Background

Since 1988, we’ve helped thousands of individuals, families and trusts build long-term wealth. We’re fund managers and financial advisers. We’re partners in managing your wealth.

NZ Funds was formed in 1988. Our original mandate was to manage and grow the superannuation scheme for Lion Nathan’s employees.

At the time, New Zealand investment managers were navigating the fallout from the October 1987 share market crash. New Zealand investors had been hit particularly hard given the comparatively small local market and the concentration of investing in a handful of companies.

NZ Funds’ founders decided that a diversified, global approach was best placed to deliver dependable long-term investment returns.

As at 30 September 2026

As well as developing specialist inhouse investing capabilities, NZ Funds’ founders built relationships with leading global investment managers and began investing some of our clients’ savings with them.

This diversified the growth opportunities for New Zealand investors and it spread risk, so a fall in one market, such as the New Zealand Stock Exchange, could be mitigated by stronger performance in others. This is a philosophy we still pursue today, and many of those original investment relationships are still in place.

Rather than moving into banking or insurance, we remain exclusively focused on wealth management. We now have a national network of financial advisers, we’ve developed new technologies and investment strategies, and we continue to work with some of the best investment managers in the world.

Every investment decision we make is considered for its impact on society and the environment. We take this approach because it’s the right thing to do. But we also believe responsible investing will enhance long-term results for our clients.

As global financial markets enter a new investment cycle, we remain committed to our foundational principle:

To transform the retirement outcomes of New Zealanders by balancing diversification, global growth opportunities and risk management. 

We’re New Zealand’s partners in growing long-term wealth