Alvarium is a financial ideas boutique owned by New Zealand families. We offer bespoke, unbiased wealth and asset management services, investments and real estate opportunities.

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Contact us

If you’d like to speak to someone about investing and financial advice, please use the contact details below. We’d love to hear from you, and a member of our team will get in touch.  

We currently advise Individuals, Trusts, Charities, Family Offices, Foundations, and more.  

Email: contact@alvarium.co.nz
Phone: 09 973 5410

Existing client?

Please contact your Adviser directly. Alternatively, you can call the number above to be put through to the team.  


Complaint process

If you have a complaint, please contact: complaints@alvarium.co.nz

Please use this subject line for your complaint email: Attn: Senior Compliance Officer

We will reply to you within 2 working days (excluding public holidays and weekends). We will aim to resolve your complaint in a timely manner and will indicate to you how long the resolution may take.

If your issue is not resolved, you can contact our independent external dispute resolution scheme: Financial Services Complaints Limited (FSCL). FSCL will not charge a fee to investigate or resolve a complaint. Their contact details can be found in our FAP Statement and our Service Disclosure Statement (SDS).

FSCL’s contact details are:

fscl.org.nz
0800 347 257
FSCL, PO Box 5967, Wellington 6140

complaints@fscl.org.nz

Contact us

If you would like to discuss alternative investment strategies with us, we’d love to hear from you.

We currently work with individuals, trusts, charities, family offices, foundations, and more.  

Email: contact@alvarium.co.nz
Phone: 09 973 5410

Existing client?

Please contact us directly.

Helm Wealth Advisory client?

Contact invest@helmwealth.co.nz  

Phone: 09 358 1517
Website: helmwealth.co.nz

Key people

Shane Scott
Head of Real Estate
Bio

Shane as more than 25 years' experience in the property industry from markets including New Zealand, the United Kingdom, Europe and the Middle East.  He has extensive experience in raising capital, driving investment strategies for real estate fund businesses and managing value-add real estate transactions that include refurbishment, redevelopment and repositioning of assets.

Shane was previously a partner in Resolution Property, London where he was responsible for executing on EUR 4 billion of real estate assets across five funds in the United Kingdom, Poland, Germany, France, Spain, Portugal, Sweden, Belgium, Romania and Hungary.

After 20 years in London, he returned to Auckland at the end of 2021.

Shane graduated from Auckland University with a Bachelor of Property Degree.

Malcolm McKinnon
Chief Executive Officer of Alvarium
Bio

Malcolm's experience ranges across private and public companies, spanning a range of sectors including finance, energy, aviation, and space travel. Originally from Canada, he brings experience from multiple sectors and geographies.

Andrew Williams
Owner + Director
Bio

Andrew has a 40-year career in real estate and asset management that spans the globe. He has worked in Australia, Asia Pacific, the Middle East and London. Over this time, he has advised on projects in more than 30 countries and continues to be actively involved in multiple jurisdictions around the world.

Andrew was the founding partner and co-chairman of Alvarium from 2009. After successfully growing the global family office with 12 branches worldwide, he moved to Auckland where he started Alvarium Investments New Zealand (AINZ) in 2017. He is currently the Executive Director of Alvarium and oversees its real estate interests.

Andrew is passionate about youth development and is chair of The Prince’s Trust Aotearoa New Zealand. He is on the board of the Prince's Trust Group Co.

Nish Vyas
Managing Director Private Wealth
Financial Adviser, CFP
Bio

Nish joined Alvarium in February 2020 after working at BNZ Private Bank and Westpac Private & Wealth for 17 years looking after high-net worth clients and their families. Before coming to New Zealand, he worked with a Fortune 500 Oil company in India.

Nish focuses on Real Estate and Private Capital investments for Alvarium. He looks after the high-net-worth and ultra-high-net-worth clients besides diversified investment portfolios that span the Alvarium offering.

Nish is a registered financial adviser, has a Post Graduate Diploma in Personal Financial planning from the University of Waikato, and is a Certified Financial Planner. He was an international table tennis player and currently enjoys playing tennis competitively on the Auckland Tennis Circuit.


Complaint process

If you have a complaint, please contact: complaints@alvarium.co.nz

Please use this subject line for your complaint email: Attn: Senior Compliance Officer

We will reply to you within 2 working days (excluding public holidays and weekends). We will aim to resolve your complaint in a timely manner and will indicate to you how long the resolution may take.

If your issue is not resolved, you can contact our independent external dispute resolution scheme: Financial Services Complaints Limited (FSCL). FSCL will not charge a fee to investigate or resolve a complaint. Their contact details can be found in our FAP Statement and our Service Disclosure Statement (SDS).

FSCL’s contact details are:

fscl.org.nz
0800 347 257
FSCL, PO Box 5967, Wellington 6140

complaints@fscl.org.nz