For investors

It’s most likely that you are here because your adviser has partnered with NZX Wealth Technologies as their wrap provider and/or custodian, and you would like to know what this means for you as an investor. We want to make sure you feel confident that we provide a market leading solution for managing your investment portfolio, and have a track record for being a reputable, quality-focused Wrap Platform provider in the New Zealand market.

 NZX Wealth Technologies is one of the fastest growing investment platforms in the New Zealand market. We currently have approximately $14billion in funds under administration (FUA), and throughout 2024/2025 will see this number grow exponentially with our current contracted new business projects. Collectively, we work with hundreds of advisers and wealth managers and manage investment portfolios for thousands of investors.

 We are 100% owned by NZX Limited, New Zealand’s stock exchange. This ownership ensures we have strong governance and a carefully considered risk framework.  NZX is a well-respected entity, strictly following the regulations of a financial market. We take our obligations to investors seriously - all our processes and systems are configured in compliance with current rules and regulations. NZX Wealth Technologies are subject to regulation under the Financial Markets Conduct Act (FMCA), as well as an annual controls audit.

 Your adviser has access to a wide range of local and international investment assets using our platform. Your investments will be pooled with others, minimising fees, and also gaining access to many investments not otherwise attainable to a retail investor. We have relationships with external brokers, registries, and banks to facilitate all aspects of client trading. Our platform provides your adviser with state of the art technology and tools to ensure that they are best equipped to monitor, manage and report on your investments.

 If your investments are held in custody with our nominee, they are held by a custodian that is independent of your adviser. You will receive regular independent reporting from your custodian confirming your holdings and transaction history.

 Tax processes are simplified with a comprehensive tax report. All relevant tax withholding events are carried out throughout the year and summarised within your tax pack.