We work closely with wholesale investment organisations to create personalised investment policies and strategies, our approach spans both listed and private sector 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.
We specialise in helping asset owners and advisers design investment strategies that align with their values and objectives. Our goal is to create prosperity, peace of mind, and lasting financial security for generations to come.
• Beyond financial return. We take a holistic approach, considering all your financial and non- financial aspirations.
• Tailored portfolios. From setting goals to asset allocation, we craft a comprehensive investment framework tailored to you.
• Matching your risk tolerance. Our expertise simplifies complex decisions, striking the right balance between risk and return. Our asset allocations aim to be robust to a wide range of economic outcomes.
• Sustainable distributions. We advise on a distribution policy that is stable, sustainable and fair across the generations.
• Clear policies (SIPOs). We summarise your investment strategy in a clear user-friendly document.
• Sustainable investing. Responsible, sustainable investing is a cornerstone of our approach. We seek products that incorporate environmental, social, governance, and cultural (ESGC) considerations.
We offer portfolio design through to full-service solutions, handling implementation, monitoring, and reporting on your investments.
We can also work with your internal financial team and investment committee, providing the insights they need to make informed decisions. In many cases, we become a trusted extension of your financial team.
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 look to expand our investors independence, confidence,
capabilities and mana through how we engage with them
Charities and Foundations
Iwi and Māori Entities
Financial Advisors
The Investment Industry
Our deeply experienced team are experts in investment governance, asset allocation, portfolio design, fund research and alternative investments.
We bring international best practice and years of practical experience and we understand our clients’ needs because we’ve been there.
