About Us

Select Wealth Management is an investment services provider that makes sophisticated investing easy by bundling a carefully selected range of investments together for you.

We work with a large network of licenced financial advice providers to develop personalised and comprehensive investments solutions for their clients.

Select Wealth Management’s ‘wrap’ service bundles a range of investments together based on the advice of investment consultant Shaw and Partners Financial Services Limited. Consolidated reporting makes it easier to monitor your investments and most of the administration is done for you.

Select Wealth Management is 100% owned by Investment Services Group Limited (ISG), a leading New Zealand investment and wealth management group.

ISG brings together several respected financial services businesses — including Select Wealth, Shaw and Partners New Zealand, Clarity Funds, Devon Funds, and TAHITO — creating a strong, diversified foundation that supports Select Wealth’s clients with deep expertise and robust governance.

In 2025, ISG entered an exciting new chapter when Shaw and Partners, a leading Australian wealth management firm and a subsidiary of Swiss private bank EFG International, agreed to acquire a 75% stake in ISG.