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Strategic Asset Management Limited (SAM) is an independent private banking firm that provides a wide range of wealth management solutions for private and institutional investors, fiduciaries and professional service firms. SAM is a wholly-owned subsidiary of Plan B Wealth Management.

The cornerstones of SAM’s investment philosophy lie in its close relationships with the world’s most respected academics in the field of financial economics and investment, and its ability to effectively utilize their findings to improve service to its investors.

In tangible terms, this means SAM clients can have confidence in the firm’s delivery of market returns on a risk-adjusted basis and its consistency in achieving these returns over time.

SAM has now grown to a medium sized private banking firm with an excellent range of professional, administrative and specialist support services, serving a network of offices throughout New Zealand.

SAM also complies with and champions fi360, an international network of fiduciaries who adhere to the highest process standards in their clients' interest.

SAM has an impressive financial services team with its collective investment expertise spanning several decades. SAM's investment fiduciary team services Northland, Auckland, the Waikato, Rotorua, the Bay of Plenty and Wellington.

Alex Fowler - Chief Executive Officer, Alex was the founding director of IPD Securities. He was formerly a director of the International Association of Financial Planners and has over 20 years experience in wealth management and client advisory services.

Keith Dean - Technical Manager, Keith was formerly with NZ Treasury. He has 20 years experience in the financial services industry and has been a manager with Strategic Asset Management for ten years.

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