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.
Excecutive Chair Debra Birch said, “IWIinvestor 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”
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.”