Mark Logan
Wealth Management Adviser
Mark creates tailored wealth management solutions for a range of high net-worth families, entrepreneurs, trusts, and charities. He also advises business owners approaching exit, guiding the transition to ensure outcomes are aligned with their long-term objectives.
He has more than 25 years of experience in financial services and managing investment portfolios. Mark enjoys working closely with clients to understand their goals and motivations, as well as uncovering the often fascinating stories behind their success.
Originally from England, Mark spent the first 14 years of his career providing holistic financial advice in London, primarily with St. James’s Place Wealth Management. After emigrating to New Zealand in 2010, he worked as an Executive Wealth Manager at ASB Bank, building an investment portfolio in excess of $200 million.
He is an NZX adviser and holds a range of securities and financial advisory certifications from both New Zealand and the UK. Mark is driven to provide the highest standard of advice and service to his clients.
Outside of work, Mark is passionate about sport and enjoys football, tennis, golf, and skiing when time allows.