Alvarium acquires CP Wealth
Alvarium (NZ) Wealth Management Holdings Ltd (“Alvarium”), the parent company of Alvarium Wealth and Pathfinder Asset Management, is pleased to announce the acquisition of Auckland-based advisory firm CP Wealth. The two firms share strong alignment in values, purpose, and long-term vision.
Strengthening our commitment to client-centred growth
This strategic acquisition supports a shared commitment to prioritising client interests and delivering superior financial outcomes. 100% New Zealand-owned, Alvarium’s investment in
CP Wealth underscores its dedication to building a sustainable, client-focused wealth management business with deep local roots and a global outlook. For CP Wealth, the acquisition will provide enhanced service architecture, governance and risk management.
“The investment in CP Wealth reflects our long-term strategy to grow Alvarium’s capital base through partnerships with firms that share our values,” says Brett Gamble, Owner and Director of Alvarium. “CP Wealth’s advisers bring deep experience and a client-first philosophy that align perfectly with our mission to deliver best-in-class outcomes. We’re delighted to welcome Brigette and Brittany into the Alvarium family.”
About CP Wealth
Co-founded by Brigette Manaia, CP Wealth is built on a philosophy of financial empowerment and investing with conscience, with a particular focus on improving financial capability for women, trusts, and foundations seeking to align their investments with their purpose and values.
Brigette brings over 20 years of experience in New Zealand’s financial industry, having held senior roles at Fisher Funds, Knox Investment Partners, NZAM (now Alvarium), GHA, Private Wealth Advisers, and Cambridge Partners Limited - where she led the Auckland team before establishing CP Wealth.
She is joined by Brittany Jackson, a financial adviser and finance professional with more than a decade of experience in financial analysis, estate and trust management, and commercial strategy.
Continuity and confidence for clients
Brigette and Brittany join Alvarium’s team of wealth advisers, maintaining their client relationships. Clients can expect the same high-quality advice and personalised service, now supported by Alvarium’s broader resources, research and compliance capabilities.
“We’re excited to join Alvarium and continue serving our clients with the same care and attention they’re accustomed to,” says Brigette Manaia, co-Founder of CP Wealth. “Being part of Alvarium allows us to deliver even greater opportunities and insights to help clients achieve their financial goals.”
A stronger platform for the future
This acquisition lifts Alvarium Group’s total assets under management to approximately NZD $4.7 billion. Together with the earlier acquisition of Salt Funds in September, these firms create meaningful scale and new efficiencies, broadening the range of high-quality investment strategies available to clients and strengthening the Group’s position as one of New Zealand’s leading boutique wealth management firms. The integration of CP Wealth represents a significant milestone in both companies’ long-term strategy to build enduring partnerships that deliver exceptional value, confidence, and outcomes for clients.
