Alvarium Investments

Overview

Alvarium provides investment advisory, wealth management, real estate, and impact-investing services. Its alternative-investment capabilities include private wealth partnerships, direct investments, real estate, private equity, and corporate finance.

The firm serves high-net-worth and ultra-high-net-worth private investors, large-scale professional investors, individuals, trusts, charities, family offices, and foundations.

History

Alvarium Investments (NZ) Limited was formed in 2018 through a partnership between Gough Investments and Alvarium Investments UK. The partnership gave New Zealand clients access to investment services, expertise, and global connections.

Alvarium describes its heritage as combining multiple mergers and acquisitions, bringing together different experiences and perspectives to pursue client outcomes.

Leadership

Andrew Williams is CEO and Director. Alvarium says he co-founded its predecessor business in 2009 and started Alvarium Investments New Zealand in 2017.

Malcolm McKinnon is COO and Director.

Services

Alvarium’s services span investment advisory, wealth management, real estate, impact investing, private wealth partnerships, direct investments, private equity, and corporate finance.

What the firm offers

• Investment management
• Philanthropy
• Private and alternative investments

Client Focus

The firm works with high-net-worth and ultra-high-net-worth private investors, large-scale professional investors, family offices, foundations, trusts, charities, and individuals.

Approach

Alvarium combines varied ideas, opportunities, and trusted networks into financial strategies aligned with each client’s goals, wealth protection, and growth.

Regulatory Status

The Financial Markets Authority lists Alvarium Investments (NZ) Limited as an AML/CFT reporting entity.

FAQs

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Sources

1. alvarium.co.nz Research source
2. alvarium.co.nz Research source
3. alvarium.co.nz Research source
4. fma.govt.nz Research source

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.