If you’re considering us as your investment manager, you’ve made a good first decision! We’re a cool little company built around a unique approach to investing and we’ve carved out a niche for ourselves in the industry. If you’re looking to protect and grow your wealth, we have a range of solutions to suit different needs. We manage assets for private investors, KiwiSaver members and Superannuation members.
With more than $4 billion under management and a long track record in successful investment management, there are a few reasons our customers stick around.
We’re a bit different in New Zealand in that we focus on global markets – as opposed to other New Zealand-based managers who focus more locally - because we believe global investing benefits our clients. New Zealanders tend to have most of their wealth invested locally already – through their homes and jobs - so there are clear liquidity and diversification benefits to investing with a global view.
Simon O'Grady
Chief Investment Officer
Susan Easton
Head of Investment Strategy
Steffan Berridge
Quantitative Strategist