Product Type
Investments + managed funds in New Zealand
15 NZ Financial Advice Providers are appointed to distribute investments + managed funds products, collectively employing 59+ registered advisers. 36 distinct product providers operate in this segment across the Public Disclosure Statements FA-NZ has on file.
Data current as of 2026-06-03. Coverage: ~52 of ~521 NZ FAPs (10%). Sources: FSPR + FAP PDS extracts.
Top product providers in investments + managed funds
Ranked by number of NZ FAPs distributing them.
- 1 Generate 2 FAPs
- 2 AMP 2 FAPs
- 3 Fisher Funds 2 FAPs
- 4 Milford 2 FAPs
- 5 NZ Funds 1 FAPs
- 6 Listed NZ and global markets 1 FAPs
- 7 Various issuers 1 FAPs
- 8 Third party fund managers 1 FAPs
- 9 Harbour Asset Management 1 FAPs
- 10 Jarden Securities 1 FAPs
- 11 Rutherford Rede 1 FAPs
- 12 Various 1 FAPs
- 13 BNZ Investment Services Ltd 1 FAPs
- 14 Smartshares Limited 1 FAPs
- 15 Karaka Management Limited 1 FAPs
- 16 Kowhai Private Equity No 1 LP 1 FAPs
- 17 Kowhai Private Equity No 4 LP 1 FAPs
- 18 NZ Social Infrastructure Fund 1 FAPs
- 19 Pohutukawa Private Equity V Limited 1 FAPs
- 20 Pohutukawa Private Equity VI Limited 1 FAPs
- 21 ANZ Investments 1 FAPs
- 22 Booster 1 FAPs
- 23 ADMINIS 1 FAPs
- 24 Simplicity 1 FAPs
- 25 Nikko AM 1 FAPs
NZ FAPs distributing investments + managed funds
Sorted by adviser headcount. Each FAP's panel may include providers beyond investments + managed funds.
- Craigs Investment Partners Limited 7 investments + managed funds providers: Smartshares Limited, Karaka Management Limited, Kowhai Private Equity No 1 LP, Kowhai Private Equity No 4 LP… 25 advisers
- Jbwere (nz) Limited 2 investments + managed funds providers: Harbour Asset Management, Jarden Securities 10 advisers
- Bank Of New Zealand 1 investments + managed funds provider: BNZ Investment Services Ltd 6 advisers
- Milford Private Wealth Limited 1 investments + managed funds provider: Milford 5 advisers
- Anz Bank New Zealand Limited 1 investments + managed funds provider: ANZ 3 advisers
- Sage Wealth Management Limited 3 investments + managed funds providers: Listed NZ and global markets, Various issuers, Third party fund managers 2 advisers
- Rutherford Rede Limited 2 investments + managed funds providers: Rutherford Rede, Various 2 advisers
- Invicta Financial Limited 2 investments + managed funds providers: NZ Funds, Generate 1 advisers
- Rival Wealth Limited 8 investments + managed funds providers: AMP, Fisher Funds, ANZ Investments, Booster… 1 advisers
- Amp Services (nz) Limited 1 investments + managed funds provider: AMP 1 advisers
- Fisher Funds Management Limited 1 investments + managed funds provider: Fisher Funds 1 advisers
- Cole Murray Group Limited 4 investments + managed funds providers: Booster Investments Management Limited, ANZ New Zealand Investments Ltd (OneAnswer), AMP Services Ltd, AMP Capital Investors (New Zealand) Ltd 1 advisers
- Advice 4 Life Limited 4 investments + managed funds providers: ANZ New Zealand Investments Limited, Booster Investment Management Limited, Generate Investment Management Limited, Milford Asset Management Limited 1 advisers
- FSP3961 1 investments + managed funds provider: Consilium NZ Limited 0 advisers
- FSP509126 2 investments + managed funds providers: Generate, NZFunds 0 advisers
Methodology
Product-type matching uses regex patterns over the product_types array extracted from each FAP's
Public Disclosure Statement product-panel section. An FAP appears on this page if at least one of their
disclosed product-provider relationships matches the type's pattern set.
Coverage
- Corpus: ~52 of ~521 NZ FAPs (10%). FAPs without PDS on file are not represented here.
- Confidence tier: C — LLM-extracted from PDS markdown by Claude. For original wording refer to each FAP's own publication.
- Product-type matching is intentionally generous to catch variant phrasing. False positives (e.g. a private-equity fund appearing under "investment") are possible.
Related
For B2B data buyers: Time-series of panel changes within investments + managed funds, cross-segment FAP queries, and bespoke segment-entry research are available as paid surfaces. Contact hello@financeadvisers.co.nz.
FinanceAdvisersNZ is a directory mirror of public NZ register and FAP disclosure data. We are not a Financial Advice Provider, do not provide regulated financial advice, and do not vet, verify, or endorse advisers.