Private Asset Management Ltd
  • Home
  • About Us
    • Performance
    • Meet The Team
    • Admin Team
  • Our Services
    • What Does it Cost
    • Research
    • Disclosure Documents
  • Contact Us
Hero Background

We are fee-based advisors and don't take commissions

Managing client investment portfolios with a long term focus on performance and fees
About UsOur Services
Brent Sheather, Graeme Tee & Angela Maunsell-Terry

Financial Advice Providers

Brent Sheather
Brent@cpam.co.nz

About Private Asset Management Ltd

Private Asset Management provides Administration Services to a team of three Financial Advice Providers (FAPs) who advise on $1.6 billion for retail investors around New Zealand. Whilst we are based in Whakatane most of our clients are based in Auckland. Our FAPs regularly travel to meet with new & existing clients as required.
We are an independent advisory business dedicated to optimising client outcomes whilst minimising fees and risk.
We are fee based advisors and do not take commissions, we don't own our own fund management arm, and have no corporate department so our recommendations are free of any bias.
Please contact any of our Financial Advice Providers to see how our services could benefit you.
Read More

Our Services

What We Do
Most of our clients are after a mix of income and growth from their investment portfolio.
How We Help Clients
Brief overview of our investment advice and portfolio management approach.
Raising The Standard
As some New Zealanders know to their cost the standard of investment advice in NZ can vary from good to very poor.
View Our Services

Client Portal

PAM's NZXWT Full Custodial Clients have access to their portfolios 24/7 via our Client Portal.
Click here for more details

Articles of Interest

Brent's Articles
The reports below were published recently in the National Business Review.
Disclosure Documents
These documents are the minimum legal requirements for the initial Public Disclosure.

Consult our Experts

Create a clear, persuasive summary that highlights the benefit of your page. Keep it brief enough to ensure maximum visibility and engagement in search results.
Contact Us
Contact
(07) 307 0430 / 0800 802345
info@cpam.co.nz
Address
Level 1, 2 Commerce Street, P O Box 244, Whakatāne 3120
Business Hours
Monday - Friday: 08:30 am - 05:00 pm
Copyright 2026 Private Asset Management Ltd. All Rights Reserved. Designed by Crazy Domains

We use cookies to enable essential functionality on our website, and analyze website traffic. By clicking Accept you consent to our use of cookies. Read about how we use cookies.

Your Cookie Settings

We use cookies to enable essential functionality on our website, and analyze website traffic. Read about how we use cookies.

Cookie Categories
Essential

These cookies are strictly necessary to provide you with services available through our websites. You cannot refuse these cookies without impacting how our websites function. You can block or delete them by changing your browser settings, as described under the heading "Managing cookies" in the Privacy and Cookies Policy.

Analytics

These cookies collect information that is used in aggregate form to help us understand how our websites are being used or how effective our marketing campaigns are.