About

Heathcote

Investment Partners

Heathcote Investment Partners was established in 2008 by Clayton Coplestone, to become New Zealand’s leading third-party distributor of boutique investment services to family offices, financial intermediaries, institutions and authorised financial advisors.

In providing investment solutions that are best-in-class, we not only invest in our own exceptional people, but we also foster partnerships with standout fund managers and other financial experts around the globe. Combining our passion for finding the market’s best opportunities with our collaborative approach, Heathcote Investment Partners’ solutions are designed to meet the unique needs of our diversified client base.

Our People
NZ Funds & Advisory Industry
Contact us

Heathcote Investment Partners provides expertise and assistance

for Authorised Financial Advisers & Financial Intermediaries in the following areas:

Exclusive representation of Manager capabilities to New Zealand retail, quasi-retail, and institutional financial communities

Market intelligence to assist in determining the outlook of the local financial services industry, and providing solutions for industry participants

Targeting sophisticated financial services intermediaries, family offices and institutions through a deliberate and measurable campaign

Operating a variety of proprietary Industry Events, attracting a wide network of financial intermediaries (from both the retail and institutional community)

Providing a number of industry communications including Weekly Connect, webinars and offshore research tours

Get in touch

“In providing investment solutions that are best-in-class, we not only invest in our own exceptional people, but we also foster partnerships with standout fund managers and other financial experts around the globe. Combining our passion for finding the market’s best opportunities with our collaborative approach, our solutions are designed to meet the unique needs of our diversified client base.”
– Clayton Coplestone, Director

Heathcote provides a complete business development service

 to selected overseas and local Fund Managers with representation in NZ, by providing the following benefits including:

U

Focus

you can focus on the primary purpose of investment management, while outsourcing business development tasks to Heathcote Investment Partners.
9

Speed to market

to replicate the capabilities provided by Heathcote will take you quite some time and can be a distraction from accelerating business development in other key jurisdictions.
3

Reduced cost

effective business development is expensive to do in-house.

Resources

Heathcote has a proven track record of developing asset gathering businesses. Ultimately, relationships are extremely important.

Relationships

Heathcote Investment Partners provides efficient access to key individuals and decision makers.
Get in touch

Our Events

Heathcote Investment Partners each year hosts a number of their own industry events throughout NZ designed specifically for the New Zealand financial industry. The intention of these events is to bring together leading investment professionals to provide ongoing education (& CPD credits) and value adding to your business.
View Events

Let’s chat

Talk to us today about how Heathcote Investment can help keep you up to date with the latest product information and invitations to a variety of proprietary events every year.
Get in Touch