Draft:Forsyth Barr
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Forsyth Barr is a New Zealand financial services company and an accredited NZX Market Participant.[1][2] It operates 25 offices nationwide and, as at December 2023, advises on more than NZ$30 billion in client assets.[1][3]
| Forsyth Barr | |
| Company type | Private |
| Industry | Financial services |
| Founded | 1936 |
| Founder | Robert (Peter) Forsyth Barr |
| Headquarters | Dunedin , New Zealand |
Number of locations | 25 (2025) |
Area served | New Zealand |
Key people | |
| Products | Investment Research Sharebroking |
| Services | The firm provides investment advice, portfolio management, research and capital-markets services.[1] |
| Subsidiaries | Forsyth Barr Limited Forsyth Barr Investment Management Ltd |
| Website |
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Submission declined on 27 December 2025 by NeoGaze (talk).
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This draft has been resubmitted and is currently awaiting re-review. |  |
| Submission declined on 12 December 2025 by Cabrils (talk). This draft's references do not show that the subject meets Wikipedia's criteria for inclusion for organizations and companies. The draft requires multiple published secondary sources that:
Declined by Cabrils 3 months ago.
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Comment: History section features copypasted text from a source with copyright. The information should be with your own words. NeoGaze (talk) 20:59, 27 December 2025 (UTC)
- Comment: Well done on creating the draft, and it may potentially meet the relevant requirements (including WP:GNG, WP:NCORP) but presently it is not clear that it does. As you may know, Wikipedia's basic requirement for entry is that the subject is notable. Essentially subjects are presumed notable if they have received significant coverage in multiple published secondary sources that are reliable, intellectually independent of each other, and independent of the subject. To properly create such a draft page, please see the articles ‘Your First Article’, ‘Referencing for Beginners’ and ‘Easier Referencing for Beginners’. In short, "notability" requires reliable sources about the subject, rather than by the subject.Additionally, the draft tends to read too much like a promotional advertorial (see WP:PROMO), which Wikipedia is not. The draft does not appear to show that the subject has any notability beyond the average coverage in trade publications for similar corporations (see WP:ROTM). Also, if you have any connection to the subject, including being the subject, you must declare that on your Talk page (to see instructions on how to do this please click the link). In instances of a conflict of interest, the review of the page needs to be handled with care, mindful of the higher bar set by pages produced in circumstances of such a conflict. Such pages typically may read too much like a promotional CV or advertorial (see WP:PROMO), which Wikipedia is not; and/or contain prose that is not of a standard appropriate for an encyclopaedia (also see WP:PEACOCK and WP:NPV). Please familiarise yourself with these pages before amending the draft. If you feel you can meet these requirements, then please make the necessary amendments before resubmitting the page.Note that since the draft was previously declined, you made practically no amendments before resubmitting again. To avoid further disappointment, please do NOT resubmit the draft until substantive issues raised here have been addressed.It would help our volunteer reviewers by identifying, on the draft's talk page, the WP:THREE best sources that establish notability of the subject. It would also be helpful if you could please identify with specificity, exactly which criteria you believe the page meets (eg "I think the page now meets WP:NCORP criteria #3, because XXXXX"). Once you have implemented these suggestions, you may also wish to leave a note for me on my talk page, including the name of the draft page, and I would be happy to reassess. Cabrils (talk) 06:27, 12 December 2025 (UTC)
History
Forsyth Barr was established in Dunedin in 1936 and diversified its services over time, with sources noting the introduction of fixed-interest monitoring in the 1970s and the later addition of cash-management, nominee and portfolio-management services; the 1990s also saw the launch of a retirement fund.[7]
The company expanded geographically across New Zealand during these decades and in a subsequent growth phase around 2009–2010.[8][9]
It now operates 25 offices providing investment advisory and portfolio management services covering over $30 billion of clients’ investments.[10][11]
Early history: From foundation to 2010
1936 – Forsyth Barr established in Dunedin by Robert (Peter) Forsyth Barr[12]
1948 – Murray Sidey and Keith Skinner join as partners[13]
1961 – Val Braumann (Forsyth Barr’s longest-serving employee) starts as a book-keeper[14]
1972 – Sir Eion Edgar KNZM and Michael Devereaux join as partners[15][16]. Eion was Chairman of Forsyth Barr for 20 years until 2018[17]
1980 – Michael Sidey joins Forsyth Barr
1985 – Forsyth Barr Limited partnership established
1987 – Christchurch office opened with Michael Sidey as Manager[18]
1998 – Neil Paviour-Smith joins Forsyth Barr, becoming the Managing Director in 2001[19]
2000 – Frater Williams (and it’s Hamilton and Tauranga offices) merges with Forsyth Barr[20]
2001 – Leveraged Equities purchased by Forsyth Barr[21]
2009 – Sponsorship of Forsyth Barr Stadium commences[22]
- Munro Hubbard acquired and becomes Forsyth Barr’s Timaru office[23]
Recent history: 2010 – 2025
2010 – Esam Cushing acquired, and becomes Forsyth Barr’s Hastings office[24]
2011 – Forsyth Barr Stadium opens[25]
2014 – Forsyth Barr Asia opened[26]
2016 – Summer KiwiSaver scheme launched[27]
2018 – David Kirk MBE, appointed Chair of Forsyth Barr Board[28]
2020 – Forsyth Barr and Westpac NZ form strategic wealth management partnership[29]
2021 – Octagon Asset Management launched[30]
2022 – Forsyth Barr and Barrenjoey form Strategic Alliance[31]
2023 – Hobson Wealth acquired by Forsyth Barr[32]
- Tempo, New Zealand’s first guided investment app launched[33]
Offices
As at December 2023, Forsyth Barr operated 25 offices across New Zealand.[34][35]
The network expanded in 2009–2010, with new offices in Whangārei and Auckland’s North Shore,[36] followed by Queenstown in April 2010; during that period the firm also added branches in Cambridge, Ashburton, Timaru and New Plymouth.[37]
More recently, Forsyth Barr opened a Central Otago office in Wānaka in February 2020 following the acquisition of Aspiring Wealth Management,[38] established a Masterton office in 2021,[39] and opened in Marlborough (Blenheim) in 2023.[40]
Forsyth Barr Stadium
Memberships
Forsyth Barr is a Foundation Firm and accredited Market Participant of the New Zealand Exchange Limited (NZX).[43]
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