Governance & Controls

We strive to have best practice operating systems and procedures when accepting, investing, managing and reporting back to clients, including:

  • We are licensed by the FMA to provide both Managed Investment Schemes and Discretionary Investment Management Services
  • We use the government owned Public Trust as our independent supervisor and custodian.
  • Clients' investments are priced daily by MMC an independent party.
  • All funds are independently audited by Deloitte.
  • All funds undergo a daily check by our operations team to ensure funds are within mandate, 
  • We have senior compliance expertise at Board level.
  • Our Investment Committee meets quarterly and provides an additional layer of oversight on the portfolios.
  • We have a client advisory panel to ensure the investment team remains true to the investment philosophy.