Carina Capital

About Carina

Independent Professional Investment Experience

Background to Carina

Carina Investment Advice Limited is a New Zealand based business is led by Paul Richardson. Paul has over 28 years experience in the financial sector in NZ and Australia , as a Chief Investment Officer, Executive Director, Head of Research and Funds Manager. Paul also worked prior to this in the resources sector in Asia.

Carina’s mission is to provide highly differentiated, totally independent, leading edge investment management services to key clients. Carina is wholly partner owned and has no conflicts of interest. We believe that market is being poorly served by existing offers, being plain vanilla, overpriced, unsophisticated, non real-world and unsuited to true individual and family needs and goals.

Carina’s key areas of focus are provision of Goals Based wealth management services for clients. This includes a highly customisable Strategic Asset Allocation model, a focus on sustainable investing , on best governance and in-depth attention to the little-researched Real Assets and Emerging Markets sectors.

 

Get in touch

We at Carina know that finding an investment professional to support you is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.

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Principals

 
 
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MANAGING DIRECTOR

Paul Richardson

For the last 5 years until September 2018 Paul was Executive Director and Chief Investment Officer (CIO) of Mint Asset Management - a boutique share, property and diversified fund manager. He was responsible for the investment team and led the SRI investment programme. He helped Mint achieve over $1 billion funds under management in that time. Paul is a shareholder and Director of AgInvest, parent of MyFarm - a direct agricultural investment firm with over $450m of managed assets - and has had 12 year relationship with MyFarm as well as investing in their syndicates. Prior to this from 2003 to 2012 he was Fund Manager and CIO at BT Funds Management (Westpac) in NZ, which grew to over $3.5 billion funds under management. In this time he helped build the Westpac KiwiSaver diversified retail funds. Paul was Executive Director, Head of Research and Senior Equities analyst at UBS (originally Buttle Wilson, then SBC Warburg) in NZ and Australia from 1991 to 2003 covering the resources, telecommunications, energy, utilities and waste sectors. Paul has been a NZ #1 ranked analyst for energy and telcos sectors. Prior to this he worked in Asia as a minerals exploration geologist for KRTA, Rio and Austpac.

 

Education

UNIVERSITY OF AUCKLAND
B.SC. Geology, 1983

Activities & Affiliations

• Director, Chartered Financial Analysts (CFA) Society of New Zealand
• Director, AgInvest Holdings Ltd.
• Chair, NZ Corporate Governance Forum (2017-2018)
• Member, NZ Institute of Directors and Institute of Finance Professionals New Zealand (INFINZ)
• Member, Responsible Investment Association of Australasia (RIAA).
• Director, Advisory Board of MindfulMoney.

Qualifications

• Chartered Financial Analyst (CFA)
• Authorised Financial Adviser (AFA)
• Chartered Finance Professional of NZ (INFINZ)
• Completed the University of Cambridge Institute of Sustainability Leadership course for Non Executive Directors 2019