Apollinaris

Overview

Apollinaris is listed as a New Zealand financial service provider on the Financial Service Providers Register under FSP1002002.¹ The listing reports first registration in 2021 and gives the New Zealand Business Number as 9429048381772.¹ The firm describes its work as bespoke investment research and says it operates independently of traditional wealth management business models.² Its information and services are restricted to wholesale investors under clause 3(2) of Schedule 1 of New Zealand’s Financial Markets Conduct Act 2013.²

History

The firm’s website says its founder began advising other families in 2018.² The founder began a career at NZX and later worked at Morningstar in New Zealand, Hong Kong and Singapore.² In 2015, the founder returned to New Zealand to lead the sale of the family’s operating business.² After not finding a suitable wealth management solution for the family, the founder started a family office.² The website describes the family’s history as including commercial Lily of the Valley growing in Europe, flower shops and medicinal flora distribution in New Zealand.²

Timeline

1. 2013Its information and services are restricted to wholesale investors under clause 3(2) of Schedule 1 of New Zealand’s Financial Markets Conduct Act 2013.
2. 2015In 2015, the founder returned to New Zealand to lead the sale of the family’s operating business.
3. 2018The firm’s website says its founder began advising other families in 2018.
4. 2021The listing reports first registration in 2021 and gives the New Zealand Business Number as 9429048381772.

Leadership

The founder is described as having more than 10 years of experience in investment research and wealth management.² The available sources do not provide the founder’s name or a team size figure.¹²

Services

Apollinaris says it limits the number of clients and gives priority to research time over sales activity.² It works with lawyers, accountants and other specialists on structuring, compliance and intergenerational wealth planning.²

Its Independent advisor service is for families seeking an independent investment committee member or an objective review of investment ideas.² The service is also presented for families following a liquidity event who need help assessing wealth management options.²

The Partner client service covers wealth planning, risk level, asset allocation and client specific circumstances and wishes.² Partner clients receive access to investments in which the Apollinaris family invests, including negotiated fees, with ongoing monitoring.²

The Partner client: multi family office service is for families that retain control of investment choices and ownership of their assets while outsourcing investment administration.² It includes the Partner client service level together with investment administration and reporting.² Apollinaris states that it is not an investment manager.²

What the firm offers

• Financial planning
• Administration and bill pay

Client focus

The firm says its own family is among its clients.² It serves client families through its Independent advisor, Partner client and Partner client: multi family office services.² The website states that its services are intended for wholesale investors.²

Investment philosophy and approach

Apollinaris says it primarily recommends investments in which its family has significant wealth invested.² The firm states that recommended investments pay it no remuneration.² It says its income consists of its family’s investment returns and fees charged directly to client families.²

The firm says it avoids investments that it does not consider suitable as long term investments, regardless of market fashion.² It says each family’s objectives and comfort with risk inform the design of an investment plan intended to remain viable over time.²

FAQs

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Sources

1. Financial Service Providers Register listing for Apollinaris Limited , accessed 2026-10-23.
2. Apollinaris website , accessed 2026-10-23.

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.