Our latest ideas & insights
Keeping you informed of important trends and how they impact our investment decisions.
The $260 billion wake-up call: why July 2025 will affect New Zealand investors
The introduction of the Depositors Compensation Scheme (DCS) on July 1, 2025, provides a new level of security for deposits, which might inspire investors to review their strategies and whether their current approach is meeting their needs.
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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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