Alvarium
Wealth Manager based in Auckland
About Alvarium
Boutique investment firm with 25+ years experience and deep AIP expertise
Location
Auckland
Established
1999
25 years track record
AIP Approved
Eligible for Active Investor Plus visa
Funds Managed (1)
Investment Opportunities(1)
Key People (5)
Malcolm McKinnon
CEO
Leadership
Chief Executive Officer of Alvarium, leading New Zealand's financial ideas boutique owned by New Zealand families.
Andrew Williams
Executive Director
Leadership
Founding partner and co-chairman of Alvarium from 2009. Started Alvarium Investments New Zealand in 2017. Oversees real estate interests across 12 global branches.
John Berry
CEO Wealth NZ
Leadership
Co-founded Pathfinder. Chief Executive of Alvarium Wealth New Zealand with 30% shareholding in combined NZ wealth business.
Paul Brownsey
Chief Investment Officer
Leadership
Co-founded Pathfinder. Chief Investment Officer at Alvarium Wealth New Zealand with 30% shareholding in combined NZ wealth business.
Jeremy Ward
Portfolio Manager
Investment Team
Portfolio Manager for Alvarium Managed Accounts. Joined from Jarden where he was Director of Global Equities.
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Frequently Asked Questions
How do I verify a provider is legitimate and trustworthy?
Conduct thorough due diligence before investing with any provider: (1) Check FMA Register - Verify the provider is licensed or registered with the Financial Markets Authority (www.fma.govt.nz/compliance/entities), (2) Review track record - Research past fund performance, years in operation, total funds under management, (3) Check key personnel - Research investment team backgrounds, LinkedIn profiles, previous roles and experience, (4) Request references - Ask to speak with existing investors or portfolio companies, (5) Review documentation - Read Information Memoranda, trust deeds, audited financial statements thoroughly, (6) Understand fee structures - Ensure fees are clear, reasonable, and aligned with industry norms, (7) Check for red flags - Promises of guaranteed returns, pressure to invest quickly, unlicensed operators, lack of transparency. All providers on Wholesale Investor NZ are pre-screened for legitimacy, but always conduct your own due diligence.
What questions should I ask a fund manager before investing?
Ask fund managers these critical questions: Investment Strategy - What is your investment thesis? How do you source deals? What's your competitive advantage? Track Record - What returns have you achieved historically (gross and net)? What percentage of investments succeeded vs failed? Can I speak with investors in prior funds? Team - Who makes investment decisions? What's their background? Have there been recent departures? How is the team compensated? Risk Management - What was your worst investment and what did you learn? How do you handle conflicts of interest? What's your downside protection? Fees - Explain management fees, performance fees, and all other costs? What's the hurdle rate? Process - What's the investment committee process? How often do you report? What voting rights do I have? Exit - What's the expected timeline to liquidity? Have you returned capital to investors before? Get answers in writing and verify claims independently.
What is the difference between a fund manager and a platform?
Fund Managers directly manage pooled investment capital, making investment decisions, conducting due diligence, managing portfolio companies/assets, charging management and performance fees, and carrying fiduciary duty to investors. Examples include private equity firms, credit fund managers, property developers. Platforms provide infrastructure for accessing multiple investment opportunities, do not make direct investment decisions (investors choose from offerings), may conduct initial due diligence on providers, charge platform fees or take commissions from providers, and offer comparison and research tools. Examples include investment platforms, crowdfunding sites, syndication platforms. Some hybrid models exist - platforms with house funds. When investing via platforms, you still need to evaluate the underlying fund manager's capabilities, track record, and terms as if investing directly.