Alvarium
Wealth Manager based in Auckland, New Zealand
Key Facts
- Provider type
- Wealth Manager
- Headquarters
- Auckland, New Zealand
- Established
- 1999 (25 yrs)
- FSP number
- FSP20861 ↗
- NZBN
- 9429047248113 ↗
- AIP status
- Approved
- Open offers
- 1 open / 1 total
- Funds listed
- 1
- Website
- alvarium.co.nz
Last reviewed: 12 July 2026
About Alvarium
Alvarium is a New Zealand-owned financial ideas boutique offering bespoke wealth and asset management services to high-net-worth and ultra-high-net-worth private investors. With over 25 years of collective experience, the firm provides investment services across alternative investments, managed portfolios and real estate opportunities, and also serves large-scale professional investors seeking alternative investments to complement existing portfolios. For migrant investors, Alvarium offers a tailored service for the Active Investor Plus (AIP) visa covering approved asset classes — direct investments and managed funds — on one custodial platform with unified reporting. The vehicle listed on Wholesale Investor is the Alvarium Active Investor Plus Service, a bespoke portfolio service in the fund-of-funds category built around AIP Growth and Balanced strategies. A Service Disclosure Statement for the Alvarium Active DIMS service (June 2024) is publicly available via the documents section of alvarium.co.nz. Alvarium is a registered financial service provider (FSP20861) with NZBN 9429047248113, headquartered at Level 37, PwC Tower, 15 Customs Street West, Auckland; this directory records the firm's history from 1999. Key people recorded in this directory include Malcolm McKinnon (CEO), John Berry (CEO Wealth NZ), Paul Brownsey (Chief Investment Officer), Andrew Williams (Executive Director) and Jeremy Ward (Portfolio Manager). Services referenced on this profile are available to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); engagement terms, fees and portfolio composition are set out in Alvarium's own service documents.
Location
Auckland, New Zealand
Established
1999
25 years track record
AIP Approved
Eligible for Active Investor Plus visa
Funds Managed (1)
Open Funds & Active Offers(1)
Key People (5)
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.
Jeremy Ward
Portfolio Manager
Investment Team
Portfolio Manager for Alvarium Managed Accounts. Joined from Jarden where he was Director of Global Equities.
Malcolm McKinnon
CEO
Leadership
CEO of Alvarium with experience ranging across private and public companies spanning finance, energy, aviation, and space travel. Leads the firm's bespoke wealth management services for high-net-worth and ultra-high-net-worth clients.
25 years of experience
Paul Brownsey
Chief Investment Officer
Leadership
Chief Investment Officer at Alvarium, responsible for investment strategy and portfolio construction across the firm's managed investment schemes. Jointly appointed as CIO with Pathfinder, bringing institutional-grade investment discipline to the firm's client portfolios.
20 years of experience
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Frequently Asked Questions
What is Alvarium?
Alvarium is a New Zealand-owned financial ideas boutique offering bespoke wealth and asset management services to high-net-worth and ultra-high-net-worth private investors. With over 25 years of collective experience, the firm provides investment services across alternative investments, managed portfolios and real estate opportunities, and also serves large-scale professional investors seeking alternative investments to complement existing portfolios. For migrant investors, Alvarium offers a tailored service for the Active Investor Plus (AIP) visa covering approved asset classes — direct investments and managed funds — on one custodial platform with unified reporting. The vehicle listed on Wholesale Investor is the Alvarium Active Investor Plus Service, a bespoke portfolio service in the fund-of-funds category built around AIP Growth and Balanced strategies. A Service Disclosure Statement for the Alvarium Active DIMS service (June 2024) is publicly available via the documents section of alvarium.co.nz. Alvarium is a registered financial service provider (FSP20861) with NZBN 9429047248113, headquartered at Level 37, PwC Tower, 15 Customs Street West, Auckland; this directory records the firm's history from 1999. Key people recorded in this directory include Malcolm McKinnon (CEO), John Berry (CEO Wealth NZ), Paul Brownsey (Chief Investment Officer), Andrew Williams (Executive Director) and Jeremy Ward (Portfolio Manager). Services referenced on this profile are available to wholesale investors under the Financial Markets Conduct Act 2013 (Schedule 1); engagement terms, fees and portfolio composition are set out in Alvarium's own service documents.
Where is Alvarium based?
Alvarium is based in Auckland, New Zealand. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).
Is Alvarium registered with the FMA?
Alvarium is registered on the FMA's Financial Service Providers Register (FSPR) under FSP20861 and holds NZBN 9429047248113. FSPR registration is a legal requirement for entities providing financial services in New Zealand and does not itself constitute an endorsement. Verify current standing at the FSP register before investing.
How long has Alvarium been operating?
Alvarium was established in 1999 and has a 25-year track record. Past performance and operational history are not reliable indicators of future returns — review the fund's Information Memorandum and audited financial statements before investing.
What funds does Alvarium manage?
Alvarium currently lists 1 fund on Wholesale Investor NZ.
What is the minimum investment in Alvarium's funds?
Minimum investments across Alvarium's currently listed offers range from NZ$3.0M. Minimums are set per offer and may change for new vintages — confirm the current minimum in the offer's Information Memorandum. Wholesale-only offers also require self-certification under FMCA Schedule 1 before subscription.
Are Alvarium's funds eligible for the Active Investor Plus (AIP) visa?
Alvarium is flagged as AIP-approved on Wholesale Investor NZ. AIP visa applicants must invest at least NZ$5 million in Growth Category investments held for 36 months (or NZ$10 million Balanced held for 60 months) per Immigration New Zealand's current rules. Eligibility determination sits with NZTE + Immigration NZ — confirm against the live NZTE Acceptable Managed Funds list before relying on this classification.