Our latest ideas & insights
Keeping you informed of important trends and how they impact our investment decisions.
Alvarium and Pathfinder appoint new Chief Investment Officer
We’re proud to announce the appointment of David Lewis as Chief Investment Officer across both Alvarium and its sibling company, leading ethical KiwiSaver and managed fund provider, Pathfinder.
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Quarterly Investment Update March 25
A tsunami of uncertainty and tension has flooded economies and markets alike, thanks to the sheer scale and speed of the tariff rollout. World leaders are readying for a painful battle, market volatility is up, and investor sentiment is down. The expected slowdown in the US economy, and the massive upheaval to global trade, strengthen the case for diversification in portfolios and funds.
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Rātā Foundation acquires 25% stake in Alvarium Wealth and Pathfinder
We are delighted to announce that the Rātā Foundation has acquired a 25% stake in Alvarium (NZ) Wealth Management Holdings (Alvarium) – which owns Alvarium Wealth and Pathfinder.
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Invest in New Zealand: AIP migrant visa
The team at Alvarium are passionate about helping migrant investors feel welcome in New Zealand. Alongside managing your investment funds, we go the extra mile to help you, and your family settle into New Zealand life. As of 1 April 2025, the new Active Investor Plus (AIP) visas will incorporate a reduced deployment timeframe, no English language requirements and two "simplified" investment categories. Find out more about the AIP visa here.
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