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Alvarium doubles down on Pathfinder

Alvarium doubles down on Pathfinder
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Alvarium Investments | Scoop InfoPages

Thursday, 18 March 2021, 10:20 am | Alvarium Investments Alvarium today announces it has taken full control of the award-winning ethical investment manager Pathfinder Asset Management, combining the two organisations into a private wealth leader overseeing more than $500 million in assets in New Zealand. . More Thursday, 21 March 2019, 8:57 am | Alvarium Investments Thursday 21 March 2019: Alvarium Investments (formerly LJ Partnership), a leading independent global investment boutique, today announced the acquisition of Iskander, an asset manager dedicated to large private investors, giving it a presence in France . More  

Alvarium And Pathfinder Merge Creating Wealth Management Leader

Thursday, 18 March 2021, 10:20 am Alvarium today announces it has taken full control of the award-winning ethical investment manager Pathfinder Asset Management, combining the two organisations into a private wealth leader overseeing more than $500 million in assets in New Zealand. Alvarium Wealth is acquiring the outstanding 49% of Pathfinder Asset Management it did not already own, primarily from Pathfinder Co-Founders John Berry and Paul Brownsey, who respectively become the Chief Executive and Chief Investment Officers at Alvarium Wealth New Zealand. Paul and John will also take a 30% shareholding in the combined New Zealand wealth business. The acquisition of the stake integrates Pathfinder into the

ANZ Bank, investment firms back $100 million social housing fund

STACY SQUIRES The first tranche of units in a new 90-home community housing project developed by Ōtautahi Community Housing Trust in Christchurch are ready to open. (First published January 2021) A major bank and investment firms have bought bonds in an affordable housing fund, which is more than halfway to reaching its $100 million goal. The bond scheme, The Aotearoa Pledge, is being run by Community Finance which works to raise private and philanthropic capital for social and affordable housing built by community housing providers. The pledge is its most ambitious plan yet, and investors include ANZ Bank, Waikato’s WEL Energy Trust, Generate KiwiSaver, Pathfinder Asset Management, Forsyth Barr and the Lindsay and Claire charitable foundations.

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