Regional expansion Craigs Investment Partners is rapidly expanding its regional footprint through recent acquisitions in Hamilton Hindin Greene & Co. and Higgs Wealth Management, signaling an opportunity to position tailored wealth solutions to a broader New Zealand client base and cross-sell advisory services.

Growth in capabilities The firm combines personalised investment portfolios with an Investment Banking division offering corporate finance capabilities, creating a potential cross-sell path to mid-market and SME clients seeking wealth management alongside capital markets and advisory services.

Leadership recruitment New hires in senior leadership and People & Culture, including a Chief People Officer, indicate an emphasis on talent as a strategic differentiator—prospects include offering executive coaching, leadership development programs, and institutional-grade retention solutions to attract top advisory staff.

Sustainability and events Active engagement in wealth education and networking through events like the Craigs Women's Wealth breakfasts and high-profile guest participation suggests opportunities to partner on client education programs, premium event sponsorships, and targeted high-net-worth outreach.

Private market emphasis Executive appointments and the involvement of personnel with private market investment experience, including leadership from major funds, point to potential demand for outsourced private market access, direct co-investment opportunities, and enhanced portfolio diversification services.