(Not affiliated with Fisher Funds)

Fisher Investments New Zealand provides services to wholesale investors only. Fisher Investments New Zealand is part of the global Fisher Investments group of companies founded by Ken Fisher in 1979, headquartered in the United States and managing over $679 billion for over 200,000 clients around the world as of 31/03/2026. Clients must have $1 million or more in specified financial products.

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Fisher Investments New Zealand provides investment management services to wholesale clients in New Zealand with portfolio management provided by our US parent company, Fisher Investments. Fisher Investments was founded in 1979 by Ken Fisher. Fisher Investments New Zealand—part of the Fisher Investments group of companies—serves the investment needs of wholesale investors, businesses and institutions. Fisher Investments and its affiliates manage over $679 billion for 200,000 clients around the world.*

*As of 31/03/2026. Assets under management is in New Zealand dollars. Includes Fisher Investments and its affiliates.

To be a wholesale investor, you must meet one of the following requirements:

A.
A minimum investment of $1 million or more in tradeable assets (excludes cash, term deposits and KiwiSaver).
 
 
B.
Total net assets exceeding $5 million at the end of the two most recent financial years.

Fisher Investments Australasia Pty Ltd, an Australian company (ABN 86 159 670 667) licensed in Australia (AFSL 433312) to provide services to wholesale clients only, uses the trade mark Fisher Investments Australia® and, in New Zealand, operates as an overseas company (NZBN 9429052507656) using the trading name Fisher Investments New Zealand to provide services to wholesale investors only. Fisher Investments Australasia Pty Ltd outsources portfolio management to its parent company, Fisher Asset Management, LLC (AR 001292046), which does business in the United States as Fisher Investments. Investing in equities and other financial products involves the risk of loss.

Level 12, 20 Martin Place, Sydney, NSW 2000, Australia | 0800 420 017

No cost and no obligation beyond completing a short request form and brief survey.

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