Delighted to announce Ascentro Capital Partners support for the launch of Sage Wealth Management

By: Ascentro Capital Partners
 
AUCKLAND, New Zealand - April 28, 2023 - PRLog -- Amplifi, a financial services conglomerate based in New Zealand, has recently launched a new advice business, Sage Wealth Management. This wholly owned subsidiary will offer a differentiated service, independent financial advice, and contribute to the multi-pronged plan to create a diversified financial services group.

Amplifi established the Sage brand last year and hired Aga Krzeczkowska, who has 17 years of experience in the financial services industry, as senior wealth adviser. Krzeczkowska will manage portfolios for private clients, charities, and trusts while contributing to the investment committee and broader strategy of the new advice business.

The company has also appointed Makao Investments as an independent asset consultant. The Sage board includes Mint executives and Ascentro Partners leaders, New Zealand Private Equity. Despite the ownership links to Mint, Sage has no obligation to recommend products issued by Mint Asset Management Limited or other entities within the Amplifi Group, and the company does not receive any commissions, fees, or other incentives for recommending products issued by these entities.

Krzeczkowska, who has a minority share in Amplifi, said in the statement that Sage is "independent and client-centric, putting clients' outcomes first is our main priority." She also highlighted that Sage has a transparent fee-based service structure and wealth model, and a strong investment process.

The Amplifi business, headed by former senior ANZ executive, Fred Ohlsson, set up as a joint venture between Mint and Auckland private equity firm, Ascentro Capital Partners late in 2021. Last year, Amplifi took a 60 per cent stake in Nelson-based advice practice, Totara Wealth Management.

https://www.ascentro.co.nz
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Source:Ascentro Capital Partners
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Tags:Private Equity
Industry:Investment
Location:Auckland - Auckland - New Zealand
Subject:Products
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