Wholesale Investments for High Net Worth Individuals
Institutional-grade opportunities for substantial portfolios
Access premium wholesale investment opportunities designed for high net worth individuals with significant investable assets. These funds typically offer larger minimum investments, preferential fee structures, and direct relationships with fund managers. Build a sophisticated portfolio across private equity, venture capital, private credit, and alternative investments.
7 Matching Opportunities
Compare Top Opportunities
Greener Pastures Diversified Fund
8-12% p.a. tailored for AIP visa
Shaw and Partners Active Investor Plus Portfolio
Bespoke fund of funds DIMS
Alvarium Active Investor Plus Service
by Alvarium
Tailored to AIP requirements
Craigs Immigration NZ Investment Service
Portfolio dependent returns
Forsyth Barr AIP Managed Funds Account
by Forsyth Barr
Portfolio dependent returns
JMI Wealth Active Investor Plus Portfolio
by JMI Wealth
Portfolio dependent returns
FMT Wholesale Fund
30 years, no capital losses, bonus returns
Frequently Asked Questions
What qualifies as a high net worth investor in NZ?
While NZ law doesn't define HNWI specifically, wholesale investor status requires $1M+ net assets, $200K+ annual income, or $750K+ single investment. High net worth typically refers to investors with $1M+ in investable assets excluding primary residence.
What advantages do larger investments provide?
Larger commitments often receive reduced management fees, priority allocation in oversubscribed opportunities, direct access to fund managers, co-investment rights in specific deals, and invitations to exclusive investor events.
What are common approaches to portfolio construction?
Portfolio construction approaches vary based on individual circumstances, risk tolerance, and investment objectives. Some investors choose concentration while others prefer diversification across multiple managers and strategies. Consult a licensed financial advisor to determine what approach may be appropriate for your situation.
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.