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Māori-owned investment and financial advisory firm aims for $1 bill mark

Thursday, April 25th 2019, 9:28PM

Taupō-based IWIinvestor, plans to significantly expand its business over the next five years on the back of the growing Māori economy with a goal of getting to $1 billion in assets under management.

Excecutive chairman Debra Birch says the funds management and financial advisory firms is committed to being New Zealand’s leading Māori-owned investment and financial advisory services.

“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,” she says.

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.

Birch says, “A Māori economy conservatively estimated at between $8-10 million 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.

Tags: IWIinvestor

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