We work closely with wholesale investors to create personalised investment policies and strategies. Our approach spans both listed and private market assets, tailored to meet your unique financial needs and goals.
We collaborate with advice firms, investment committees, boards, foundations, and family trusts to elevate fiduciary standards across New Zealand, fostering greater awareness and capability.
We are completely impartial with no ties to fund managers and our scale means we secure discounts that we pass on to our clients.
Our deeply experienced team brings decades of expertise across investment governance, strategic asset allocation, portfolio construction, fund research, manager selection, and alternative investments. We work alongside charities, foundations, iwi, family offices, financial advisers, and institutional investors to build investment strategies that are thoughtful, disciplined, and aligned with long-term objectives.
Drawing on international best practice and extensive real-world experience, we provide independent, evidence-based advice tailored to each client's unique circumstances. We understand the challenges of balancing risk, return, governance, and stakeholder expectations because we've sat on investment committees, managed portfolios, and advised organisations through changing market conditions. Our focus is on creating robust investment frameworks that give clients confidence to make better decisions today while positioning their capital for sustainable long-term success.
We specialise in helping asset owners and advisers design investment strategies that align with their values and goals. We contribute towards our client's prosperity, peace of mind, and long-term investment success.
We provide ongoing portfolio implementation and reporting services that focus on benchmarking and progress against client objectives. As part of this, we can work with your internal teams and committees, providing the insights you need to make informed decisions. In many cases, we become a trusted extension of our client's investment teams.
Our globally recognised investment governance training equips governing committees and management with the skills needed to manage an investment portfolio responsibly.
We offer a variety of training courses designed to strengthen investment governance and decision-making.
We review and assess organisational investment processes, ensuring they meet global governance standards. Our detailed reviews help identify areas for improvement, streamline decision-making, reduce costs and complexity, and ultimately deliver stronger investment outcomes.
We partner with charities, foundations, Māori and iwi organisations, financial advisers, family trusts, and investment firms, delivering independent investment governance and strategic advice tailored to long-term financial success.
We support charities and foundations with independent investment advice, governance frameworks, and long-term portfolio strategies designed to protect and grow capital. Our experienced team helps trustees make informed decisions, balance risk and return, and ensure their investments remain aligned with their organisation’s purpose, values, and future objectives.
We work collaboratively with financial advisers to develop approved managed funds and KiwiSaver product lists and model portfolios that best align with their investment beliefs and approach to working with end-clients. We also help advisers meet their FAP obligations. Our specialist investment expertise, independent research, and strategic guidance helps advisers deliver greater confidence, clarity, and value for their clients. Research and other support materials for advisers is available through mapua-research.com
We offer fee-only customised portfolio design and management services for high net-worth investors and family trusts. The portfolios we design considers an investor's legal structuring, tax status, wider balance sheet, inter-generational goals, and AIP requirements if relevant. Our funds research covers NZ and offshore funds across public markets, private equity, venture capital and various alternative asset classes. From this we are able to offer a "best in breed" approach to building portfolios that best meet our client's specific goals and objectives.
