Who We Work With
Access to private markets, with independent advice on whether they suit you
Private markets, such as private equity, private credit and real assets, have historically been available mainly to large institutions. For suitable investors, they can add diversification and access to opportunities not found on the sharemarket. They also come with trade-offs, including less liquidity, longer timeframes and higher minimums, and they aren’t right for everyone.
Is this you?
You have a substantial portfolio and a long investment horizon. You’re curious about private markets but want independent advice before committing. You’ve been offered private investments and want a second opinion.
Who can invest
Many private market investments in New Zealand are only available to wholesale or eligible investors under the Financial Markets Conduct Act. We’ll explain what this means and whether you qualify.
How we help
Because we’re independent, we assess private market opportunities on their merits, including fees, liquidity and risk, and only recommend them where they genuinely fit your wider portfolio.
Fees & getting started
Our advice fee starts at 1% per year of the assets we manage for you, with no transaction costs from us. Underlying fund and platform fees may apply and are always disclosed upfront. We never charge for consultations. Our aim is to build long-term partnerships with our clients, so your first conversation, and every conversation after it, is about understanding you and your goals.
Book a free consultation with JamesBespoke Wealth is an FMA-licensed financial advice provider (FSP1011643). Read our Disclosure Statement.