At Quartz Wealth we believe any wealth creating activity needs to be approached the same way regardless of the underlying opportunity.
It’s about ensuring it fits in with your personal goals, objectives and financial circumstances, that you’re making sound, well considered decisions, that you’re comfortable with the level of risk and that you’re taking a longer-term view.
When it comes to investing in the financial markets, we believe in taking an evidence-based approach to investing, grounded in economic theory. This means using academic research, creating highly diversified portfolios, focusing on what you can control, minimising costs and removing emotion. Markets will go up and down, but by being disciplined, and having a long-term plan with the right amount of risk for you, we believe that you have the best chance of having a positive investment experience and achieving your goals.
Our investment solutions offer clients a range of globally diversified investment portfolios, and include tax efficient, responsible investing and customised options. We build an investment mix that is right for you. Over time we refine and adjust solutions to make sure they still suit your changing circumstances and leverage off new products available in the market.
Investment
Solutions
Custodian
As a client you will benefit from the convenience technology can offer in simplifying the management of your financial affairs, including consolidating your investments and reporting on a single platform. The custodian is responsible for holding your money and investments for you in safe custody, and providing investment administration services and independent reporting made available to you via the secure portal. These services are independent of Quartz giving you peace of mind, along with the added benefit of access to wholesale rates.
Discretionary Investment Management Services (DIMS)
Quartz has been granted a Discretionary Investment Management Services ‘DIMS’ licence by the Financial Markets Authority (FMA). Under a DIMS, Quartz manages your investments on your behalf, according to an investment mandate you have agreed to as part the of the wealth planning process. All client funds are held by an independent custodian.
To obtain the DIMS licence, Quartz has demonstrated it has appropriate resourcing capabilities, operational infrastructure, financial resources and governance and risk management structures. On an on-going basis, we are required to meet continuing professional standards, reporting and disclosure obligations.
Some of the benefits of a DIMS include access to a range of professionally managed portfolios with the convenience that day-to-day investment decisions are carried out by professionals without needing your authorisation, transparency through reporting, and access to a broader range of investments than retail investors may otherwise be able to access directly.
Responsible Investing
As consumers, we can express our personal values around sustainability through the purchasing choices we make. Increasingly investors want to extend these preferences to the investment decisions they make, without compromising their long-term investment outcome.
Using the UN Principles for Responsible Investing, Quartz Wealth has developed a suite of Responsible Investment (RI) strategies that incorporate environment, social and governance (ESG) factors into the portfolio design and decision making. This provides investors with options to align their individual values with their investment strategy, while maintaining a sound investment philosophy.
