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| Additional information |
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| Forsyth Barr Limited |
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Overview:
New Zealanders have put their trust in Forsyth Barr for professional investment advice and service for over 75 years.
We are proud to be a New Zealand owned firm, with 19 offices throughout the country and over 250 investment professionals.
We assist personal, institutional and corporate clients providing a full range of investment services.
Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).
Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.
Our portfolio management and monitoring services cover over $4 billion of clients' investments - these services include complete investment administration and reporting services.
We provide a full range of investment banking services. We have a market leading reputation for raising equity and debt capital through New Zealand’s public markets.
For regular savers we offer the Forsyth Barr KiwiSaver Scheme and a range of Investment Funds covering all investment sectors.
Forsyth Barr is involved in a wide range of community events and partnerships. From sports to the arts, we are proud to be actively contributing to our local communities, including our partnership with Forsyth Barr Stadium. |
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History:
Forsyth Barr was established in Dunedin in 1936 by Robert (Peter) Forsyth Barr. After the end of World War II, he was joined by Murray Sidey and Keith Skinner. Together the three partners built a strong business based on sound advice and a dedication to excellence.
In the 1970s, Forsyth Barr was the first to introduce a broad range of investment solutions, including the fixed interest monitoring service. In the 1980s, cash management and nominee services commenced. In the 1990s, portfolio management and Thinking about Tomorrow (the first low cost retirement fund) were offered.
In 1986 Forsyth Barr opened its second branch, in Christchurch. The company came through the 1987 stockmarket crash in a solid position, unlike many other firms. We subsequently opened branches in Wellington, Auckland, Invercargill, Lower Hutt, Palmerston North and Napier in the early 1990s.
Over the past decade we have built our service offering around high quality wealth management and advisory services. We currently provide portfolio advice and management services on over $4 billion dollars worth of investments, and provide administration and advisory services covering many billions of dollars of clients’ investments. This includes our range of Investment Funds and Forsyth Barr KiwiSaver.
Our depth of service offering and quality of research products are part of the reasons why two long-established NZX firms – Frater Williams and Esam Cushing - joined with Forsyth Barr.
Frater Williams of Auckland had been in operation since its original establishment as Frater Brothers in Thames and Auckland in 1872 - New Zealand’s oldest sharebroking firm. With Frater Williams joining Forsyth Barr in 2000, we gained branches in Hamilton and Tauranga.
A branch was opened in Nelson soon afterwards, along with the purchase of NZX firm Young & Co in the Manawatu region.
Esam Cushing has serviced clients from its Hastings base for over 100 years. In 2010 the firm merged its operation with Forsyth Barr in Hastings to form Forsyth Barr Esam Cushing.
In recent years, at a time when others have been uncertain about their future, Forsyth Barr has acquired NZX firms in Timaru (Munro Hubbard) and Ashburton (Ross Sinclair), and has established new branches in Whangarei, North Shore, Cambridge, New Plymouth and Queenstown, growing our presence to 19 branches nationwide.
Over recent years we have established and grown our institutional fixed interest and equities businesses, with Forsyth Barr having a number 1 market share for all listed fixed interest (NZDX) activity in both 2009 and 2010.
Forsyth Barr has also established a strong investment banking business with a market-leading capital markets and distribution presence, and an award-winning team: Forsyth Barr received the INFINZ Equity Deal of the Year award in 2011.
Leveraged Equities Finance Limited was bought by Forsyth Barr in 2001 and is a successful and long-established margin lending business.
As for our full history of over 75 years, Forsyth Barr remains a fully New Zealand and staff owned firm.
Forsyth Barr is a Foundation NZX Firm and we are the only NZX Firm recognised by the Financial Markets Authority (FMA) as a Qualifying Financial Entity (QFE). |
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