Alvarium is made up of mergers and acquisitions of multiple companies that share an entrepreneurial spirit and curiosity for wealth innovation. Our different experiences and perspectives are brought together with a lens on achieving good outcomes for our clients.
We believe in a better future for investing. One that prioritises our client’s interests and delivers better financial outcomes. A future that comes from a New Zealand base but has an extraordinary ability to deliver world-class outcomes.
We strive to be a place where interesting people meet, and connections are made. A place that is forward thinking and cares for our communities. We will always grow, nourish and prioritise the enduring relationships we have with the families, individuals and institutions that trust us. We will continue to empower our clients and share in their journeys as they grow with us.
Gough Investments is founded - the financial arm responsible for Ben and Pen Gough’s wealth protection and creation of a family business that spans 100 years.
Andrew Williams, Managing Director co-founds LJ Partnership.
Coming from an extensive international property background he wanted to employ a new approach to investing that ensured a cohesive alignment between adviser and client.
LJ Partnership undertakes a series of acquisitions on its journey to becoming Alvarium – a global multi-family office, co-investment partner, investment manager and corporate finance advisory boutique. It oversees more than $15 billion of assets for individuals, family offices, foundations and charities in multiple countries.
Alvarium Investments (NZ) Limited
A partnership is formed between Gough Investments and Alvarium Investments UK. This offers New Zealand clients access to a range of investment services and options, diverse expertise and global connections.
A series of mergers and acquisitions occurs to expand its global investment management business. This includes New Zealand Assets Management - a boutique high-network investment manager with over 20 years in business.
Inspired by a future where investing was ethical, Alvarium acquired ethical investment fund manager Pathfinder Asset Management to capture the demand for ethical investment. Following the acquisition, Alvarium and Pathfinder launch the Pathfinder KiwiSaver Plan. Pathfinder products balance the rational need to make money with the emotional desire to do good.
Alvarium acquires Newton Ross, an independent investment planning and financial advice provider to high net-wealth investors, charitable trusts and corporate investors. With over 20 years in business Newton Ross is renowned for its independent, specialist, private wealth management services. The relationship with Alvarium allows Newton Ross to expand their client offering.
The global Alvarium business merges with Tiedemann, a wealth advisers firm, resulting is a listed company called Alti, a far-reaching investment firm with $60 billion under management globally.
Alvarium NZ becomes proudly 100% New Zealand owned by New Zealand families.