered

Certified 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.