Forsyth Barr
Wealth Manager based in Dunedin, Auckland, Wellington
Key Facts
- Provider type
- Wealth Manager
- Headquarters
- Dunedin, Auckland, Wellington
- Established
- 1936 (88 yrs)
- NZBN
- 9429037174804 ↗
- AIP status
- Approved
- Open offers
- 1 open / 1 total
- Funds listed
- 1
- Website
- www.forsythbarr.co.nz
Last reviewed: 19 May 2026
About Forsyth Barr
New Zealand's largest investment adviser with personalized fund of funds approach
Location
Dunedin, Auckland, Wellington
Established
1936
88 years track record
AIP Approved
Eligible for Active Investor Plus visa
Funds Managed (1)
Open Funds & Active Offers(1)
Key People (2)
Neil Paviour-Smith
Managing Director
Leadership
Joined Forsyth Barr as Research Director before being appointed Managing Director in 2001. Leads New Zealand's largest investment and wealth management firm with over 600 staff across 25 offices and $30bn of funds under management.
Jim Hawker
Chief Financial Officer
Leadership
Chief Financial Officer at Forsyth Barr, overseeing financial operations for New Zealand's largest investment and wealth management firm.
Get Started
Quick Info
Frequently Asked Questions
What is Forsyth Barr?
New Zealand's largest investment adviser with personalized fund of funds approach
Where is Forsyth Barr based?
Forsyth Barr is based in Dunedin, Auckland, Wellington. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).
Is Forsyth Barr registered with the FMA?
Forsyth Barr is holds NZBN 9429037174804. 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 Forsyth Barr been operating?
Forsyth Barr was established in 1936 and has a 88-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 Forsyth Barr manage?
Forsyth Barr currently lists 1 fund on Wholesale Investor NZ.
What is the minimum investment in Forsyth Barr's funds?
Minimum investments across Forsyth Barr'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 Forsyth Barr's funds eligible for the Active Investor Plus (AIP) visa?
Forsyth Barr 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.