Investment Management in New Zealand

The Rohatyn Group

TRG Management LP (“TRG” or the “Firm”), also known as The Rohatyn Group, was founded by Nicolas Rohatyn in 2002. After building JP Morgan’s emerging markets business, Mr. Rohatyn and the Firm’s other founding partners saw an opportunity to leverage their combination of knowledge, skills and contacts to provide specialized expertise in emerging markets (“EM”). The Firm has been built on four guiding principles: Commitment to EM: As the fastest growing economies in the world, emerging markets offer great potential for growth of capital. Shifting economic and capital market developments and idiosyncratic circumstances in each individual market offer many opportunities to pursue alpha. Global Perspective, Local Insights: We believe successful investment outcomes in emerging markets require local sources of insight and information complemented by a global perspective and network. Additionally, we find that broad country coverage of the full spectrum of emerging market countries increases the likelihood of generating unique investment ideas. Disciplined Investment Process: A well-defined investment process creates predictability and fosters transparency. Discipline in process and a focus on risk management are particularly important in emerging markets, which remain more vulnerable to downturns than developed markets. Comprehensive Infrastructure: TRG’s asset management investment services are supported by a business management platform with roughly 130 employees offering risk management, legal and compliance, operations and custody, marketing, investor relations and information technology.

51 to 200 staff

Kiwi Property

Kiwi Property is one of the largest listed property companies on the New Zealand Stock Exchange and we're all about creating exceptional places, with and for exceptional people. We’ve been around for more than 30 years and we proudly own and manage a portfolio of real estate comprising some of New Zealand’s best shopping centres and prime office buildings. Founded in 1992, we listed on the New Zealand Stock Exchange in December 1993 as Kiwi Income Property Trust, New Zealand's first listed property trust. In December 2013, we internalised our management, and in December 2014, we moved from a trust to a company structure. At the same time, we changed our name to Kiwi Property. Kiwi Property invests only in New Zealand real estate, owning a portfolio of core retail and office assets located across the country. Our objective, which has served investors well for the past two decades, has not changed: we remain committed to providing investors with a secure, reliable investment in New Zealand property, and will continue to target superior risk-adjusted returns over time through the ownership and active management of a diversified, high-quality portfolio.

51 to 200 staff

Generate Kiwisaver Scheme

Generate is an award-winning New Zealand owned KiwiSaver Scheme and wealth manager with strong long-term performance and industry recognition for its community and environmental impact investments. Generate serves more than Kiwis and in 2022, 2023, 2024, and 2025 won a Consumer NZ People’s Choice Award and the Readers Digest Trusted Brand Award for KiwiSaver. The issuer is Generate Investment Management Ltd. A copy of the Generate KiwiSaver Scheme Product Disclosure Statement and advertising disclosures are available at Past performance is not a reliable indicator of future performance.

51 to 200 staff

Aegis

Aegis is one of New Zealand's leading investment administration services, administering substantial funds on behalf of investors. Technically known as a wrap account, Aegis is an electronic administration service designed to hold, trade and report on investments. Aegis provides vital support for financial advisers to successfully develop and manage their clients' investment portfolios.

51 to 200 staff

Nz Funds

We’ve been managing New Zealanders’ wealth since 1988. We’re fund managers and financial advisers. We are NZ Funds.

51 to 200 staff

Tainui Group Holdings Limited

Tainui Group Holdings is the commercial entity of Waikato-Tainui. Our role is to protect and grow the commercial assets of our iwi to support the prosperity of our people.

11 to 50 staff

Nz Super Fund

The NZ Super Fund invests money, on behalf of the New Zealand Government, to help pay for the increased cost of universal pension entitlements in the future. By doing this the Fund adds to Crown wealth, improves the ability of future Governments to pay for universal pensions, and ultimately reduces the tax burden on future New Zealanders. As a long-term, growth-oriented investor, the Fund has more than NZ$70 billion in assets. The Fund is managed by an Autonomous Crown Entity, the Guardians of New Zealand Superannuation.

201 to 500 staff

Pie Funds

Mike Taylor founded Pie Funds with the simple philosophy of outperforming the markets by investing in growth companies. He believed most fund managers were serial underperformers, and saw an opportunity to launch a specialist boutique investment firm. Pie has created a brand that is separate and distinct from the styles of most funds managers. Our goal is to focus first and foremost on client returns, and to provide investors with outstanding client service. We offer our investors a unique approach to funds management, and believe this sets us apart from the rest. The industry has recognised Pie’s achievements via numerous awards and accolades over the years, but none we are more proud of than the wealth we have created for our clients. Nearly a decade on, and Pie’s philosophy remains the same. We are committed to smart investing, providing above-average returns and, most of all, we’re dedicated to our clients. The Pie team is non-corporate and has no room for ego. Put simply, we exist to make money for clients. Performance matters more than growing our customer base. We pride ourselves in our boutique and premium offering. It’s how we stand out. At Pie, moving at the speed and efficiency of a start-up is the expectation. We embody Pie “Kai-zen” with continuous improvement and dynamic innovation. Fewer meetings lead to greater productivity. Our team is a group of high-calibre people who treat each other like family. We give 100% to everything we do. As part of our professional development, we encourage mentorship and giving back to the community. We eat our own cooking and invest in our own products alongside clients, on the same terms.

11 to 50 staff

Oyster Property Group

Oyster Property Group are property investment experts. Oyster Group make it simple to invest in quality, sustainable commercial property assets – without the hassle of hands-on management. We manage the entire commercial property lifecycle, from purchasing assets, establishing funds and capital raising through to leasing and property management. This gives us unique insight into our assets, the commercial property sector and the economic environment. Oyster Property Group has delivered to both wholesale and retail investors for over 20 years by maximising the long-term fundamentals of commercial property investment. When we say we invest in the real world, we mean it.

51 to 200 staff

Icehouse Ventures

Our mission is to be transformative investors in transformative Kiwi companies. We have invested >$500m into >350 companies, including Halter, Crimson, Education, Sharesies, Partly, Hnry, Dawn Aerospace, Tracksuit, Mint Innovation, Tradify, OpenStar, Shuttlerock, Ethique, Basis, Fuel50, Spalk, Substack, Nuro, and PowerbyProxi.

11 to 50 staff

Pathfinder Asset Management Limited

Awarded Best Ethical KiwiSaver Provider by Mindful Money 5 years running Pathfinder are on a mission to generate individual wealth AND collective well-being. The first fund manager in New Zealand to achieve B Corp™ certification.

11 to 50 staff

Quayside Holdings Limited

Quayside Holdings is the commercial investment arm of the Bay of Plenty Regional Council. Our team builds prosperity for the Bay of Plenty region and future generations, with a focus on intergenerational returns, contributing to the Bay's economic, environmental and social growth.

11 to 50 staff

Salt Funds Management Limited

Salt Funds Management is a boutique investment firm based in Auckland, New Zealand. Salt is an active manager with an investment philosophy centred on the belief that market inefficiencies exist and can be exploited over time to deliver superior risk-adjusted returns. The consideration of environmental, social and governance (ESG) factors is integral to the research and Salt analysts consider the potential for ESG factors to influence long term returns on invested capital (positively and negatively). Salt is a signatory to the United Nations Principles for Responsible Investment.

11 to 50 staff

Saturn Advice

Originally founded in 1988 as Broadview Financial Management Limited, Saturn Advice Limited is a financial advisory business helping people make the right financial decisions for them. Our business model enables us to provide impartial advice because we are not aligned to any fund manager or broker and staff are paid salaries, not commissions. We have offices in Auckland and Christchurch serving clients throughout New Zealand. Underpinning Saturn Advice are four founding principles of impartiality, transparency, security and trust. We have hard wired these principles in to our business and believe clients stand to achieve a better outcome, thereby helping them create a richer life.

11 to 50 staff

Silverfin Capital Limited

Silverfin Capital are leading commercial property syndicators with over $525 million of property assets in our portfolio throughout New Zealand and Australia. Our schemes are structured to provide investors with a cash return from commercial and industrial real estate, without the burdens of private property ownership. We want to build a relationship with you and help grow your equity through quality commercial property investments. Get to know us, invest with us, welcome to Silverfin.

11 to 50 staff

Syndex New Zealand

Syndex makes interesting assets investible. We provide the infrastructure for enhanced private market investing with an end-to-end investment management system. Our platform simplifies share management and enables easy transacting for any proportionally-owned asset, in sectors such as horticulture, technology, commercial property and agriculture, as well as private equity and crowdfunding shares. Connecting capital-raisers with (wholesale) investors is a powerful part of what we do, combine that with a platform that delivers secure registry management services and a direct-trading secondary market and we bring credibility and accessibility to the private markets. We’re firing up the private economy, bringing alternative investments front of stage. We’re supporting our partners, so private enterprises excel and our communities thrive.$7b Assets under administration >560 schemes administered >18,700 account holders Our customers include private businesses, co-operatives, fund managers and ESOP providers. If you wish to be a Syndex partner and join a marketplace that promotes and enhances transparency, liquidity and price discovery: http://bit.ly/32qy2BQ If you’re seeking more interesting investment opportunities, assets to diversify your portfolio, and want to support private enterprises in being a force for economic, social and environmental prosperity: http://bit.ly/2ChSiLk Follow us on LinkedIn to see investment opportunities and market insights. The Syndex platform is open to communities around the globe, with physical offices in New Zealand and Australia.

11 to 50 staff

Todd

Todd is a future-focused family-owned business in New Zealand that produces, generates and supplies energy to local markets and partners with local and international investors across diverse asset categories.

501 to 1000 staff

Devon Funds Management

Devon Funds Management Limited (“Devon”) is an independent investment management business that specialises in building investment portfolios for our clients that are comprised of companies listed on the New Zealand and Australian stock exchanges. Our approach is an active one where our rigorous research and analytical skills are applied to maximum advantage. Devon’s highly qualified and experienced investment team is committed to helping investors achieve their investment results. We believe our advantage lies in our people - a dedicated team of investment professionals with over 100 years combined experience in the investment industry both within Australasia and further afield. We’ve worked hard to assemble the right talent with the necessary skills and experience to manage our client’s portfolios.

11 to 50 staff

Investnow

InvestNow is a New Zealand-based online investment platform that provides access to KiwiSaver, Managed Funds and Term Deposit investment options. Grow and manage your investment portfolio from anywhere, with 24/7 online access - we make investing simple and easy for all Kiwis.

11 to 50 staff

New Ground Capital

New Ground is an Auckland-based investment manager specialising in the development and management of investments that generate commercial financial returns alongside social and environmental impact. Since 2014, we’ve been pioneering the development of Build-to-Rent housing investments for institutional investors in NZ, at the same time bringing about meaningful improvements for renting households by providing modern, healthy and professionally managed homes with security of tenure. Today, we’re involved in a wide range of rental housing and affordable housing projects right across New Zealand, spanning roles as investment manager, developer and development manager, as well as property manager through New Ground Living. We’ve also pioneered the development of professionally managed impact investment funds in NZ, co-founding the country’s first committed capital impact venture capital fund in 2017, establishing the innovative Homes For Tamariki fund in 2022, and being appointed to co-manage the Bay of Plenty Housing Equity Fund in 2023.

11 to 50 staff

Private Capital Group

Private Capital Group is a direct lender with deep credit expertise and a focus on New Zealand corporate private debt. Our team combines a blend of global, regional and local experience in both sub investment grade and investment grade debt. We’ve collectively worked with global and regional banks, private equity sponsors, corporates and directly with business owners on transactions over the past 30 years. With experiences gained working in London, New York, Tokyo, Hong Kong, and across Australia and New Zealand, we offer unparalleled knowledge – developed over many economic and business cycles, industries and transactions.

1 to 10 staff

Ray White Taylor Rentals

Taylor made Property Management with over 35 years of Industry Experience. Family Owned and Operated. We look after your property as if it were our own. Whilst making sure your Property and your Tenant are the right fit. We just do Rentals! Our property managers reflect Auckland’s melting pot – a bunch of different cultures, all sorts of commercial backgrounds and ages, ranging from 20 something to 60+. Some of us were born and bred in Auckland, and some of us moved here from other countries. Having both perspectives of our city helps us to be emphatic and effective property managers. As a cohesive team, we share ideas and knowledge, so that we’re continuously getting better.

11 to 50 staff

Scales Corporation Ltd

Scales has been providing essential services to the New Zealand primary sector for more than 120 years. Today it is a diversified agribusiness portfolio with divisions that are geographically spread, supplying multiple markets and customers. Scales has exposure to unique and separate components of the New Zealand primary sector. Led by Chairman Mike Petersen and Managing Director Andy Borland, Scales Corporation currently operates three divisions, Horticulture, Logistics, and Global Proteins, in adjacent primary sectors.

11 to 50 staff

Tpt Group Holdings Nz Ltd

TPT Group is a privately held investment company based in New Zealand that was founded in The group comprises a Business Group and a Family Office, and it focuses on the growth and development of a portfolio of entities in key business sectors such as electronic security, information technology, data communications, exponential technologies, security monitoring and call centre solutions, finance & leasing, and commercial-industrial property. The group provides governance, strategy, systems, and capital to allow the businesses to fulfill their market potential. The group consists of nine businesses, with several leaders in their respective fields. TPT Group has a proven track record of innovation, successfully integrating and establishing businesses and providing the right experience, structure, and resources to facilitate growth. The company values and supports its people and is committed to empowering staff to be the best of the best. It values exponential thinking, embraces change, and is always pushing boundaries to create a better future for its business, customers, and people. TPT Group believes that great teams create great businesses and has a strong social conscience, supporting the community via a number of charities and partnerships. Over the last 25 years, TPT Group has founded ten new start-up businesses as well as acquired 17 others. The group operates from 24 office locations across New Zealand, and it employs hundreds of staff across the country. The company is led by its founders, Mike and Terese Marr, who are strong believers in giving back to the community and supporting scholarships, several charities, and community initiatives.

201 to 500 staff

University Of Auckland Investment Club

The University of Auckland Investment Club is a student run investment society founded in 2009. It is now one of the largest clubs at the university with over 400 members and the largest investment related club in New Zealand. Students at all levels of understanding are invited to build their investment knowledge through student led tutorials, guest speaking events, and competitions, in a supportive environment. Our aim is to improve the practical financial education of our members, while developing networks with other like-minded students and those within the finance industry.

11 to 50 staff

Reddy Group

Reddy Group’s legacy of integrity and purpose shapes our vision of building a thriving global presence. From humble beginnings as a small family construction company in Suva, Fiji — Reddy Group has grown into a substantial and globally diversified portfolio of investments. Our approach centres on fostering innovation and sustainable growth through a strong portfolio focusing on sectors that align with our core values. Our investments currently span tourism, construction, education and hospitality. Strategic decision-making has been led by our foundational principles of curiosity, humility, ambition, integrity and compassion, have steered our growth for over 75 years. In 1965 Reddy Group formed Tanoa Hotel Group which has been active across the South Pacific for over 60 years. With 8 Tanoa Hotels operating across Fiji, Samoa and Tonga, Tanoa Hotels are a leading choice for locals, businesses and sports teams. With a strong commitment to social responsibility and philanthropy, we support some of the most vulnerable communities across the South Pacific through the Reddy Foundation. Established in 2015, the Reddy Foundation supports people, projects and organisations that bring about meaningful social and environmental change. Our key focus areas include education, health, poverty relief and ecological initiatives. People remain the heart of Reddy Group’s success and our driving force across our interwoven businesses.

501 to 1000 staff

The Property Store

One stop shop for property investors, buyers and sellers, specializing in Creative Property Solutions- 0800webuyhouses - Future Homeowners - Lake Taupo Property Management Based in Taupo, cover the Bay of Plenty area. Investors working for Investors.

1 to 10 staff

Tumu

It was 1975 when bushman and farmer Hugh O’Sullivan began milling and selling timber from his farm, before then setting up a lumber yard in Dannevirke. At age 17, son John joined the business and today, Tumu is one of the largest privately owned businesses in Hawke’s Bay, employing over 600 staff. Over nearly 50 years, Tumu Group has strategically expanded and diversified our business, not only in Hawke’s Bay and the wider East Coast regions, but across New Zealand. These business interests included building supplies, sawmilling, timber manufacturing, financing, property development, retirement villages and import and distribution. Everything about the Tumu business reflects strong family-focused values and through sponsorships and our connection with the Evergreen Foundation, the Tumu has been able to give back, supporting local arts, sports and events, and communities via education and poverty relief initiatives, including support for those severely affected by Cyclone Gabrielle.

501 to 1000 staff

Hamilton Hindin Greene

HHG is one of New Zealand's most respected financial service companies and is based in Christchurch. Hamilton Hindin Greene has a proud history. We trace our roots back over 125 years. An amalgamation of five sharebroking practices - working with retail, corporate and institutional clients to increase wealth and achieve their financial goals.

11 to 50 staff

Soul Capital

We don’t segment impact. We integrate it, everywhere. With a multi-asset approach to impact, Soul Capital is pioneering impact investment across venture capital, debt, and real assets. We fund high-integrity solutions to systemic challenges - climate, equity, regeneration - through a diversified strategy designed to unlock outsized, enduring impact.

1 to 10 staff

Te Ahumairangi Investment Management

We want to do the right thing for our investors. This includes keeping fees low and adhering to a rigorous investment approach. Together, this combination should achieve better than market returns for investors over the long-term. We also pay a lot of attention to limiting downside risk and believe that the portfolios we manage should hold up better than the market during downturns. Your investing dollars can now access the world in an intelligent manner at fair fees.

1 to 10 staff

Kiwi Wealth, Now Part Of Fisher Funds

Kiwi Wealth is now part of Fisher Funds. Stay up to date on what's changing here https://fisherfunds.co.nz/kiwi-wealth

51 to 200 staff

Topdown Charts

Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We focus on providing meaningful and useful investment insights to multi-asset investors. Topdown Charts covers multiple economies, markets, and asset classes with a distinct chart-driven focus to bring actionable insights to investors, portfolio managers, and investment professionals. The perspective is that of an investor, and the multi-asset scope lends itself to both asset allocators and asset class specific portfolio managers. Institutional Investment Research Service. We deliver the following to fund managers and investment professionals-Investment ideas (big picture asset allocation calls and specific ideas that are often missed)-Risk management input (identify key risks both near and pressing, and on the far horizon)-Meaningful macro insights (gain perspective, pragmatic guidance: no sensationalism)-Asset allocation research (cutting edge studies to help advance the field) The service is report-based (with assistance and counsel on request)-Weekly Macro Themes (holistic ideas and insights)-Global Cross Asset Market Monitor (sentiment & technicals)-Market Cycle Guidebook (medium-term perspectives)-Quarterly Strategy Pack (bringing it all together)

1 to 10 staff

Aotea Asset Management

Aotea Asset Management (AAM) is a New Zealand owned and operated private credit manager. We provide debt financing solutions to New Zealand corporate and commercial businesses and private equity sponsors. Our diversified corporate loan portfolio provides stable, fixed income style returns for investors, underpinned by a focus on capital protection. AAM's strategy is to optimise portfolio credit quality, returns and rate of deployment by targeting those lending segments that provide the most attractive market opportunity in New Zealand. As a domestically owned, operated and focused private credit fund manager, AAM is committed to developing and supporting New Zealand’s alternative funding market.

1 to 10 staff

Fortland Capital

Fortland is a specialist manager established to bring access to land investment opportunities that have the potential for future urban development.

11 to 50 staff

Harbour Asset Management

Founded in Wellington in 2009, Harbour Asset Management is one of New Zealand’s most highly rated investment managers. We take pride in delivering market-leading investment outcomes for our clients. Our clients include KiwiSaver funds, charitable trusts, iwi, government institutions, corporate superannuation funds, financial advisers and high net worth individuals. We offer a suite of PIE managed funds, and specialise in managing Australasian equity, New Zealand fixed interest and multi-asset portfolios. Sustainability is an integral part of both our investment process and our team values. Harbour is a market leader for integrating ESG research into our investment process, and we have been signatories to the UN Principles of Responsible Investment since August 2010.

11 to 50 staff

Infratil

Launched in 1994, Infratil Limited is a New Zealand headquartered, global infrastructure investment company (NZX: IFT, ASX: IFT). Our purpose is to invest wisely in ideas that matter and, in doing so, create long-term value for our shareholders. We invest in renewables, digital infrastructure, healthcare and airports, with operations in New Zealand, Australia, Europe, Asia and the United States. With group assets currently in excess of NZ$10 billion, we target returns to shareholders of 11-15% p.a. over the long-term.

1 to 10 staff

Pmg Funds

Securing financial freedom for New Zealanders. With a track record of stability, continuity and performance, we value growing relationships as much as we value growing returns. We invest alongside our clients, sharing both the risks and returns, so our directors and team have skin in the game too. That’s what we mean when we say, We’re Invested. Founded by Denis McMahon in 1992, as a specialised property management service for owners of commercial and industrial properties, he was one of the pioneers of the property syndication industry, with his first commercial syndication in 1994. With over 28 years of history, PMG truly is the sum of our parts – our people and properties, but most importantly the people who’ve invested their trust in us. We have third-generation customers who trust us to grow their wealth because we did right by their parents, and their parents before them. It’s well-known that no one cares for your property and possessions as much as you do. That’s why we don’t outsource property management services. Our team are some of the best asset and facilities managers in the country, proactively looking at how to add value to properties (your investment) and ensuring they are maintained and cared for just like your family home. Now that’s adding value. We live and breathe property. It’s the expertise, talent, and passion of our people that has enabled us to thrive through multiple economic cycles and natural events, servicing all aspects of property investment and management.

11 to 50 staff

Quaystreet

QuayStreet offers a range of diversified and sector specific investment funds for investors. Our specialists seek to deliver superior investment returns for our clients by actively managing the funds

1 to 10 staff

Roa

At Roa we care deeply about the long-term sustainability of Wānaka because it’s where we live. That means creating a built environment where spaces can adapt and evolve, with collective good as the priority. We masterplan and deliver commercial districts that embrace and strengthen Wānaka’s unique sense of place, through considered design and some of the highest sustainability standards anywhere in the world.

1 to 10 staff

Visionwest Home Healthcare

VisionWest Home HealthCare provides home healthcare services in the Auckland region, both on the North Shore and in West Auckland, throughout the Waikato, Rotorua/Lakes District and Bay of Plenty. With skilled and trained support workers, VisionWest provides a range of services tailored to meet individuals needs.

11 to 50 staff

Afc Group Holdings Ltd Nzx Afc

AFC GROUP HOLDINGS LIMITED (AFC) is a listed company on the New Zealand Stock Exchange (NZX), stock code: AFC. The company is headquartered in Auckland. It is a diversified group specialising in food research and development, manufacturing, marketing and cross-border trade. It has a sales network throughout New Zealand, Australia and China. AFC is one of the few New Zealand listed companies that offer high-quality products to Chinese customers through cross-board business. AFC owns National Dairy Group limited, AFC Longview Ltd, AFC GoGlobal E-Commerce Ltd, AFC Biotechnology Manufacture Co Ltd, AFC Education Investment Ltd, and AFC International Trading Company Ltd. AFC group has a strong policy of integration of all subsidiary companies, which creates significant business advantages. AFC is a New Zealand Accredited Employer, a CAANZ and an ACCA Approved training enterprise.

11 to 50 staff

Bcc Limited

BCC helps build clever companies. As New Zealand's specialist business development organisation for start-ups in agriculture, agri-tech and agri-food it also uses its expertise in tech transfer, start-ups and investment to help entrepreneurs and innovators in all industries take products to market.

1 to 10 staff

Canterbury Property Investors' Association

Keen to connect with other property investors in Canterbury, hear their strategies for success and access exclusive industry discounts, plus have some fun attending events and networking along the way? Then you are in the right place.

1 to 10 staff

Diligent Wealth Management

Our primary focus is on UK pension transfers and the ongoing investment and management of your funds after a transfer to New Zealand. Alongside this we offer a retirement planning service that will help you reach your wealth goals. We are here to help answer your questions about the benefits and pitfalls surrounding pension transfers and provide solutions that meet your long-term financial goals. Importantly, it's not just about the transfer, it’s about where your pension transfer ends up. We match you with the right scheme and the right funds that meet your investment preferences and desired outcomes. Once your UK pension transfer is established in its new home here in New Zealand it’s our job to ensure your transferred UK pension is working hard to provide for your long-term financial wellbeing. Our services are independent and our relationships with a range schemes ensures you get your UK pension transfer right the first time.

1 to 10 staff

I-Select

Many people move countries during their lives but leave their retirement savings and investments stranded offshore. At i-Select, we help people living in New Zealand and Australia bring their global wealth closer to home — improving visibility, control, and long-term financial outcomes. Our niche expertise lies in transferring UK pension funds into QROPS (Qualifying Recognised Overseas Pension Schemes) compliant and New Zealand regulated superannuation schemes. We coordinate the process end-to-end, providing clear guidance and managing tax, regulatory, and administrative requirements with precision. Whether you’re an individual seeking peace of mind or a financial adviser supporting clients with cross-border retirement planning, our experienced team makes the journey straightforward. We work closely with advisers, accountants, and custodians to ensure each transfer meets both UK HMRC and New Zealand IRD rules— reducing risk and maximising tax efficiency. Recognised as one of New Zealand’s leading specialists in cross-border wealth management, superannuation transfers and global tax administration, i-Select has helped thousands of returning New Zealanders and newly arrived migrants achieve confidence and compliance in their retirement planning. Bring your offshore pension closer to where you live. Gain clarity, control, and confidence — with i-Select.

1 to 10 staff

Kokiri Marae Keriana Olsen Trust

51 to 200 staff

Rangatira Investments

Rangatira is New Zealand’s leading long-term investor in private business Rangatira has a rich and productive history of investing in leading New Zealand companies. With a permanent asset base, we invest for the long-term alongside business owners to build superior companies and brands. Our aim is to partner with the best business leaders to grow New Zealand companies to generate dividend income and asset growth for our partners and shareholders.

501 to 1000 staff