(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 $776 billion for over 210,000 clients around the world as of 30/06/2026. 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 $776 billion for 210,000 clients around the world.*

    *As of 30/06/2026. 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.