Private Wealth Managers

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.

Leading NZ investment firm offering discretionary AIP investment services

New Zealand's largest investment adviser with personalized fund of funds approach

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.