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Investment news nz. Anna Scott, lured According to the Salt quarterly global outlook report published last week, the “the prudent course into year-end is to trim back some portfolio risk” in diversified funds. NZ Super finds CIO temp in-house, gives Northern Trust data-warehousing job June 9, 2024 Alex Bacchus: NZ Superannuation Fund acting CIO NZ Superannuation Fund (NZS) The all-singing, all-dancing 2024 edition of the Investment News NZ popular KiwiSaver annual report is now free to download. nz. Stefan Stevanovic: QuayStreet head of international equities More than two years after the move from Craigs Investment Partners to the NZX, QuayStreet has secured its place Wealthpoint investment head to exit; Become makes Consilium partner; FNZ finds new CFO March 2, 2025 Keri Jenkins: departing Wealthpoint head of investments Keri Mark Peterson: NZX CEO The NZX has signaled a two-year spending program lies ahead as the group integrates its in-house investment administration platform with the In a wide-ranging interview with Salt co-founder, Matthew Goodson, Citywire name-checked the Auckland boutique’s NZ Dividend Appreciation Fund as among the ‘elite’ 3 per Latest breaking business, finance and economic news and views from New Zealand's most popular independent site, interest. According to the job specs, duties include “helping design and launch investment products, Wellington-founded infrastructure investor, Morrison & Co, has claims as the largest privately owned NZ fund manager, ranking at 402 on the 2023 Thinking Ahead Institute Good Returns is New Zealand's leading source of news and business information for members of the financial advisory industry, including financial advisers, mortgage brokers, insurance brokers and risk advisers. The deal will see the The report says while the fund has been able to attract “high-quality” investment professionals since inception, competition from offshore and in NZ “with the rise in prominence The NZ national investment advisory and broking firm boasts almost $30 billion under management and 208 financial advisers across the country. Free to subscribe. Investment News, written by David Chaplin, ensures investment advisers are kept updated with the latest news stories from the New Zealand financial industry. Contact Use this form to get in touch with us about breaking news, press releases, advertising queries or general inquires. But while international equities The BNZ investment business (including KiwiSaver) officially joined Harbour along with the Jarden and JBWere NZ advisory networks in the FirstCape amalgam at the end of April. These are offset by Andy Sowerby: Allspring Global Investors international client group head NZ investors will have access to one more international fixed income strategy with the imminent Strategist Cindy Van Rijswick says farmers need to explore ways to mitigate risk, and boost yield. Simon Rolland: Aurora Financial founder The Aurora Financial advisory group founded by entrepreneur Simon Rolland has been rebranded as Enva following a sale to Little-known in NZ to date, Munro is about to open a portfolio investment entity product here, seeded by KiwiSaver provider, Aurora Capital. InvestNow founder launches new firm, buys bitcoin fund May 11, 2025 Anthony Edmonds: Raise Investments director The newly formed Raise Investments has taken over During periods of market downturns or financial crises the lack of willing and able counterparties can exacerbate losses as investors may struggle to sell these positions without The company has been tipped for sale and/or listing at various times during the intervening years in a period marked by significant change in the NZ trustee and investment Simon Tong: Craigs chief US private equity player, TA Associates, has taken a ‘strategic’ 50 per cent stake in Craigs Investment Partners in a deal announced this morning. The full-time role reports to Betashares NZ executive director, Hugh Stevens. Stay informed with the latest Investment news, updates, opinion and analysis from NZ Herald. As a Financial Markets Authority analysis published earlier in July reveals, KiwiSaver members have taken on significantly more risk since 2020 – partly due to a quirk of Blair Turnbull: incoming Milford Asset Management chief Former Tower boss, Blair Turnbull, has emerged as the new chief executive for Milford Asset Management, replacing Launched under the Consilium in-house investment banner, Evidential, the new KiwiSaver offer targets mid-market advised members via a mix of three diversified funds as According to Ireland, the draft legislation appears to confuse the “prudential” powers available to the Reserve Bank of NZ (RBNZ) with the “conduct” focus of the FMA. Currently, the savings The NZX-owned investment platform, Wealth Technologies, kicked above the $11 billion mark in September as solid investment markets and client transfers bolstered growth. Ruari McGregor: Harbour chief operating officer Harbour Asset Management is to shift registry functions to Apex from Trustees Executors (TE) as the incumbent provider exits Ken Fisher: Fisher Investments (not Funds) founder US-headquartered funds management firm, Fisher Investments, is looking to open a high net-worth advisory office in NZ Jonathan Symons: Fisher Funds general manager marketing Life insurer AIA NZ is recruiting for a new head of investments in a role currently held by Matt Mobbs. Visit us! Legislation passed to establish Invest New Zealand, enabling the new investment agency to begin operations from 1 July 2025. Milford Asset Management is vying with Fisher Funds for bragging rights as the third-largest retail manager in the land, according to new Plan for Life (PFL) figures. Former Finance Minister Bill English, for example, more than a Anna Scott: Smartshares chief Smartshares is looking to shore-up both its active and passive investment teams and target further growth in fund-hosting. Subscribe to our Founder Nick Lissette says it's patriotic to be listed, but hard work. 6 Get the latest breaking news, analysis and opinion from NZ and around the world, including politics, business, sport, entertainment, travel and more. Contact our team today. Our recent roadshow provided insights into the widened scope of the Active Investor Plus Active management is back in vogue for government-owned investment funds against an increasingly complex risk backdrop, according to the latest Invesco global survey of The only NZ finance and insurance news source you need. Nonetheless, the 2023 FNZ report Kiwi telco Spark New Zealand has sold a majority stake in its data centers to an investment firm. Mark Clare: Clare Capital managing partner An increasingly crowded direct-to-consumer investment platform market in NZ is poised for consolidation but valuations would Just 15 KiwiSaver providers logged positive net transfers from other schemes, according to the just-released Investment News NZ (INNZ) annual survey of the sector, in a Charlie Trotter, former head of FNZ NZ, is the sole local director of the 13-strong FNZ Group board. Stay ahead with expert analysis, and financial market trends. New Reserve Bank of NZ (RBNZ) data shows the local funds management market topped out at $307. Forsyth Barr hosts more Paul Glass: ISG chair Australian stockbroking and wealth management outfit, Shaw and Partners, has taken a 75 per cent stake in Devon Funds parent company, Margot Gatland: FMA head of enforcement The Financial Markets Authority (FMA) has notched up a landmark legal victory after the Auckland High Court comprehensively struck Kirsten Wise: Napier City Mayor Napier City Council has kicked off its in-development perpetual fund outsourcing process with a search for potential investment Di Papadopoulos: Booster CEO Booster has opened up a new line of unlocked funds based on its KiwiSaver offering. The just-released Wealth Series products offer investors Sean Henaghan, Aurora chief investment officer and co-founder, said in a release that Mackay and Wild would be “crucial to helping build on our momentum and take Aurora Anthony Halls: outgoing Annuitas chief investment officer Annuitas is on the lookout for a new chief investment officer after incumbent, Anthony Halls, handed in his notice. The company this week announced it has entered into an agreement to sell a Wedge has a broader investment mandate covering both local fixed interest instruments and offshore bonds, targeting returns above the OCR. She says that'd be investing in covers, heel-mats, and a change towards NZ investment industry veteran, Halls, finished a two-year stint as Annuitas chief investment officer at the end of March after serving in the same role for Mint Asset Browse the latest news from Invest New Zealand. She also spent NEW YORK - CLEAR (NYSE:YOU), the identity verification company that has delivered nearly 20% revenue growth over the past year, announced Friday that travelers from Greg Bunkall: Morningstar global data director ASB solidified its number two ranking in the KiwiSaver market by the end of last year, pulling ahead of the Fisher Funds collective Established in 2009, Pathfinder developed a fund suite covering a range of asset classes – including specialist water and commodities products – before adopting an . Explore investment opportunities with the New Zealand Herald. Allan Yeo: Booster founder Booster and the Financial Markets Authority (FMA) are lawyering-up for what could be a multi-year legal battle after the regulator laid serious civil Dunedin-headquartered advisory network, Forsyth Barr, is the latest NZ wealth group to tap into offshore investors under an agreement revealed this morning with Australian private equity firm, Mercury Capital. 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Both JBWere NZ and the Jarden wealth businesses – including the advisory arm, the Hatch joint venture with FNZ and Harbour Asset Management – would be valued at about Joseph Darby: Become Wealth chief Auckland-headquartered financial advisory business, Become Wealth, has consolidated its investment administration on the Consilium The Infrastructure Investment Summit: Shaping NZ's economic landscape The recent Infrastructure Investment Summit highlighted significant opportunities that will shape Andrew Landman: BlackRock Australasia head BlackRock is due to make landfall in NZ by the end of this year with a new Auckland office slated for the global investment mega Francois Richeboeuf: departing BT Funds NZ senior manager investment solutions Francois Richeboeuf has resigned from BT Funds Management after almost 15 Simon Power: Fisher Funds chief Milford Funds has reported its best-ever revenue bonanza over the 12 months to March 31 as fee income jumped more than 70 per cent year-on Under the agreement inked mid-December, the NAB-owned NZ wealth businesses JBWere along with the BNZ KiwiSaver and fund house will be lumped in with the local Jarden Before taking on the health department position last October, Jones worked for Woolworths, NZ Post, Air NZ and NZME, leading data and analytics teams. While Apex picked up IIS, including the direct-to-consumer platform InvestNow, last September almost two years after entering the NZ market with the buyout of investment administration specialist, Learn how Invest New Zealand matches investors with quality investment opportunities, and helps New Zealand companies raise growth capital and become investment ready. Fisher has just one direct NZ private holding at the moment in the solar energy firm, Lodestone, but largely access the asset class through local PE players including Movac, David McLeish: Wedge Management founder The launch of a new fund taking on the $250 billion NZ bank deposit market moved closer last week after Wedge lodged formal The company shifted its official home for the group entity to NZ from Jersey in 2022, consolidating local results in the broader global accounts. 1 billion on September 30 with KiwiSaver accounting for about $122. Stock & Trade: Is Karl Gradon’s Comvita gig worth the sting? Good Returns is New Zealand's leading source of news and business information for members of the financial advisory industry, including financial advisers, mortgage brokers, insurance brokers and risk advisers. Matt Whineray: departing NZ Super Fund CEO The NZ Superannuation Fund (NZS) now manages about 30 per cent of assets internally, according to its just-released Structured as a portfolio investment entity (PIE), Wedge will offer savers a set daily interest rate underpinned by a globally diversified portfolio of high-quality, AA-rated fixed The business, now officially domiciled in NZ, reported a loss of about US$555 million for the 2023 calendar year but was on track to make “break-even on a go-forwards Visa change prompts venture capital bump April 13, 2025 Marcus Henderson: Cultivate Ventures investment director The revised NZ wealth visa has triggered a surge in Mark Peterson, NZX chief, also told investors the group expected operating earnings to rise in 2025 to between $49 million and $54 million. Cinema software company says its going to spend more to get customers on the cloud. We look forward to hearing from you. The company, headed by Adrian Durham, was founded in Wellington 20 Simon Tong: Craigs chief Craigs Investment Partners booked an almost 18 per cent jump in operating revenue and profit last year even as costs rose by a similar proportion. Find exclusive interviews, videos, photo galleries and more. Historically, the NZ government has also been keen on pushing funds under its purview to invest at home. As the ‘ K-Saver 17 ’ study reveals, all 38 Discover the latest news regarding the financial advisory industry in New Zealand. An AIA News from New Zealand and the world: breaking news, videos, sport, rugby, politics, business, entertainment, lifestyle, travel, and property Joseph Darby: Become Wealth chief Become Wealth is reviewing its investment approach as the boutique advisory firm just passed the $1 billion threshold for funds under June 22, 2025 Anthony Edmonds: departing Apex NZ head of sales Apex NZ has filled two senior vacancies while another opened up as Implemented Investment Solutions (IIS) and InvestNow Nicola Willis: NZ Finance Minister Finance Minister Nicola Willis has flagged a KiwiSaver tinker ahead in the 2025 budget slated for this Thursday amid growing fears of cuts BlackRock bigs-up growth plans in global push for double everything June 15, 2025 Larry Fink: BlackRock chief Australian and NZ investors have some US$188 billion tied-up in The online survey tapped 23 respondents out of a ‘research universe’ of 50 NZ-based managers and a 20 offshore-headquartered investment firms that offer strategies here. Sent every Monday. Aaron Klee: AMP NZ wealth general manager investment management and services ANZ has finally signed off on its long-awaited agreement with BlackRock in a deal Is it time to consider selling your property investments and put the money into assets that actually grow the economy? One investment expert says New Zealand would be a FSC reports flat financials; adviser industry body reveals first conference keynotes November 10, 2024 Kirk Hope: FSC chief The NZ Financial Services Council (FSC) has Our guide explains ten popular ways to invest in New Zealand, covering term deposits, bonds, shares, managed funds, KiwiSaver, peer to peer lending and more. The PFL Edmonds assumes the top job for the Apex Group NZ operations that includes IIS (now rebranded to FundRock NZ) and its InvestNow subsidiary as well as the fund administration arm, Pinnacle hits A$100bn peak as offshore, NZ flows grow February 4, 2024 Ian Macoun: Pinnacle founder and managing director Offshore flows, including a contribution from Investors will only have to remain in New Zealand for 21 days over three years to gain residency under changes to the so-called 'golden visa' to attract wealthy investors to New Zealand, Immigration Minister Erica Stanford Jessica Gao: Thinking Ahead Institute director Large asset owners will need to develop a new risk management approach amid increasingly fraught political and investment Investing news and analysis. Here are the key changes to know about in the New Zealand equity market; The overall NZX50 is flat but there are gains by Tourism Holdings, Mercury, Goodman, Oceania. “Our results demonstrate that ANZ signed memorandums of understanding with both BlackRock and Mercer last year, citing interest in the latter’s “global expertise in investments and investment governance”. Get the latest finance news updates delivered to your inbox daily. Wealth Morning brings you the latest in finance, investments, and AI news in NZ. co. tsaosgenhintjsmdmnudpccqnahwtljxgmanjjogsnsxz