- Service Name
Forsyth Barr Investment Services
- Industry
Finance, Investment Services, Portfolio Management, Financial Advisory
- Main Value Proposition
Forsyth Barr offers clients the confidence to invest through expert advice and a wide array of investment services tailored to individual needs.
- Description
Forsyth Barr is a New Zealand-owned investment firm that provides a comprehensive range of investment services, including sharebroking, portfolio management, research, and investment banking. With over 85 years of experience, they offer personalized financial advice and innovative investment opportunities.
- Key Features
Comprehensive access to global market knowledge; Personalized investment advice from expert advisers; A full range of investment options including KiwiSaver and investment funds; Award-winning local and global research
- Use Cases
Forsyth Barr is most valuable for individuals looking to invest in various financial products, those seeking personalized investment advice, and clients interested in comprehensive market research.
- Competitive advantages
Over 85 years of trusted experience in investment services; A network of 25 offices across New Zealand for personalized service; Award-winning research that supports informed investment decisions
- Strengths
The main strengths of Forsyth Barr include its extensive market knowledge, personalized service, a wide range of investment options, and a strong reputation built over decades.
- Positioning
Forsyth Barr positions itself as a trusted partner in investment, providing expert advice and a full suite of services to help clients achieve their financial goals.
- Audience
The target users include individual investors, experienced investors, and those new to investing, as well as women seeking tailored financial guidance through the Her Wealth initiative.
- Brand Positioning
The brand identity of Forsyth Barr is centered around being a reliable, knowledgeable, and client-focused investment firm that prioritizes the financial well-being of its clients.
- CTA
Find out more
- Differentiation
Forsyth Barr stands out in the market due to its long-standing reputation, being New Zealand-owned, and its commitment to providing personalized and professional investment advice.
- Tagline
Invest with confidence
- Tags
Investment Services
Financial Advice
Market Research
KiwiSaver
- Tone of Voice
Professional, Trustworthy, Supportive
- Founded
1936-01-01
- Founders
Robert Forsyth Barr