JMI Wealth
Wealth Manager based in Auckland
Key Facts
- Provider type
- Wealth Manager
- Headquarters
- Auckland
- Established
- 2010 (15 yrs)
- NZBN
- 9429034761311 ↗
- AIP status
- Approved
- Open offers
- 1 open / 1 total
- Funds listed
- 1
- Website
- shawandpartners.co.nz
Last reviewed: 30 May 2026
About JMI Wealth
Discretionary investment management with bespoke AIP portfolios Note: JMI Wealth rebranded to Shaw and Partners NZ in October 2025. Shaw and Partners (Australian parent) acquired 75% stake in Investment Services Group (ISG), which is Auckland-based with NZD 7+ billion in assets.
Location
Auckland
Established
2010
15 years track record
AIP Approved
Eligible for Active Investor Plus visa
Funds Managed (1)
Open Funds & Active Offers(1)
Key People (2)
Andrew Kelleher
Director
Leadership
Director leading investment team. Well-known investment manager sharing market views on Newstalk ZB. Manages over $2 billion of financial assets for HNW individuals, family offices, charities, corporate pension funds and iwi.
Jason Watson
Head of Investment Advice
Investment Team
Head of Investment Advice with seasoned investment professional experience and deep investment knowledge backed by decades of experience.
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Frequently Asked Questions
What is JMI Wealth?
Discretionary investment management with bespoke AIP portfolios Note: JMI Wealth rebranded to Shaw and Partners NZ in October 2025. Shaw and Partners (Australian parent) acquired 75% stake in Investment Services Group (ISG), which is Auckland-based with NZD 7+ billion in assets.
Where is JMI Wealth based?
JMI Wealth is based in Auckland. New Zealand-domiciled funds are subject to the Financial Markets Conduct Act 2013 (FMCA) and oversight by the Financial Markets Authority (FMA).
Is JMI Wealth registered with the FMA?
JMI Wealth is holds NZBN 9429034761311. 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 JMI Wealth been operating?
JMI Wealth was established in 2010 and has a 15-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 JMI Wealth manage?
JMI Wealth currently lists 1 fund on Wholesale Investor NZ.
What is the minimum investment in JMI Wealth's funds?
Minimum investments across JMI Wealth'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 JMI Wealth's funds eligible for the Active Investor Plus (AIP) visa?
JMI Wealth 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.