Synergy Investments

Finance · New Zealand · 11-50 Employees

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Overview

Headquarters

L 4 Victoria Street 83, Christchurch, Ca...

Phone Number

+64 44998430

Revenue

$8.4 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
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ZI Rank
1
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1
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1

About Synergy Investments

Consilium develops and provides a full suite of diversified investment strategies to help advisers build comprehensive investment solutions to meet the needs of their clients. Complementing the existing range of Consilium model portfolios, MyFiduciary portfolios include funds which have a more 'active' mandate. Both Consilium and MyFiduciary are holders of the Centre for Fiduciary Excellence (CEFEX) certification for global best practice standards in investment management. Consilium provides advisers and institutions access to a bespoke custodial wrap service, an evidence based investment solution, a CEFEX accredited advice process, and a discretionary investment management service (DIMS), the Synergy Investment Programme. As a champion of professional financial advice, and those who deliver it, Consilium works with more than 100 advisory firms across New Zealand, with assets under administration in excess of $5.5 billion. For more information on Consilium services, visit us at www.conRead more
Synergy Investments's Social MediaPopular SearchesSynergy InvestmentsSynergy NZSynergy Investment ProgrammeSynergy Investments NZSynergy Investments NewSIC Code 62,628NAICS Code 52,523Show more

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Company Profile Activity

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Activity Insights

Synergy Investments is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Synergy Investments is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Synergy Investments.

Synergy Investments Tech Stack

A closer look at the technologies used by Synergy Investments

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Frequently Asked Questions Regarding Synergy Investments

What is Synergy Investments's official website?
Synergy Investments's official website is www.synergyinvestments.co.nz
What is Synergy Investments's Revenue?
Synergy Investments's revenue is $8.4 Million
What is Synergy Investments's SIC code?
Synergy Investments's SIC: 62,628
What is Synergy Investments's NAICS code?
Synergy Investments's NAICS: 52,523
How many employees does Synergy Investments have?
Synergy Investments has 11-50 employees
What industry does Synergy Investments belong to?
Synergy Investments is in the industry of: Finance, Securities Trading
What technology does Synergy Investments use?
Some of the popular technologies that Synergy Investments uses are: YouTube, Microsoft 365, Vimeo, Google Tag Manager
How do I contact Synergy Investments?
Synergy Investments contact info: Phone number: +64 44998430 Website: www.synergyinvestments.co.nz
What does Synergy Investments do?

Consilium develops and provides a full suite of diversified investment strategies to help advisers build comprehensive investment solutions to meet the needs of their clients. Complementing the existing range of Consilium model portfolios, MyFiduciary portfolios include funds which have a more 'active' mandate. Both Consilium and MyFiduciary are ho... lders of the Centre for Fiduciary Excellence (CEFEX) certification for global best practice standards in investment management. Consilium provides advisers and institutions access to a bespoke custodial wrap service, an evidence based investment solution, a CEFEX accredited advice process, and a discretionary investment management service (DIMS), the Synergy Investment Programme. As a champion of professional financial advice, and those who deliver it, Consilium works with more than 100 advisory firms across New Zealand, with assets under administration in excess of $5.5 billion. For more information on Consilium services, visit us at www.consilium.co.nzRead More

What are Synergy Investments social media links?
Synergy Investments Linkedin page
Is Synergy Investments a public company?
Synergy Investments is private company therefore does not currently have an official ticker symbol
See more information about Synergy Investments

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