Matrix Norwest’s Asset Management service integrates seamlessly with our other divisions, for a holistic offering that takes clients through every phase of their personal financial journey. Our holistic approach gives Matrix Norwest clients the opportunity to make a financial plan, manage their investments, and handle the tax consequences of their investment decisions – all under the one roof.
The trusted experts that make up Matrix Norwest’s Asset Management Investment Committee deliver tailor-made portfolios for your individual expectations around income and growth, as well as the risk profile that will best achieve your goals. The Investment Committee is a panel of experienced professionals, including Matthew Stevenson (Director and Head of Advice) and Rob Pedersen (Chair and Founder), as well as carefully appointed asset consultants.