April 24, 2019
Investment firm targets Māori
Taupo-based investment and financial advisory provider IWIinvestor says it has increased assets under management over the past year to $150 million, and it hopes to reach the billion dollar mark within five years.
Executive chair Debra Birch says charitable trusts and Māori entities are actively seeking investment partners who embrace their values and can deliver market leading outcomes.
They also want low cost, independent, socially responsible portfolios that acknowledge their risk profile.
During the past year IWIinvestor has helped 10 Tūwharetoa entities set up Te Puia Tāpapa direct investment fund so they can invest as one, and provided the opportunity for clients to invest in an infrastructure bond for a new gondola at the Whakapapa ski field which opens later this year.
Investment firm targets Māori
Taupo-based investment and financial advisory provider IWIinvestor says it has increased assets under management over the past year to $150 million, and it hopes to reach the billion dollar mark within five years.
Executive chair Debra Birch says charitable trusts and Māori entities are actively seeking investment partners who embrace their values and can deliver market leading outcomes.
They also want low cost, independent, socially responsible portfolios that acknowledge their risk profile.
During the past year IWIinvestor has helped 10 Tūwharetoa entities set up Te Puia Tāpapa direct investment fund so they can invest as one, and provided the opportunity for clients to invest in an infrastructure bond for a new gondola at the Whakapapa ski field which opens later this year.
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