Expanding Geographic Reach Craigs Investment Partners has recently expanded its presence by opening a new branch in Wānaka, New Zealand, indicating a strategic focus on increasing local market penetration and personalized wealth management services in regional communities.

Strategic Partnerships The firm has formed notable alliances, including a collaboration with J.P. Morgan Asset Management and community foundations like the Acorn Foundation, which can open doors to co-branded initiatives and broader client engagement opportunities.

Acquisitions and Growth Craigs Investment Partners recently acquired Somerset Smith Partners' investment advisory business, demonstrating its active growth strategy and potential for upselling additional services to an expanded client base.

Market Diversification With a strong emphasis on personalized investment advice, corporate finance, and philanthropy services, the company presents multiple cross-selling opportunities across wealth management, corporate finance, and charitable funding sectors.

Digital Engagement The company leverages a diverse tech stack including Microsoft Dynamics and Google Analytics, suggesting opportunities for developing targeted digital marketing campaigns and enhancing data-driven client outreach to increase new business acquisition.