Investment News NZ

Scale KiwiSaver advice without sacrificing consistency or efficiency

David Chaplin — Wed, 07 Oct 2026 22:45:38 +0000

For many advice businesses, KiwiSaver can quickly become a significant part of the practice. As client numbers grow, so does the need for an efficient and repeatable advice process. OMNIMax’s KiwiSaver Adviser Tool helps advisers manage the entire KiwiSaver advice journey, from Fact Find through to Statement of Advice, client approval, and ongoing reviews. By... [Read More...]

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‘Acceptable’ visa funds face cull as Invest NZ cleans up

David Chaplin — Sun, 04 Oct 2026 10:30:35 +0000

In a belated national reputational risk management move, Invest NZ has tightened the criteria for ‘acceptable’ investments under the fast-track visa program aimed at wealthy immigrants. The Active Investor Plus (AIP) changes will see managed funds vying for a spot on the ‘acceptable’ list face closer scrutiny of underlying investments and marketing claims in what... [Read More...]

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Aegis-MMC-Apex veteran jumps to NZX platform

David Chaplin — Sun, 04 Oct 2026 10:00:17 +0000

The NZX-owned Wealth Technologies has landed a coup after hiring long-time investment platform specialist, Nikki Drew, from rival Apex. Drew joined Wealth Technologies as head of product at the end of last month after almost 30 years in key platform roles at Apex NZ and predecessor firms, MMC and Aegis. She was promoted to Apex... [Read More...]

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Generate pushes go on DIMS challenger model

David Chaplin — Sun, 04 Oct 2026 09:30:56 +0000

Generate has signed up six advice firms as seed clients for its newly launched discretionary investment management service (DIMS) as the KiwiSaver provider expands into portfolio-creation space. As reported this April, Generate established the DIMS entity in 2025 under the AdvicePal name, later switching to Onviser before settling on GoCIO as the official brand at... [Read More...]

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Metrics funds absorb valuation write-down as audit stoush ends

David Chaplin — Sun, 04 Oct 2026 09:00:16 +0000

Australian private credit manager, Metrics, is poised to reopen a series of funds following a conflict with auditors over valuations in three listed vehicles. Metrics halted trading in the three ASX-listed funds on September 28 after missing a deadline to file audited full-year accounts with spillover suspensions to unlisted products including a NZ-domiciled portfolio investment... [Read More...]

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Private equity drags GSF below reference line

David Chaplin — Sun, 04 Oct 2026 08:45:52 +0000

The now $6 billion Government Superannuation Fund (GSF) delivered above-budget returns during the 12 months to June 30 despite falling more than 4 per cent off its reference portfolio. According to the just-released GSF annual report, the fund “returned 13.5% in the year to 30 June 2026, net of investment management fees and before tax,... [Read More...]

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BNP clears way for global capital flow to NZ; Westpac opens funding line for new private credit player

David Chaplin — Sun, 04 Oct 2026 08:30:27 +0000

Offshore investors now have a cheaper, more efficient route to NZ markets after BNP Paribas was approved as a clearing partner for the local stock exchange last week, according to country head, Iain Martin. Martin said BNP Paribas, the first global provider to join the NZX cash market clearing panel, would significantly lower the cost... [Read More...]

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The REIT thing: Dexus eyes global listed property comeback

David Chaplin — Sun, 04 Oct 2026 08:15:07 +0000

Global listed property has been an unfashionable neighbourhood for NZ investors over the last decade based on Melville Jessup Weaver (MJW) data. As at June 30, 2016, the small cohort of wholesale managers lumped under global property in the MJW investment survey accounted for about $1.3 billion: by the same date this year, a small,... [Read More...]

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Nuveen-Schroders complete US$2.6tn marriage (but keep separate rooms for now)

David Chaplin — Sun, 04 Oct 2026 08:00:31 +0000

Nuveen finalised a US$13.5 billion takeover of legendary UK investment firm, Schroders, last week in a trans-Atlantic tie-up taking the joint US$2.6 trillion firm into top-10 territory. The cash deal inked this February ends the more than 220-year family-owned legacy of Schroders, founded as a merchant bank by Johann Heinrich Schröder, after dropping the umlaut... [Read More...]

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The changing face of custody in the Asia Pacific region

David Chaplin — Wed, 30 Sep 2026 20:25:29 +0000

As investment operations grow more global and complex, APAC investors are seeking custody partners that deliver integrated operations, data and local expertise. Elaine Tan and Gary O’Brien, BNP Paribas Securities Services business senior leaders explain… As APAC asset owners and asset managers expand beyond their home markets, they are accessing a broader opportunity set... [Read More...]

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Booster goes all-in on Lifetime; Fisher makes first direct play

David Chaplin — Sun, 27 Sep 2026 10:45:56 +0000

Independent financial advisers remain unfazed by the Booster bid for the Lifetime Group network, according to chief, Diana Papadopoulos. Papadopoulos said feedback to date on the Lifetime proposal has been “surprisingly positive”. “I think advisers recognise there is space for multiple models,” she said. In a statement, Paul Foley, Booster Group chair, also said the... [Read More...]

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Robertshawe to exit Octagon; QuayStreet bolsters investment team, board; FNZ adds local turnaround expert to board

David Chaplin — Sun, 27 Sep 2026 10:30:35 +0000

Octagon Asset Management chief investment officer, Paul Robertshawe, is to leave the business in December just five months after its purchase by SPH Wealth. Robertshawe will follow other members of the Octagon team, Jason Lindsay and Matt Hardwick, out the door as the $1 billion plus manager beds down in its new SPH (formerly Alvarium... [Read More...]

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