Profile
Mr. David Templeton is an Authorised Financial Adviser at JBWere NZ Pty Ltd.
He has been an Investment Advisor with JBWere since 1986 when he joined its founding firm to establish the Christchurch office.
In 1995, he moved to Wellington.
In addition to managing the Wellington office, he specialises in the area of Private Wealth Management where he advises a wide range of long standing private individuals & family groups, family and charitable trusts, as well as smaller institutional clients.
Between 1991-1994, he was the Investment Manager at Perpetual Trust.
Mr. Templeton Foundation is a Member of the NZX and a NZX Advisor.
Former positions of David Templeton
| Companies | Position | End |
|---|---|---|
JBWere NZ Pty Ltd.
 JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ Pty Ltd. is the New Zealand-based wealth management subsidiary of JBWere Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Auckland, the firm was founded by Jonathan Binns Were in 1840 to offer tailor-made investment advisory solutions for high-net-worth individuals, families, foundations and institutional investors. | Portfolio Manager-Equities | 2020-11-30 |
JBWere NZ Pty Ltd.
JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ Pty Ltd. is the New Zealand-based wealth management subsidiary of JBWere Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Auckland, the firm was founded by Jonathan Binns Were in 1840 to offer tailor-made investment advisory solutions for high-net-worth individuals, families, foundations and institutional investors. | Portfolio Manager-Equities | 1990-12-31 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
JBWere NZ Pty Ltd.
JBWere NZ Pty Ltd. Investment ManagersFinance JBWere NZ Pty Ltd. is the New Zealand-based wealth management subsidiary of JBWere Ltd., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS) in the US. Headquartered in Auckland, the firm was founded by Jonathan Binns Were in 1840 to offer tailor-made investment advisory solutions for high-net-worth individuals, families, foundations and institutional investors. | Finance |
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