Premium wholesale investments for high net worth investors

8-12% p.a. tailored for AIP visa
Bespoke fund of funds DIMS

by Alvarium
Tailored to AIP requirements

Portfolio dependent returns
by Forsyth Barr
Portfolio dependent returns
by JMI Wealth
Portfolio dependent returns
Access New Zealand's premium wholesale investment opportunities with minimums over $500,000. These opportunities often provide access to exclusive deals, better fee structures, and direct relationships with fund managers. Includes large-scale property developments, private equity funds, infrastructure investments, and institutional-grade opportunities. Designed for high net worth individuals and family offices seeking meaningful portfolio positions.
Larger investments often receive preferential fee structures, direct access to fund managers, priority allocation in oversubscribed deals, and invitations to exclusive co-investment opportunities. Many funds reserve their best terms for substantial commitments.
Yes. Many opportunities at this level aren't widely marketed and rely on direct relationships. Fund managers often limit investor numbers and prioritize those making significant commitments.
It depends on your total portfolio. Some investors make concentrated bets in areas of expertise, while others still diversify across 2-3 major positions. Consider your risk tolerance, liquidity needs, and investment timeline.
Important Information
This website is an information directory only and does not constitute financial advice. The information provided is general in nature and does not take into account your individual financial situation, objectives, or needs. Past performance is not indicative of future results.
Investment in wholesale products involves risk, including possible loss of principal. Wholesale investors do not have the same protections as retail investors under the Financial Markets Conduct Act 2013.
Before making any investment decision, you should seek independent financial, legal, and tax advice from appropriately qualified professionals. Wholesale Investor does not recommend or endorse any particular investment or fund manager.