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Alvarium (NZ) Wealth Management Holdings Ltd (“Alvarium”), the parent company of Alvarium Wealth and Pathfinder Asset Management, is pleased to announce the acquisition of Auckland-based advisory firm CP Wealth. The two firms share strong alignment in values, purpose, and long-term vision.   Strengthening our commitment to client-centred growth This strategic acquisition supports a shared commitment […]

Kiwi investors are being caught by a new “pump and dump” scam, says the Financial Markets Authority (FMA). FMA Director of Markets, Investors and Reporting, John Horner says: “As we start World Investor Week, aimed at educating and protecting investors, it is timely to remind Kiwi investors about this latest version of the deepfake impersonation

Our latest issue of Financial Digest is out now. Click on the link below to read an online copy. This issue discusses the quarter to 30 June 2025 and contains great articles to help keep your investments on track.

The path to success in many areas of life is paved with continual hard work, intense activity and a day to-day focus on results. In long-term investment, however, that philosophy is turned upside down. The Chinese philosophy of Taoism has a phrase for this: “wei wu-wei”. In English, this translates as “do without doing.” It means that

The Reserve Bank of New Zealand (RBNZ) has begun cutting interest rates since August, which will provide relief to borrowers, but savers wonder how it will affect their Term Deposits. At CP Wealth, we believe that interest rates will steadily decrease over the next year, but savers will still have opportunities to capture returns. We

The team at CP Wealth wish you the very best for the holiday season. Our office will be closed from Christmas Eve, reopening on Monday, 6 January, 2025. If you require any support over this time, please contact Jenaia Clarke on 021 917 556 or jenaia@cpwealth.co.nz.