Strategic Acquisitions Craigs Investment Partners has recently expanded its service offerings through the acquisition of Somerset Smith Partners, indicating a growth strategy that values consolidation and enhancement of advisory capabilities, presenting opportunities to offer integrated solutions or complementary services.

Community Engagement With recent initiatives like opening a new branch in Wānaka and partnering with local foundations such as the Acorn Foundation, Craigs actively invests in local community relationships, opening avenues for local-focused financial products, sponsorships, or community-driven financial education programs.

Technology Adoption Utilizing advanced tools such as Microsoft Dynamics, Sitecore, and Google Analytics, Craigs demonstrates a commitment to leveraging technology for client engagement and operational efficiency, providing opportunities to introduce innovative fintech solutions or data analytics platforms.

Market Positioning Positioned as a leading regional wealth advisory firm with a broad footprint across New Zealand and a strategic partnership with J.P. Morgan, Craigs offers a platform for premium investment products and international partnership solutions, suitable for high-net-worth clients and institutional investors.

Leadership & Talent Recent appointments of notable figures including sports stars and industry specialists suggest a focus on hiring high-profile talent to enhance brand visibility and client trust, signalling opportunities for premium coaching, event sponsorships, or branding collaborations targeting affluent demographics.