Exciting investment opportunity for those seeking residency in New Zealand.

Alvarium qualifies as an NZTE acceptable managed fund provider for Active Investor Plus migrant visas.

Migrant visa investment portfolios are designed to promote and support business growth and development in New Zealand. New Zealand Trade and Enterprise (NZTE) established a rigorous process to qualify various managed funds for this investment and we are pleased to announce our Alvarium Active Investor Managed Account recently qualified.

Our ‘accepted’ Alvarium Active Investor Managed Account is a licenced Discretionary Investment Management Service (DIMS) which offers flexibility for clients to create an entirely bespoke portfolio tailored to client’s risk tolerance and objectives. Our service offers the flexibility to choose from a range of managed funds that Alvarium have reviewed and recommend.

We can now offer clients wanting to enter New Zealand through Active Investor Plus migrant visas the following:

• Access to a diverse range of assets that meet the visas criteria.

• Access to direct investments into private companies.

• Access to an ethical NZ equity portfolio selected by our investment team.

• Access to philanthropic opportunities.

• One platform for reporting.

For more on this offering please get in touch.

Find out more about NZTE Acceptable Managed Funds

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