Cambridge Partners is one of New Zealand's leading independent investment advisory and wealth management firms. Our inclusive, consultative approach puts the client at the heart of everything we do. We specialise in wealth management, retirement planning, investment portfolios, families and individuals and executive financial planning. We are independently certified by the Centre for Fiduciary Excellence (CEFEX) as achieving global best practice standards, and have also been granted the Discretionary Investment Management Service (DIMS) license by the New Zealand Financial Markets Authority (FMA). Cambridge Partners was founded in 2017 and is a merger between two of New Zealand’s most highly respected financial services firms – Bradley Nuttall and iQ2 Private Wealth. Cambridge Partners is a founder member firm of GAIA (Global Association of Independent Advisers www.globalassociationofindependentadvisers.com) headquartered in Switzerland and which currently comprises some 15 firms from around the globe. Disclosure information is available on request and is free of charge.
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The Cambridge Partners Ltd. annual revenue was $5.1 million in 2026.
Phillippa Wilberforce is the CEO of Cambridge Partners Ltd..
19 people are employed at Cambridge Partners Ltd..
The NAICS codes for Cambridge Partners Ltd. are [52, 523920, 5239, 523, 52392].
The SIC codes for Cambridge Partners Ltd. are [62, 628].