Jarden Wealth and JBWere NZ will become one wealth management firm under the JBWere name over the coming months.

Heightened uncertainty surrounding U. S. policy, coupled with Trump’s unpredictable tumultuous approach to tariffs, has clearly influenced investor and consumer confidence this year.

We recently released the 2025 Bequest Report, which looks at the trends, behaviours and opportunities around charitable bequesting in New Zealand.

2025 was always expected to bring its share of surprises and curveballs for investors.

Only 55% of New Zealand adults have a will, and just 6% of wills include a charitable gift as part of the inheritances. Bequests account for just 1.

The year has only just begun, yet it has already been eventful.

2024 exceeded expectations in terms of investment returns, with the U. S. economy steering clear of a significant slowdown and technological innovation progressing steadily.

While the US election results are naturally generating plenty of interest, beyond the election noise, we believe there have been some developments over the past month that have shifted the…

In about a month, the US heads back to the polls for another highly anticipated election.

After an extended period of relative calm, August proved to be an eventful month, with a sharp jump in market volatility as markets ‘rock and rolled’.