Active management experts, driven by a global team with skin in the game.
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Three high conviction and actively managed Conservative, Balanced and Growth funds to suit all investor types.
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A suite of high conviction and actively managed Australasian, Global or Diversified funds to suit your risk and return profile.
Personalised wealth management service for investors with $1m or more to invest.
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We're for the more invested.
Because we're more invested, too.
Investing alongside you. Over $100m^ of the money we manage from our staff, directors, or shareholders.
We don’t follow the market. We work tirelessly to beat it. High focus, high conviction, active management.
Global experts dedicated to managing New Zealanders money, with specialist teams across NZ, AU, and UK.
Every decision we make is underpinned by our five investment pillars.
"I appreciate their various channels of communication and the client support is incredible."
"Well done guys on surviving this tough market recently and it’s conditions, you’ve stuck with it and you’ve come out on top."
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