IWIinvestor targets assets under management of $1 billion in five years
Taupō-based IWIinvestor, the investment and financial advisory provider plans to significantly expand its business over the next five years on the back of the growing Māori economy.
Executive Chair Debra Birch said, “IWIinvestor is committed to being New Zealand’s leading Māori-owned investment and financial advisory service.
“Charitable trusts and Māori entities are actively seeking investment partners who embrace their values and can deliver market-leading outcomes from low cost, independent, socially responsible portfolios that acknowledge their risk profile”
Over the past 12-months, IWIinvestor has achieved a number of milestones including increasing total assets under management to over $150 million, assisting the collectivisation of 10 Tūwharetoa entities in order that they can invest as one in the new Te Pūia Tāpapa direct investment fund, and providing the opportunity for clients to invest in the impact infrastructure bond for a new gondola which is to open later this year at the Whakapapa ski field.
Debra Birch says, “A Māori economy conservatively estimated at between $8-10 billion coupled with the need to diversify investment portfolios has created the platform to substantially increase the scale of the IWIinvestor business.
“IWIinvestor is well-positioned to meet those needs. Moreover, protecting and growing the wealth of our clients will result in a significant increase in the scale of the IWIinvestor business, which enable us to continue to maintain a low fee base for investors.
“Looking forward, we aspire to reaching $1 billion of assets under management in five years time.”
IWIinvestor protects and grows the wealth of clients. We are, Pou Tiaki i Ngā Rawa
IWIinvestor provides low cost, independent, and socially responsible investments that acknowledge each client's risk profile.
We currently deliver market-leading investment outcomes to clients including individuals, charitable trusts, Māori entities and investment organisations. On their behalf, we now manage $150 million providing financial portfolio advice and administration.
IWIinvestor is licensed by the Financial Markets Authority (FMA) as a Financial Services Provider.