Private Wealth Managers
Wealth management firms providing access to wholesale investment opportunities for high-net-worth investors
Expert guidance, discretionary portfolios, and specialized services including AIP (Active Investor Plus) visa investment solutions.
What is a Wealth Manager?
Private wealth managers provide personalized investment advice and portfolio management for high-net-worth individuals. They act as introducers to wholesale opportunities, curate investment options, and provide ongoing advisory services. Many specialize in AIP visa investment requirements and regulatory compliance.
4 Wealth Managers
Providing access to wholesale investment opportunities
Alvarium
AIP ServicesAlvarium 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 advice across alternative investments, managed portfolios, and real estate opportunities. Alvarium offers a tailored service for Active Investor Plus (AIP) visa investors, covering all approved asset classes — direct investments and managed funds — on one custodial platform with unified reporting. The firm also serves large-scale professional investors seeking alternative investments to complement existing portfolios. Licensed by the FMA as a Managed Investment Scheme Manager (FSP20861).
Craigs Investment Partners
AIP ServicesLeading NZ investment firm offering discretionary AIP investment services
Forsyth Barr
AIP ServicesNew Zealand's largest investment adviser with personalized fund of funds approach
JMI Wealth
AIP ServicesDiscretionary 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.
Need Expert Investment Guidance?
Wealth managers provide personalized advice and access to institutional-grade opportunities
Professional Investment Guidance
Connect with experienced wealth managers specializing in wholesale investments.
Vetted Opportunities
Access pre-screened investment opportunities from established fund managers and platforms.
Compare & Decide
Side-by-side comparison tools to evaluate returns, liquidity, tax structures, and more.
AIP Visa Support
Find AIP-eligible investments for Active Investor Plus visa applications.
For wholesale and eligible investors only. Minimum investment typically $50,000+.