Directory · NZ
Investment Management in New Zealand
A register of firms and the professionals working at them in the Investment Management sector based in New Zealand. Browse the public index, then filter or export on Kipplo.
Companies
237 on file
The Rohatyn Group
TRG Management LP (“TRG” or the “Firm”), also known as The Rohatyn Group, was founded by Nicolas Rohatyn in 2002. After building JP Morgan’s emerging markets business, Mr. Rohatyn and the Firm’s other founding partners saw an opportunity to leverage their combination of knowledge, skills and contacts to provide specialized expertise in emerging markets (“EM”). The Firm has been built on four guiding principles: Commitment to EM: As the fastest growing economies in the world, emerging markets offer great potential for growth of capital. Shifting economic and capital market developments and idiosyncratic circumstances in each individual market offer many opportunities to pursue alpha. Global Perspective, Local Insights: We believe successful investment outcomes in emerging markets require local sources of insight and information complemented by a global perspective and network. Additionally, we find that broad country coverage of the full spectrum of emerging market countries increases the likelihood of generating unique investment ideas. Disciplined Investment Process: A well-defined investment process creates predictability and fosters transparency. Discipline in process and a focus on risk management are particularly important in emerging markets, which remain more vulnerable to downturns than developed markets. Comprehensive Infrastructure: TRG’s asset management investment services are supported by a business management platform with roughly 130 employees offering risk management, legal and compliance, operations and custody, marketing, investor relations and information technology.
51 to 200 staff
Kiwi Property
Kiwi Property is one of the largest listed property companies on the New Zealand Stock Exchange and we're all about creating exceptional places, with and for exceptional people. We’ve been around for more than 30 years and we proudly own and manage a portfolio of real estate comprising some of New Zealand’s best shopping centres and prime office buildings. Founded in 1992, we listed on the New Zealand Stock Exchange in December 1993 as Kiwi Income Property Trust, New Zealand's first listed property trust. In December 2013, we internalised our management, and in December 2014, we moved from a trust to a company structure. At the same time, we changed our name to Kiwi Property. Kiwi Property invests only in New Zealand real estate, owning a portfolio of core retail and office assets located across the country. Our objective, which has served investors well for the past two decades, has not changed: we remain committed to providing investors with a secure, reliable investment in New Zealand property, and will continue to target superior risk-adjusted returns over time through the ownership and active management of a diversified, high-quality portfolio.
51 to 200 staff
Generate Kiwisaver Scheme
Generate is an award-winning New Zealand owned KiwiSaver Scheme and wealth manager with strong long-term performance and industry recognition for its community and environmental impact investments. Generate serves more than Kiwis and in 2022, 2023, 2024, and 2025 won a Consumer NZ People’s Choice Award and the Readers Digest Trusted Brand Award for KiwiSaver. The issuer is Generate Investment Management Ltd. A copy of the Generate KiwiSaver Scheme Product Disclosure Statement and advertising disclosures are available at Past performance is not a reliable indicator of future performance.
51 to 200 staff
Aegis
Aegis is one of New Zealand's leading investment administration services, administering substantial funds on behalf of investors. Technically known as a wrap account, Aegis is an electronic administration service designed to hold, trade and report on investments. Aegis provides vital support for financial advisers to successfully develop and manage their clients' investment portfolios.
51 to 200 staff
Nz Funds
We’ve been managing New Zealanders’ wealth since 1988. We’re fund managers and financial advisers. We are NZ Funds.
51 to 200 staff
Tainui Group Holdings Limited
Tainui Group Holdings is the commercial entity of Waikato-Tainui. Our role is to protect and grow the commercial assets of our iwi to support the prosperity of our people.
11 to 50 staff
Nz Super Fund
The NZ Super Fund invests money, on behalf of the New Zealand Government, to help pay for the increased cost of universal pension entitlements in the future. By doing this the Fund adds to Crown wealth, improves the ability of future Governments to pay for universal pensions, and ultimately reduces the tax burden on future New Zealanders. As a long-term, growth-oriented investor, the Fund has more than NZ$70 billion in assets. The Fund is managed by an Autonomous Crown Entity, the Guardians of New Zealand Superannuation.
201 to 500 staff
Pie Funds
Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies. He believed most fund managers were serial underperformers, and saw an opportunity to launch a specialist boutique investment firm. Pie has created a brand that is separate and distinct from the styles of most funds managers. Our goal is to focus first and foremost on client returns, and to provide investors with outstanding client service. We offer our investors a unique approach to funds management, and believe this sets us apart from the rest. The industry has recognised Pie’s achievements via numerous awards and accolades over the years, but none we are more proud of than the wealth we have created for our clients. Nearly a decade on, and Pie’s philosophy remains the same. We are committed to smart investing, providing above-average returns and, most of all, we’re dedicated to our clients. The Pie team is non-corporate and has no room for ego. Put simply, we exist to make money for clients. Performance matters more than growing our customer base. We pride ourselves in our boutique and premium offering. It’s how we stand out. At Pie, moving at the speed and efficiency of a start-up is the expectation. We embody Pie “Kai-zen” with continuous improvement and dynamic innovation. Fewer meetings lead to greater productivity. Our team is a group of high-calibre people who treat each other like family. We give 100% to everything we do. As part of our professional development, we encourage mentorship and giving back to the community. We eat our own cooking and invest in our own products alongside clients, on the same terms.
11 to 50 staff
Oyster Property Group
Oyster Property Group are property investment experts. Oyster Group make it simple to invest in quality, sustainable commercial property assets – without the hassle of hands-on management. We manage the entire commercial property lifecycle, from purchasing assets, establishing funds and capital raising through to leasing and property management. This gives us unique insight into our assets, the commercial property sector and the economic environment. Oyster Property Group has delivered to both wholesale and retail investors for over 20 years by maximising the long-term fundamentals of commercial property investment. When we say we invest in the real world, we mean it.
51 to 200 staff
Icehouse Ventures
Our mission is to be transformative investors in transformative Kiwi companies. We have invested >$500m into >350 companies, including Halter, Crimson, Education, Sharesies, Partly, Hnry, Dawn Aerospace, Tracksuit, Mint Innovation, Tradify, OpenStar, Shuttlerock, Ethique, Basis, Fuel50, Spalk, Substack, Nuro, and PowerbyProxi.
11 to 50 staff
Pathfinder Asset Management Limited
Awarded Best Ethical KiwiSaver Provider by Mindful Money 5 years running Pathfinder are on a mission to generate individual wealth AND collective well-being. The first fund manager in New Zealand to achieve B Corp™ certification.
11 to 50 staff
Quayside Holdings Limited
Quayside Holdings is the commercial investment arm of the Bay of Plenty Regional Council. Our team builds prosperity for the Bay of Plenty region and future generations, with a focus on intergenerational returns, contributing to the Bay's economic, environmental and social growth.
11 to 50 staff
Salt Funds Management Limited
Salt Funds Management is a boutique investment firm based in Auckland, New Zealand. Salt is an active manager with an investment philosophy centred on the belief that market inefficiencies exist and can be exploited over time to deliver superior risk-adjusted returns. The consideration of environmental, social and governance (ESG) factors is integral to the research and Salt analysts consider the potential for ESG factors to influence long term returns on invested capital (positively and negatively). Salt is a signatory to the United Nations Principles for Responsible Investment.
11 to 50 staff
Saturn Advice
Originally founded in 1988 as Broadview Financial Management Limited, Saturn Advice Limited is a financial advisory business helping people make the right financial decisions for them. Our business model enables us to provide impartial advice because we are not aligned to any fund manager or broker and staff are paid salaries, not commissions. We have offices in Auckland and Christchurch serving clients throughout New Zealand. Underpinning Saturn Advice are four founding principles of impartiality, transparency, security and trust. We have hard wired these principles in to our business and believe clients stand to achieve a better outcome, thereby helping them create a richer life.
11 to 50 staff
Silverfin Capital Limited
Silverfin Capital are leading commercial property syndicators with over $525 million of property assets in our portfolio throughout New Zealand and Australia. Our schemes are structured to provide investors with a cash return from commercial and industrial real estate, without the burdens of private property ownership. We want to build a relationship with you and help grow your equity through quality commercial property investments. Get to know us, invest with us, welcome to Silverfin.
11 to 50 staff
Syndex New Zealand
Syndex makes interesting assets investible. We provide the infrastructure for enhanced private market investing with an end-to-end investment management system. Our platform simplifies share management and enables easy transacting for any proportionally-owned asset, in sectors such as horticulture, technology, commercial property and agriculture, as well as private equity and crowdfunding shares. Connecting capital-raisers with (wholesale) investors is a powerful part of what we do, combine that with a platform that delivers secure registry management services and a direct-trading secondary market and we bring credibility and accessibility to the private markets. We’re firing up the private economy, bringing alternative investments front of stage. We’re supporting our partners, so private enterprises excel and our communities thrive.$7b Assets under administration >560 schemes administered >18,700 account holders Our customers include private businesses, co-operatives, fund managers and ESOP providers. If you wish to be a Syndex partner and join a marketplace that promotes and enhances transparency, liquidity and price discovery: http://bit.ly/32qy2BQ If you’re seeking more interesting investment opportunities, assets to diversify your portfolio, and want to support private enterprises in being a force for economic, social and environmental prosperity: http://bit.ly/2ChSiLk Follow us on LinkedIn to see investment opportunities and market insights. The Syndex platform is open to communities around the globe, with physical offices in New Zealand and Australia.
11 to 50 staff
Todd
Todd is a future-focused family-owned business in New Zealand that produces, generates and supplies energy to local markets and partners with local and international investors across diverse asset categories.
501 to 1000 staff
Devon Funds Management
Devon Funds Management Limited (“Devon”) is an independent investment management business that specialises in building investment portfolios for our clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Our approach is an active one where our rigorous research and analytical skills are applied to maximum advantage. Devon’s highly qualified and experienced investment team is committed to helping investors achieve their investment results. We believe our advantage lies in our people - a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield. We’ve worked hard to assemble the right talent with the necessary skills and experience to manage our client’s portfolios.
11 to 50 staff
Investnow
InvestNow is a New Zealand-based online investment platform that provides access to KiwiSaver, Managed Funds and Term Deposit investment options. Grow and manage your investment portfolio from anywhere, with 24/7 online access - we make investing simple and easy for all Kiwis.
11 to 50 staff
New Ground Capital
New Ground is an Auckland-based investment manager specialising in the development and management of investments that generate commercial financial returns alongside social and environmental impact. Since 2014, we’ve been pioneering the development of Build-to-Rent housing investments for institutional investors in NZ, at the same time bringing about meaningful improvements for renting households by providing modern, healthy and professionally managed homes with security of tenure. Today, we’re involved in a wide range of rental housing and affordable housing projects right across New Zealand, spanning roles as investment manager, developer and development manager, as well as property manager through New Ground Living. We’ve also pioneered the development of professionally managed impact investment funds in NZ, co-founding the country’s first committed capital impact venture capital fund in 2017, establishing the innovative Homes For Tamariki fund in 2022, and being appointed to co-manage the Bay of Plenty Housing Equity Fund in 2023.
11 to 50 staff
Private Capital Group
Private Capital Group is a direct lender with deep credit expertise and a focus on New Zealand corporate private debt. Our team combines a blend of global, regional and local experience in both sub investment grade and investment grade debt. We’ve collectively worked with global and regional banks, private equity sponsors, corporates and directly with business owners on transactions over the past 30 years. With experiences gained working in London, New York, Tokyo, Hong Kong, and across Australia and New Zealand, we offer unparalleled knowledge – developed over many economic and business cycles, industries and transactions.
1 to 10 staff
Ray White Taylor Rentals
Taylor made Property Management with over 35 years of Industry Experience. Family Owned and Operated. We look after your property as if it were our own. Whilst making sure your Property and your Tenant are the right fit. We just do Rentals! Our property managers reflect Auckland’s melting pot – a bunch of different cultures, all sorts of commercial backgrounds and ages, ranging from 20 something to 60+. Some of us were born and bred in Auckland, and some of us moved here from other countries. Having both perspectives of our city helps us to be emphatic and effective property managers. As a cohesive team, we share ideas and knowledge, so that we’re continuously getting better.
11 to 50 staff
Scales Corporation Ltd
Scales has been providing essential services to the New Zealand primary sector for more than 120 years. Today it is a diversified agribusiness portfolio with divisions that are geographically spread, supplying multiple markets and customers. Scales has exposure to unique and separate components of the New Zealand primary sector. Led by Chairman Mike Petersen and Managing Director Andy Borland, Scales Corporation currently operates three divisions, Horticulture, Logistics, and Global Proteins, in adjacent primary sectors.
11 to 50 staff
Tpt Group Holdings Nz Ltd
TPT Group is a privately held investment company based in New Zealand that was founded in The group comprises a Business Group and a Family Office, and it focuses on the growth and development of a portfolio of entities in key business sectors such as electronic security, information technology, data communications, exponential technologies, security monitoring and call centre solutions, finance & leasing, and commercial-industrial property. The group provides governance, strategy, systems, and capital to allow the businesses to fulfill their market potential. The group consists of nine businesses, with several leaders in their respective fields. TPT Group has a proven track record of innovation, successfully integrating and establishing businesses and providing the right experience, structure, and resources to facilitate growth. The company values and supports its people and is committed to empowering staff to be the best of the best. It values exponential thinking, embraces change, and is always pushing boundaries to create a better future for its business, customers, and people. TPT Group believes that great teams create great businesses and has a strong social conscience, supporting the community via a number of charities and partnerships. Over the last 25 years, TPT Group has founded ten new start-up businesses as well as acquired 17 others. The group operates from 24 office locations across New Zealand, and it employs hundreds of staff across the country. The company is led by its founders, Mike and Terese Marr, who are strong believers in giving back to the community and supporting scholarships, several charities, and community initiatives.
201 to 500 staff
