Best Wealth Management Companies in 2026

Written By Paul Souliac

Finding the right wealth management company can make a big difference in building and protecting your assets. These firms offer expert guidance on investments, retirement, and more. In 2026, many people turn to trusted providers for personalised strategies that fit their goals. Whether you're starting out or managing a large portfolio, the best wealth management companies stand out for their reliable advice.

Discover the Best Wealth Management Companies in 2026 - Compound Wealth

What Makes a Good Wealth Management Company

A solid wealth management firm puts your needs first. They assess your risk level, often through tools like a risk assessment quiz, and create plans that match. Look for independence from product sales, so advice stays unbiased. Experience in local markets matters, especially in New Zealand where rules around KiwiSaver and pensions shape choices. Firms with strong teams provide clear communication and regular updates. They handle everything from daily investments to big life changes, like transferring funds from abroad.

Many firms offer tailored retirement planning to map out your future. Some focus on diversification across assets for stability. Check for transparency in how they operate and their track record in tough times. Good companies adapt to market shifts, using data to guide decisions. This approach helps clients feel secure about their financial path.

Benefits of Using Wealth Management Services

Professional wealth management brings peace of mind. It saves time by handling complex tasks, letting you focus on life. Experts spot opportunities you might miss, like smart asset allocation. In New Zealand, services often include UK pension transfers or Australian super transfers for expats. This ensures smooth moves without tax surprises.

Some services boost returns through diversified portfolios. They monitor changes in laws or the economy, adjusting as needed. Clients gain access to exclusive investments not available elsewhere. Overall, it leads to better outcomes compared to going solo. Pairing with options like KiwiSaver adds retirement boosts. Strong relationships build trust, making financial talks straightforward.

Best Wealth Management Companies in 2026

1. Compound Wealth - Best Wealth Management Company

Compound Wealth's private wealth services lead the pack in 2026 for independent, client-focused advice. Based in Mount Maunganui, New Zealand, this firm specialises in retirement and investment planning without ties to specific providers. They craft long-term strategies that build and protect wealth, serving clients across the country. With a team boasting over a decade in KiwiSaver and investments, Compound Wealth emphasises clarity, control, and goal-oriented plans. 

Their open-architecture approach means unbiased picks from top managers worldwide. Whether restructuring portfolios or projecting cash flows, they deliver personalised guidance that fits your risk and timeline. Standout is their nationwide reach and dedication to disciplined investing, helping many achieve financial freedom. Tease your future with strategies that turn dreams into reality, all backed by expert insights.

  • Custom strategies align with individual goals for steady growth.

  • Diversified portfolios reduce risks while aiming for strong performance.

  • Unbiased advice ensures the best fit without product pushes.

  • Detailed projections show realistic retirement scenarios.

  • Nationwide service makes access easy for all Kiwis.

About Compound Wealth

Compound Wealth is a leading financial advisory firm based in Mount Maunganui, New Zealand. Founded in 2017 by Adam, we specialise in personalised KiwiSaver advice and investment planning for Kiwis nationwide. 

Our mission: Deliver clarity, confidence, and better outcomes through bespoke strategies tailored to your life. We advise on over $130 million in assets, trusted by over 2,500 clients across the country.

Our Services

Discover expert financial solutions tailored for New Zealanders seeking optimised KiwiSaver advice, retirement planning, and private wealth management. As leading KiwiSaver advisers in Mount Maunganui, we help you maximise savings, transfer pensions, and build secure futures with personalised investment strategies.

KiwiSaver 

Investments

Why Choose Us?

  • Personalised approach: No one-size-fits-all funds.

  • Advanced cash flow modelling for future insights.

  • Access to global diversification and specialist strategies.

  • Over 10 years of expertise in KiwiSaver and investments.

  • Direct support from knowledgeable advisers like Adam and Bruce.

  • No call centres – just committed, ongoing guidance.

We use international research and proven methods to grow and protect your wealth effectively.

Ready to Take Control of Your Finances?

Book a free consultation with our experienced KiwiSaver and wealth advisers today.

2. Craigs Investment Partners

Craigs Investment Partners has established itself as a prominent wealth management firm in New Zealand since its inception in 1984. Headquartered in Tauranga, with offices spread across the country, it serves a diverse clientele including individuals, families, and institutions. The firm emphasises personalised financial advice, drawing on deep market knowledge to manage investments, retirement planning, and estate matters. Strengths include robust research capabilities and a commitment to client relationships, often recognised through industry awards for excellence in advisory services. 

However, as a larger organisation, it may sometimes prioritise structured processes that could limit flexibility for clients preferring highly customised or rapid adjustments to their portfolios. Craigs blends local insights with access to global opportunities, ensuring strategies align with New Zealand's economic landscape. Their approach incorporates sustainable investing options, appealing to those concerned with environmental and social impacts. Overall, the firm focuses on long-term wealth preservation and growth, supported by a team of experienced advisers who provide ongoing support through market fluctuations. This makes it a reliable choice for Kiwis seeking comprehensive wealth solutions, though the breadth of services might require more initial navigation for simpler needs.

  • Key features: Personalised portfolios, research-driven advice, retirement and inheritance planning, sustainable options.

  • Facts and information: Manages assets for many clients nationwide, with a history of strong community involvement and integrity in operations.

3. Forsyth Barr

Forsyth Barr, a New Zealand-owned investment firm with over 85 years of experience, operates from 25 offices across the country, headquartered in Dunedin. It offers a wide array of services including sharebroking, portfolio management, and in-depth market research. The firm stands out for its personalised advisory approach, catering to individual investors, families, and institutions with tailored strategies for wealth growth and protection. Strengths lie in its extensive local network and seasoned professionals who deliver award-winning analysis on New Zealand markets. 

Special programmes like Her Wealth target specific demographics, such as women, to empower financial decision-making. On the downside, the comprehensive service range might feel extensive for those seeking straightforward investment options, potentially leading to a steeper learning curve. Forsyth Barr prioritises sustainability through partnerships with local entities, helping clients diversify holdings responsibly. Their focus on KiwiSaver and pension options integrates well with national financial frameworks, providing stability in volatile times. This established presence ensures reliable guidance, though smaller clients might find the institutional lean less personalised at times.

  • Key features: Broad investment choices, market-leading research, KiwiSaver schemes, gender-specific programmes.

  • Facts and information: Aids many in achieving diversified portfolios, with a strong emphasis on local sustainability initiatives.

4. Milford Asset Management

Milford Asset Management, based in Auckland, New Zealand, manages funds for numerous Kiwis with a commitment to sustainable investing and long-term value creation. Established as a key player, it provides KiwiSaver plans, investment funds, and wealth management for high-net-worth individuals. The firm's global team leverages insightful decision-making and user-friendly online platforms to enhance client experiences. Strengths include active management techniques that have earned client satisfaction accolades, focusing on growth through diversified strategies. 

However, its preference for in-house funds can restrict options compared to more independent advisers, potentially limiting exposure to external opportunities. Milford supports community foundations, integrating social responsibility into its operations. Their approach suits those seeking dynamic adjustments in response to market changes, with easy access to tools for monitoring investments. This balance of innovation and reliability helps many build wealth effectively, though the fund-centric model might not appeal to all preferring broader selections.

  • Key features: Active fund management, online accessibility, community support initiatives.

  • Facts and information: Drives growth for many clients via strategic insights and sustainable practices.

5. Fisher Investments New Zealand

Fisher Investments New Zealand, connected to its US parent company founded in 1979 and headquartered in Plano, Texas, caters to wholesale investors with significant assets. It employs a top-down strategy analysing global economic drivers to manage outsourced portfolios. Strengths encompass independence from product sales, ensuring unbiased recommendations through a client-separated model that minimises conflicts. 

The firm offers personalised plans with global perspectives, ideal for those with international interests. Yet, as a US branch, it may not delve as deeply into New Zealand-specific regulations as local firms, possibly requiring additional local expertise for complex Kiwi matters. Fisher emphasises privately held status for focused decision-making, providing stability across decades. This suits investors seeking broad analysis, though the wholesale focus excludes smaller portfolios.

  • Key features: Custom wealth strategies, worldwide market views, conflict-free structure.

  • Facts and information: Oversees assets for many globally, backed by extensive experience.

6. Jarden

Jarden, an employee-owned firm headquartered in Auckland with trans-Tasman operations, connects clients to capital through innovative, client-centric solutions. It prioritises long-term success with an integrated team fostering creative strategies. Strengths derive from its ideas-driven culture and experienced professionals who deliver tailored advice. 

The firm excels in serving institutions and high-net-worth individuals, offering robust market access. However, its emphasis on larger-scale outcomes might better fit corporate needs over individual retail investors, potentially feeling less attuned to everyday financial planning. Jarden's ownership model aligns interests, promoting dedication to client goals across various markets.

  • Key features: Professional expertise, strategic creativity, employee-aligned ownership.

  • Facts and information: Supports many with capital connections in diverse sectors.

7. Vanguard

Vanguard, a pioneer in low-cost investing owned by its investors since 1975, headquartered in Malvern, Pennsylvania, US, provides mutual funds, ETFs, and advisory services worldwide. It highlights strong performance and cost efficiencies, appealing to long-term investors. Strengths include broad product ranges and retirement tools with insightful market data. Without a direct New Zealand office, Kiwis access via intermediaries, which can introduce extra steps. This global reach benefits diversified strategies, though local support might lag.

  • Key features: Extensive products, retirement planning aids, performance-focused insights.

  • Facts and information: Many funds excel over extended periods for global clients.

8. UBS

UBS, a global financial services provider headquartered in Zurich, Switzerland, operates in New Zealand focusing on investment banking and research. It creates value through expert execution and broad reach. Strengths involve societal contributions and employee focus, serving private and institutional needs. As an international bank, personal attention for smaller clients can vary. Present in many markets, it offers equities trading and advisory.

  • Key features: Trading in equities, comprehensive advisory, institutional support.

  • Facts and information: Excels in client and employee-centric operations across regions.

9. Fidelity Investments

Fidelity Investments, headquartered in Boston, Massachusetts, US, diversifies financial services with tech-driven security and personalisation. It aids customers through various products and solutions. Strengths feature comprehensive offerings using data analytics. Lacking direct New Zealand presence, access involves international channels, posing hurdles. Restricted regionally but supports diverse goals.

  • Key features: Planning tools, analytical data for users.

  • Facts and information: Assists many in achieving financial objectives despite regional limits.

10. Pie Funds Wealth Management

Pie Funds, a boutique adviser in Auckland, New Zealand, tailors portfolios to client lifestyles with global reach. It emphasises independent strategies and custom solutions. Strengths include holistic planning and personal focus, ideal for families. As a smaller firm, research depth may not rival larger entities. Helps align investments with dreams.

  • Key features: Comprehensive planning, selective investments.

  • Facts and information: Aids many families in realising goal-oriented wealth.

11. JBWere

JBWere Private Wealth Management, headquartered in Auckland, New Zealand, delivers strategic wealth solutions for high-net-worth individuals, families, and institutions. With a history over 175 years, it focuses on bespoke advice, protecting and growing assets through market insights and disciplined approaches. Strengths shine in personalised service, philanthropic support, and impact investing, partnering with for-purpose organisations. 

The firm aids migrant investors via the Active Investor Plus Visa, ensuring smooth transitions. However, its premium focus might suit larger portfolios better, with processes that could feel formal for casual investors. JBWere unites expertise from mergers, managing substantial client assets with a commitment to generations-long wealth.

  • Key features: Tailored advice, philanthropic services, migration support.

  • Facts and information: Manages wealth for many, emphasising positive societal outcomes.

12. NZ Funds

NZ Funds, based in Auckland, New Zealand, specialises in wealth management and portfolio solutions since 1988. It serves Kiwis with financial advice, KiwiSaver, and institutional services. Strengths include expert teams delivering goal-oriented plans, focusing on long-term growth without biases. The firm offers workplace literacy programmes, enhancing client knowledge. Yet, its specialised nature might limit broad appeal for those seeking diverse global options. NZ Funds emphasises clarity and control, aiding many in navigating investments.

  • Key features: Portfolio management, financial education, retirement focus.

  • Facts and information: Supports many with tailored wealth strategies.

13. Harbour Asset Management

Harbour Asset Management, headquartered in Wellington, New Zealand, founded in 2009, manages assets for various clients including KiwiSaver and institutions. It delivers market-leading outcomes with a focus on Australasian equities and fixed income. Strengths encompass integrated ESG research and consistent outperformance by experienced teams. The firm partners with global managers for diversified solutions. However, its scale might overwhelm smaller investors. Harbour prioritises transparency and sustainability.

  • Key features: Equity and bond strategies, ESG integration, multi-asset options.

  • Facts and information: Trusted by many large investors for reliable performance.

14. AMP New Zealand

AMP New Zealand, part of the AMP Group headquartered in Sydney, Australia, offers wealth management including KiwiSaver, investments, and pension services. With operations since 1854, it provides index funds for consistent returns. Strengths include low-cost options and responsible certifications, managing substantial assets. It focuses on tax strategies and retirement. As a large entity, personal touch can vary. AMP emphasises ethical practices.

  • Key features: Index investing, pension transfers, sustainable funds.

  • Facts and information: Serves many Kiwis with transparent, long-term solutions.

15. Alvarium Wealth

Alvarium Wealth, 100% New Zealand-owned, headquartered in Auckland, offers bespoke wealth services and alternative investments. It connects clients to global opportunities for protection and growth. Strengths lie in unbiased advice and proprietary products, serving families and foundations. Acquisitions enhance its capabilities. However, its boutique style might suit high-net-worth better. Alvarium supports migrant investors.

  • Key features: Advisory services, alternative strategies, real estate.

  • Facts and information: Manages assets for many, focusing on legacy planning.

16. Amanah Ethical

Amanah Ethical, based in Auckland, New Zealand, provides halal and ethical investing solutions. It manages KiwiSaver and unit trusts excluding harmful industries like alcohol and weapons. Strengths include strict ethical mandates ensuring transparency and social responsibility. As a boutique, it offers niche appeal. However, limited funds might restrict choices. Amanah prioritises community impact.

  • Key features: Shariah-compliant funds, ethical exclusions.

  • Facts and information: Appeals to many seeking values-aligned investments.

17. Booster Investment Management

Booster, headquartered in Wellington, New Zealand, founded in 1998, manages KiwiSaver and investments with ethical options. It invests in local innovation and communities. Strengths include specialist funds like innovation and property, aiding financial literacy. The app enhances management. As an innovator, it might involve higher risks in direct investments. Booster focuses on Kiwi growth.

  • Key features: Kiwi-centric funds, budgeting tools, UK pension transfers.

  • Facts and information: Helps many build resilience through diverse strategies.

18. Simplicity

Simplicity, a nonprofit headquartered in Auckland, New Zealand, offers low-fee index funds for KiwiSaver and investments. Owned by its foundation, it donates profits to charity. Strengths include ethical exclusions and build-to-rent housing initiatives. Passive management ensures consistency. However, nonprofit status might limit aggressive growth pursuits. Simplicity promotes financial dignity.

  • Key features: Diversified indices, low costs, social enterprises.

  • Facts and information: Manages billions for many, emphasising fairness.

19. Kernel Wealth

Kernel Wealth, based in Auckland, New Zealand, provides low-cost index funds and ETFs for diversified investing. It focuses on simplicity and accessibility via online platforms. Strengths include transparent fees and sector-specific funds like tech and sustainability. The firm empowers self-directed investors. As a newer player, it may lack the depth of established firms. Kernel aids wealth building.

  • Key features: ETF options, thematic investments, digital tools.

  • Facts and information: Supports many with affordable, modern strategies.

20. Nikko Asset Management

Nikko Asset Management New Zealand, headquartered in Auckland, manages equities, fixed income, and property strategies. Part of a global group, it emphasises active management and ESG integration. Strengths include research-driven approaches and wholesale services. However, its institutional focus might not suit retail needs perfectly. Nikko delivers sustainable outcomes.

  • Key features: Core and concentrated equities, bond options.

  • Facts and information: Oversees billions, with a commitment to responsible investing.

Trends Shaping Wealth Management in 2026

Sustainability drives many decisions now. Firms integrate green investments to match client values, like reducing carbon footprints. Tech plays a big role too, with apps for real-time tracking. In New Zealand, tighter regulations from the Financial Markets Authority push for better transparency. Many advisers use AI for predictions, but human insight stays key. Global events influence local markets, so diversification across borders helps. Some shift to passive strategies for simplicity.

How Wealth Management Fits with KiwiSaver

KiwiSaver complements wealth services by offering government perks for retirement. Many pair it with broader plans, like the global growth Bitcoin tilt KiwiSaver for innovative edges. Advisers review schemes to maximise benefits without overlaps. This combo builds stronger nests over time. 

Choosing Between Managed Portfolios and DIY Investing

Managed compound portfolios suit busy people wanting professional handling. They adjust automatically to markets. DIY appeals to hands-on types but risks mistakes. Pros use tools like compound pro for advanced insights. Weigh your comfort with risk and time.

FAQ

What services do wealth management companies provide?

Wealth management companies manage a range of financial areas, including asset allocation and estate planning to secure family legacies. They integrate insurance options with investment strategies for full protection against unexpected events. In New Zealand, these services often cover UK pension transfers alongside local retirement schemes like KiwiSaver for seamless growth.

How do I start with a wealth management firm?

Starting involves reviewing your current assets and setting clear objectives for the future. A risk assessment quiz helps identify your comfort with market fluctuations. From there, discussions focus on aligning plans with life stages, ensuring strategies evolve as needs change.

Why choose independent wealth advisers?

Independent wealth advisers offer flexibility by drawing from a broad selection of investment options without internal pressures. This setup promotes strategies centered on client priorities, like long-term stability over short gains. They provide ongoing education on market trends, building confidence in decision-making.

What role does technology play in wealth management?

Technology streamlines portfolio monitoring with secure apps that deliver instant updates on performance. It supports advanced modeling for scenario planning, showing potential outcomes based on economic shifts. Many firms combine this with personal guidance to balance data-driven choices and human judgment.

How does diversification work in wealth management?

Diversification spreads investments across various asset types to manage exposure to any single area. In wealth management, it includes mixing stocks, bonds, and alternatives like global growth Bitcoin tilt KiwiSaver for balanced exposure. This method adapts to personal timelines, supporting steady progress through different market conditions.

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Discover the Best Wealth Management Companies in 2026 - Compound Wealth

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