Fiducian and Heathcote link for NZ distribution

funds-management/Fiducian/New-Zealand/

14 December 2016
| By Staff |
image
image image
expand image

Publicly-listed financial services firm, Fiducian Group has moved to extend its reach into New Zealand via a relationship with Clayton Coplestone's Heathcote Investment Partners.

Fiducian and Heathcote confirmed the distribution relationship this week, with Fiducian's managing director, Indy Singh, saying he was excited about the agreement given Heathcote's proven model for successful promotion of select investment opportunities.

He said it also showed the recognition of Fiducian's Manage the Manager system.

"We don't aim to shoot the lights out — we aim for consistent, above-benchmark returns and we deliver them year-in, year-out," he said.

Coplestone said Heathcote had been following the success of Fiducian for many years and had a high regard for its investment capabilities and forward thinking.

"We're particularly enthusiastic about Fiducian's long-standing abilities in managing investments in India," he said.

"Following some years of mutual due diligence, we're delighted that Fiducian has agreed to offer its successful investment capabilities into New Zealand. The other main reason for this decision is the encouraging reception received by managing director Indy Singh upon his recent visit to Auckland in October."

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 8 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo