Sam Bejjani
Wealth Management Adviser
Sam started his career in 1995 with the Bank of New Zealand, followed by HSBC, and Goldman Sachs JBWere. Sam re-joined the BNZ in 2012, helping setup the BNZ Family Office, the first multi-Family Office in New Zealand. Since then, Sam has been focused on the holistic needs of UHNW families, providing assistance and resources to Family Office clients focused on wealth management solutions, and the challenges such families face with the development of the next generation, and creating a strong values-based framework for how wealth is treated within generations.
Sam re-joined JBWere in late 2019 to work closely with Family Office clients and offer a seamless and holistic service bringing the best resources from across the firm.
Sam holds a Post-Graduate Diploma in Financial Planning, an MBA from Auckland University Business School, studied Mergers & Acquisitions at Stanford University in the US and is an NZX Adviser