New Zealand owned and operated
$6.0 billion under management
100% New Zealand owned and operated
15 years investing money for kiwis
*The above figures include funds for the Kiwi Wealth KiwiSaver Scheme, Kiwi Wealth Super Scheme and Kiwi Wealth Private Portfolio Service.
Our culture is based on true guardianship built on putting clients first and transparency. We take Responsible Investment seriously applying RI principles across all our funds.
Because as Kiwis, we know that doing the right thing, is the smart thing too.
We work with private investors with investable assets over $NZ3m providing multi-layered investment strategies to help build robust, diversified portfolios with an investment approach centered around your goals only, with support from a senior personal adviser.
To protect and grow the future funds that you rely on, we offer a trusted pair of hands, with investment decisions made in NZ, and shaped by a thorough, proactive responsible investment approach. Our senior, local advisers have a broad mandate to assist beyond investment management to investment policies and presentations.
Our values and approach are based around guardianship -shaping an investment approach that clearly highlights risks, not just rewards, with influence free investment decisions made in NZ, without hidden preferences. And, an open, client focused relationship that has delivered long-term results.
We offer wholesale investors innovative, but prudent portfolio management - and a genuine, ‘can do’ Kiwi culture. Our senior, 100% local team means decisions are made here and our NZ ownership including NZ Super Fund and ACC gives us strength and depth here. All with transparency, and, highly diversified global investment portfolios.