NZX Wealth Technologies is one of the fastest growing platforms in the market with over $7billion in funds under management. We work with hundreds of advisers and wealth managers and manage investment portfolios for thousands of investors.
We are 100% owned by NZX Limited (NZX), 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.
Your adviser has access to a wide range of local and international investments 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.
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.