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.

David Lewis joins Alvarium and Pathfinder with a strong investment track record, combining experience with large market-leading investment funds across multiple asset classes, with a deep commitment to best practice sustainability, governance and values-based investing.

His extensive experience includes supporting commercial and team growth for almost a decade at both Milford Asset Management and Bank of America. He recently completed a Masters in Sustainability Leadership from Cambridge University, and his experience with research and non-profit work related to climate change makes him a natural fit to spearhead the investment strategy for both companies.

The appointment comes as almost half (49%) of respondents in a Responsible Investment Association Australasia survey said they will consider changing to ethical funds within the next five years, signaling a new chapter of growth for Alvarium and Pathfinder. In his new role, Lewis will prioritise delivering excellent investment outcomes for Alvarium clients, expanding both Alvarium and Pathfinder’s investment teams by attracting top talent and reinforcing the advancement of Pathfinder as the vanguard of ethical investing.

“It’s rare to find a role that aligns personal wealth creation with collective wellbeing, and I can’t wait to further the positive impact that we can deliver for our clients and broader community.” says David Lewis, CIO at Alvarium and Pathfinder

Commenting on the new appointment, Malcolm McKinnon, CEO of Alvarium, said,

“We’re delighted to welcome David. His track record of delivering exceptional results paired with a deep understanding of values-based investing makes him the ideal leader to guide our future investment strategy.”

Lewis takes over the role from Wayne Ross, who has acted as the interim CIO over the past year as Alvarium added depth to the investment team with a number of new hires. Commenting on David’s appointment, Ross said,

“We have been managing investment portfolios for Alvarium’s high net worth clients for over 20 years and I am confident that David will deliver outstanding outcomes which assist our clients to achieve their wealth objectives.”

Wayne remains involved in strategic growth initiatives for the wider group, and will ensure a smooth transition of investment responsibilities.

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1 Source: Voices of Aotearoa: Demand for Ethical Investment in New Zealand 2025 Report

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