Investment Strategy

The Scots College Foundation has First NZ Capital as its independent financial advisors to provide sound strategic investment of funds held by the Trustees. The Foundation investments and accounts are entirely separate from the College and are independently audited each year. All income generated through investment is held and used exclusively for the benefit of the College.

About First NZ Capital

First NZ Capital is one of New Zealand’s leading finance houses offering share broking, portfolio management, investment banking*, financial and economic research services. They have been a trusted provider of wealth management and investment advice to individuals, companies, institutions and governments for over 50 years. Their strong local expertise is backed by a strategic alliance with Credit Suisse Group, a relationship that has existed for more than 20 years.
*First NZ Capital is not a registered bank.

Best Investment Bank, New Zealand, 2013 [World Finance Banking Awards]

“Boasting a half-century of local expertise and 20 years of strategic backing from the Credit Suisse Group, First NZ Capital comprises the perfect balance of client focus and global clout. The bank offers services in institutional equities, wealth management, equity capital markets, debt capital markets, M&A and corporate advisory.”

For further information
Foundation Trustee, and former Scots College parent Peter Griffiths chairs the Scots College Foundation’s Financial Sub-Committee. For further information regarding the Foundation’s investment strategy, please contact Peter Griffiths directly, email: peter@nzds.co.nz.