Investment Management in New Zealand

University Of Auckland Investment Club

The University of Auckland Investment Club is a student run investment society founded in 2009. It is now one of the largest clubs at the university with over 400 members and the largest investment related club in New Zealand. Students at all levels of understanding are invited to build their investment knowledge through student led tutorials, guest speaking events, and competitions, in a supportive environment. Our aim is to improve the practical financial education of our members, while developing networks with other like-minded students and those within the finance industry.

11 to 50 staff

Reddy Group

Reddy Group’s legacy of integrity and purpose shapes our vision of building a thriving global presence. From humble beginnings as a small family construction company in Suva, Fiji — Reddy Group has grown into a substantial and globally diversified portfolio of investments. Our approach centres on fostering innovation and sustainable growth through a strong portfolio focusing on sectors that align with our core values. Our investments currently span tourism, construction, education and hospitality. Strategic decision-making has been led by our foundational principles of curiosity, humility, ambition, integrity and compassion, have steered our growth for over 75 years. In 1965 Reddy Group formed Tanoa Hotel Group which has been active across the South Pacific for over 60 years. With 8 Tanoa Hotels operating across Fiji, Samoa and Tonga, Tanoa Hotels are a leading choice for locals, businesses and sports teams. With a strong commitment to social responsibility and philanthropy, we support some of the most vulnerable communities across the South Pacific through the Reddy Foundation. Established in 2015, the Reddy Foundation supports people, projects and organisations that bring about meaningful social and environmental change. Our key focus areas include education, health, poverty relief and ecological initiatives. People remain the heart of Reddy Group’s success and our driving force across our interwoven businesses.

501 to 1000 staff

The Property Store

One stop shop for property investors, buyers and sellers, specializing in Creative Property Solutions- 0800webuyhouses - Future Homeowners - Lake Taupo Property Management Based in Taupo, cover the Bay of Plenty area. Investors working for Investors.

1 to 10 staff

Tumu

It was 1975 when bushman and farmer Hugh O’Sullivan began milling and selling timber from his farm, before then setting up a lumber yard in Dannevirke. At age 17, son John joined the business and today, Tumu is one of the largest privately owned businesses in Hawke’s Bay, employing over 600 staff. Over nearly 50 years, Tumu Group has strategically expanded and diversified our business, not only in Hawke’s Bay and the wider East Coast regions, but across New Zealand. These business interests included building supplies, sawmilling, timber manufacturing, financing, property development, retirement villages and import and distribution. Everything about the Tumu business reflects strong family-focused values and through sponsorships and our connection with the Evergreen Foundation, the Tumu has been able to give back, supporting local arts, sports and events, and communities via education and poverty relief initiatives, including support for those severely affected by Cyclone Gabrielle.

501 to 1000 staff

Hamilton Hindin Greene

HHG is one of New Zealand's most respected financial service companies and is based in Christchurch. Hamilton Hindin Greene has a proud history. We trace our roots back over 125 years. An amalgamation of five sharebroking practices - working with retail, corporate and institutional clients to increase wealth and achieve their financial goals.

11 to 50 staff

Soul Capital

We don’t segment impact. We integrate it, everywhere. With a multi-asset approach to impact, Soul Capital is pioneering impact investment across venture capital, debt, and real assets. We fund high-integrity solutions to systemic challenges - climate, equity, regeneration - through a diversified strategy designed to unlock outsized, enduring impact.

1 to 10 staff

Te Ahumairangi Investment Management

We want to do the right thing for our investors. This includes keeping fees low and adhering to a rigorous investment approach. Together, this combination should achieve better than market returns for investors over the long-term. We also pay a lot of attention to limiting downside risk and believe that the portfolios we manage should hold up better than the market during downturns. Your investing dollars can now access the world in an intelligent manner at fair fees.

1 to 10 staff

Kiwi Wealth, Now Part Of Fisher Funds

Kiwi Wealth is now part of Fisher Funds. Stay up to date on what's changing here https://fisherfunds.co.nz/kiwi-wealth

51 to 200 staff

Topdown Charts

Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We focus on providing meaningful and useful investment insights to multi-asset investors. Topdown Charts covers multiple economies, markets, and asset classes with a distinct chart-driven focus to bring actionable insights to investors, portfolio managers, and investment professionals. The perspective is that of an investor, and the multi-asset scope lends itself to both asset allocators and asset class specific portfolio managers. Institutional Investment Research Service. We deliver the following to fund managers and investment professionals-Investment ideas (big picture asset allocation calls and specific ideas that are often missed)-Risk management input (identify key risks both near and pressing, and on the far horizon)-Meaningful macro insights (gain perspective, pragmatic guidance: no sensationalism)-Asset allocation research (cutting edge studies to help advance the field) The service is report-based (with assistance and counsel on request)-Weekly Macro Themes (holistic ideas and insights)-Global Cross Asset Market Monitor (sentiment & technicals)-Market Cycle Guidebook (medium-term perspectives)-Quarterly Strategy Pack (bringing it all together)

1 to 10 staff

Aotea Asset Management

Aotea Asset Management (AAM) is a New Zealand owned and operated private credit manager. We provide debt financing solutions to New Zealand corporate and commercial businesses and private equity sponsors. Our diversified corporate loan portfolio provides stable, fixed income style returns for investors, underpinned by a focus on capital protection. AAM's strategy is to optimise portfolio credit quality, returns and rate of deployment by targeting those lending segments that provide the most attractive market opportunity in New Zealand. As a domestically owned, operated and focused private credit fund manager, AAM is committed to developing and supporting New Zealand’s alternative funding market.

1 to 10 staff

Fortland Capital

Fortland is a specialist manager established to bring access to land investment opportunities that have the potential for future urban development.

11 to 50 staff

Harbour Asset Management

Founded in Wellington in 2009, Harbour Asset Management is one of New Zealand’s most highly rated investment managers. We take pride in delivering market-leading investment outcomes for our clients. Our clients include KiwiSaver funds, charitable trusts, iwi, government institutions, corporate superannuation funds, financial advisers and high net worth individuals. We offer a suite of PIE managed funds, and specialise in managing Australasian equity, New Zealand fixed interest and multi-asset portfolios. Sustainability is an integral part of both our investment process and our team values. Harbour is a market leader for integrating ESG research into our investment process, and we have been signatories to the UN Principles of Responsible Investment since August 2010.

11 to 50 staff

Infratil

Launched in 1994, Infratil Limited is a New Zealand headquartered, global infrastructure investment company (NZX: IFT, ASX: IFT). Our purpose is to invest wisely in ideas that matter and, in doing so, create long-term value for our shareholders. We invest in renewables, digital infrastructure, healthcare and airports, with operations in New Zealand, Australia, Europe, Asia and the United States. With group assets currently in excess of NZ$10 billion, we target returns to shareholders of 11-15% p.a. over the long-term.

1 to 10 staff

Pmg Funds

Securing financial freedom for New Zealanders. With a track record of stability, continuity and performance, we value growing relationships as much as we value growing returns. We invest alongside our clients, sharing both the risks and returns, so our directors and team have skin in the game too. That’s what we mean when we say, We’re Invested. Founded by Denis McMahon in 1992, as a specialised property management service for owners of commercial and industrial properties, he was one of the pioneers of the property syndication industry, with his first commercial syndication in 1994. With over 28 years of history, PMG truly is the sum of our parts – our people and properties, but most importantly the people who’ve invested their trust in us. We have third-generation customers who trust us to grow their wealth because we did right by their parents, and their parents before them. It’s well-known that no one cares for your property and possessions as much as you do. That’s why we don’t outsource property management services. Our team are some of the best asset and facilities managers in the country, proactively looking at how to add value to properties (your investment) and ensuring they are maintained and cared for just like your family home. Now that’s adding value. We live and breathe property. It’s the expertise, talent, and passion of our people that has enabled us to thrive through multiple economic cycles and natural events, servicing all aspects of property investment and management.

11 to 50 staff

Quaystreet

QuayStreet offers a range of diversified and sector specific investment funds for investors. Our specialists seek to deliver superior investment returns for our clients by actively managing the funds

1 to 10 staff

Roa

At Roa we care deeply about the long-term sustainability of Wānaka because it’s where we live. That means creating a built environment where spaces can adapt and evolve, with collective good as the priority. We masterplan and deliver commercial districts that embrace and strengthen Wānaka’s unique sense of place, through considered design and some of the highest sustainability standards anywhere in the world.

1 to 10 staff

Visionwest Home Healthcare

VisionWest Home HealthCare provides home healthcare services in the Auckland region, both on the North Shore and in West Auckland, throughout the Waikato, Rotorua/Lakes District and Bay of Plenty. With skilled and trained support workers, VisionWest provides a range of services tailored to meet individuals needs.

11 to 50 staff

Afc Group Holdings Ltd Nzx Afc

AFC GROUP HOLDINGS LIMITED (AFC) is a listed company on the New Zealand Stock Exchange (NZX), stock code: AFC. The company is headquartered in Auckland. It is a diversified group specialising in food research and development, manufacturing, marketing and cross-border trade. It has a sales network throughout New Zealand, Australia and China. AFC is one of the few New Zealand listed companies that offer high-quality products to Chinese customers through cross-board business. AFC owns National Dairy Group limited, AFC Longview Ltd, AFC GoGlobal E-Commerce Ltd, AFC Biotechnology Manufacture Co Ltd, AFC Education Investment Ltd, and AFC International Trading Company Ltd. AFC group has a strong policy of integration of all subsidiary companies, which creates significant business advantages. AFC is a New Zealand Accredited Employer, a CAANZ and an ACCA Approved training enterprise.

11 to 50 staff

Bcc Limited

BCC helps build clever companies. As New Zealand's specialist business development organisation for start-ups in agriculture, agri-tech and agri-food it also uses its expertise in tech transfer, start-ups and investment to help entrepreneurs and innovators in all industries take products to market.

1 to 10 staff

Canterbury Property Investors' Association

Keen to connect with other property investors in Canterbury, hear their strategies for success and access exclusive industry discounts, plus have some fun attending events and networking along the way? Then you are in the right place.

1 to 10 staff

Diligent Wealth Management

Our primary focus is on UK pension transfers and the ongoing investment and management of your funds after a transfer to New Zealand. Alongside this we offer a retirement planning service that will help you reach your wealth goals. We are here to help answer your questions about the benefits and pitfalls surrounding pension transfers and provide solutions that meet your long-term financial goals. Importantly, it's not just about the transfer, it’s about where your pension transfer ends up. We match you with the right scheme and the right funds that meet your investment preferences and desired outcomes. Once your UK pension transfer is established in its new home here in New Zealand it’s our job to ensure your transferred UK pension is working hard to provide for your long-term financial wellbeing. Our services are independent and our relationships with a range schemes ensures you get your UK pension transfer right the first time.

1 to 10 staff

I-Select

Many people move countries during their lives but leave their retirement savings and investments stranded offshore. At i-Select, we help people living in New Zealand and Australia bring their global wealth closer to home — improving visibility, control, and long-term financial outcomes. Our niche expertise lies in transferring UK pension funds into QROPS (Qualifying Recognised Overseas Pension Schemes) compliant and New Zealand regulated superannuation schemes. We coordinate the process end-to-end, providing clear guidance and managing tax, regulatory, and administrative requirements with precision. Whether you’re an individual seeking peace of mind or a financial adviser supporting clients with cross-border retirement planning, our experienced team makes the journey straightforward. We work closely with advisers, accountants, and custodians to ensure each transfer meets both UK HMRC and New Zealand IRD rules— reducing risk and maximising tax efficiency. Recognised as one of New Zealand’s leading specialists in cross-border wealth management, superannuation transfers and global tax administration, i-Select has helped thousands of returning New Zealanders and newly arrived migrants achieve confidence and compliance in their retirement planning. Bring your offshore pension closer to where you live. Gain clarity, control, and confidence — with i-Select.

1 to 10 staff

Kokiri Marae Keriana Olsen Trust

51 to 200 staff

Rangatira Investments

Rangatira is New Zealand’s leading long-term investor in private business Rangatira has a rich and productive history of investing in leading New Zealand companies. With a permanent asset base, we invest for the long-term alongside business owners to build superior companies and brands. Our aim is to partner with the best business leaders to grow New Zealand companies to generate dividend income and asset growth for our partners and shareholders.

501 to 1000 staff