Bruce K Robertson
Managing Director - Private Wealth Management @Jbwere
Auckland, NZ
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Mar 1997 — Present
Managing Director - Private Wealth Management @Jbwere
Auckland, NZ
Bruce is a Managing Director at JBWere and specialises in the area of Private Wealth Management. Bruce advises a small number of private individuals, family groups and institutional clients by providing a no-nonsense client focused approach
EDUCATION
1979 — 1981
Massey University
Bachelor of Business, Accounting & Finance
1974 — 1978
Palmerston North Boys' High School
University Entrance
2014 — 2014
Columbia Business School
Executive Education, Value Investing
SKILLS
Portfolio ManagementInvestmentsHigh Net Worth IndividualsAsset ManagementStrategyWealth ManagementRisk ManagementInvestment AdvisoryAsset AllocationStrategic Financial PlanningFixed IncomeAsset ManagmentFinancial AdvisoryInvestment StrategiesHedge FundsBusiness StrategyWealth Management ServicesFinancial PlanningSuperannuationManagementFinancial MarketsEquitiesFinancial Structuring
ABOUT BRUCE K ROBERTSON
A sound track record of offering specialist investment advice backed by highly regarded…
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