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November 17th, 2018

New Zealand’s largest investment advisory firm, Craigs Investment Partners (CIP) has been offering tailored investment solutions to private, corporate and institutional clients for over three decades. As CIP’s primary trading and custody software provider, Chelmer has been a proud partner for almost 20 years – working together to deliver custom solutions that meet the growing needs of CIP’s customers.

Chelmer Chief Innovation Officer, Andy Robertson says a mutual focus on innovation and delivering exceptional value for clients is what brought them together, and remains a strong driver of their successful collaboration.

"Partnering with CIP was a natural fit. They’re committed to delivering high-quality service, tailored to their customers’ unique needs, and want to make wealth management easy and accessible to all. We both promote independent advice – engaging with customers using digital channels, and recognise the value in partnership, where communication, contribution of expertise, and domain knowledge deliver superior outcomes."

The flexibility of Chelmer’s offering has also been critical to success, with the ability to tailor the functionality, presentation and operation of the Chelmer Software Suite to suit CIP’s changing business model.

CIP’s Chief Financial Officer, Ken Phillip says, "We have been long-standing clients of Chelmer, working together since 1999. We chose Chelmer at that time because they had the best product on the market for what we needed. Since then, we’ve worked collaboratively on a number of products and services that required system changes, or new systems to be developed over time. As our business has changed and grown, Chelmer have continued to develop and enhance the systems they provide."

On the future of the partnership, Andy Robertson says it’s important to Chelmer that CIP’s business continues to thrive.

"We truly value our partnership with CIP, and going forward, we’re committed to supporting them with market-leading solutions so they can focus on doing what they do best – providing expert advice and helping their customers build wealth."

Craigs IP is one of New Zealand's leading investment advisory firms. They manage more than $14.5b worth of personal wealth funds and advise on some of New Zealand’s largest corporate transactions. For more information visit www.craigsip.com.

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