James Wauchop Lock
Portfolio Manager-Equities at Craigs Investment Partners Ltd. (Investment Management)
Profile
Mr. James W.
Lock is an Investment Adviser at Craigs Investment Partners Ltd.
He moved into an advisory role working with Craig’s in 1991.
He has over 28 years experience.
He values the team approach to the management of client portfolios and believes it is critical to providing a complete tailored solution for his clients.
He specializes in the area of private wealth management, advising private clients, estates, charitable funds and private trusts in asset allocation, fixed income investments and equity strategy.
He entered the industry in 1986 as a Trading Floor Operator on the Auckland Stock Exchange.
Mr. Lock is an AFA and an NZX Adviser.
James Wauchop Lock active positions
| Companies | Position | Start |
|---|---|---|
Craigs Investment Partners Ltd. (Investment Management)
 Craigs Investment Partners Ltd. (Investment Management) Investment ManagersFinance Craigs Investment Partners Ltd. (Investment Management) (Craigs-IM) is the investment management division of Craigs Investment Partners Ltd., a brokerage firm headquartered in Tauranga, New Zealand. Founded in 1984, Craigs-IM offers tailored investment solutions to private, corporate and institutional clients. | Portfolio Manager-Equities | 1990-12-31 |
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Linked companies
| Private companies | 1 |
|---|---|
Craigs Investment Partners Ltd. (Investment Management)
Craigs Investment Partners Ltd. (Investment Management) Investment ManagersFinance Craigs Investment Partners Ltd. (Investment Management) (Craigs-IM) is the investment management division of Craigs Investment Partners Ltd., a brokerage firm headquartered in Tauranga, New Zealand. Founded in 1984, Craigs-IM offers tailored investment solutions to private, corporate and institutional clients. | Finance |
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