Our Services

S.AG Private provides independent investment advice to high-net-worth families, family offices and institutions. Our expertise spans asset allocation, manager research and due diligence, portfolio construction, risk management and behavioural governance. We help clients make better long-term investment decisions through institutional-quality analysis, disciplined process and independent judgement.

Investment Advisory

We provide ongoing investment advice across asset allocation, manager and security selection, portfolio construction, risk management, and market positioning — built to improve the quality of the decisions our clients make, not to predict where markets are headed.

We believe some investment managers possess genuine skill and repeatable advantages. A significant part of our role is identifying those managers through rigorous research, due diligence and ongoing monitoring, while constructing portfolios that remain diversified and resilient across a range of market environments.

Our advice is tailored to each client's financial objectives, risk tolerance, investment horizon and any specific constraints. Clients receive detailed recommendations supported by our research, due diligence and market insights, but make the final investment decisions themselves.

This approach allows clients to maintain full control while benefiting from institutional-quality analysis and access to both New Zealand and global investment opportunities.

Transactional Execution

For experienced investors who wish to implement their own investment decisions, we provide access to execution services and a range of brokers and liquidity providers across equity, fixed income, and other markets. This service does not include personalised investment advice; clients retain full responsibility for assessing the suitability and risks of their transactions.

Strategic Advisory Network

Wealth built by one generation needs protecting from short-term decisions if it is to endure as a lasting legacy. We help clients share their vision for the legacy they want to leave, prepare heirs to be capable stewards of the wealth their family has worked hard to build, and structure their giving so that philanthropy becomes a deliberate part of their overall wealth strategy — not an afterthought.

Through our professional network, we facilitate client access to specialists in:

Complex tax and estate planning for multi-generational wealth transfer
Multi-jurisdictional structuring and trust administration
Business succession planning and M&A advisory
Capital raising and corporate finance for operating businesses
Philanthropic strategy and foundation structuring

These services complement our core investment advisory offering for clients with complex wealth management requirements.

S.AG Private's service model is designed for families and institutions with sophisticated wealth management needs, typically requiring:

Substantial portfolios benefiting from institutional-quality research and independent manager selection
Multi-generational wealth planning considerations
Appreciation for independent advisory without product conflicts

Better decisions compound into better outcomes. If you believe S.AG Private may be appropriate for your circumstances, we invite you to schedule a confidential consultation. Contact Us