Investor visa portfolio
Investment solutions for visa applicants
We can provide portfolio advisory and management services on a wide-range of Acceptable Investments; supporting the investment requirements on a range of visas that allow you to come to New Zealand. This includes Active Investor Plus Visa and Parent Retirement Resident Visa.
Service overview
Investor Resident Visa knowledge
We have a long and successful track record in working with overseas clients and their Immigration Consultants to achieve residency through the Investor Resident Visa categories.
We engage regularly with Immigration New Zealand to ensure our approach is consistent with their requirements. This, combined with our experience in assisting investor resident visa applicants, enables us to give you professional, personalised and confidential advice to meet both your own investment objectives and those of the AIP visa.
Private market expertise
We are an experienced adviser on private market investments and our research team conduct a comprehensive due diligence process for all private market funds, including those that fit specifically within the AIP framework. We have supported a number of capital raises for investment in New Zealand private equity and venture capital funds.
We have long-established connections to funds that have either been approved by New Zealand Trade & Enterprise (NZTE) or have been assessed by Forsyth Barr to meet the criteria for acceptable investments.
New Zealand public market capability
Our public market capability is underpinned by one of New Zealand’s leading research teams. Our team of 25 in-house analysts has consistently been recognised as amongst the best in the country. Our team was ranked first in the most recent Peter Lee Associates survey of New Zealand institutional investors.
Acceptable managed fund
Within our Customised Investment Solutions service, we can provide a managed fund account that we manage for you within the parameters agreed with you – this account has been approved by NZTE as an Acceptable Managed Fund.
Under this service, the sum you allocate to managed funds (e.g. private equity or venture capital funds) is classified as “funds invested” on opening your account with us and depositing the committed capital.
Included in our portfolio management and advisory services
We provide investor visa clients with a personalised investment service that is tailored to their investment objectives, provided through a focused-team approach, backed by the largest in-house research team in New Zealand with well-established connections and experience in New Zealand private markets. We will provide either a discretionary service or non-discretionary service.
A Forsyth Barr Investment Adviser can provide more detailed information on our range of Managed Services and help you decide which best suits you; you can also view useful information to help you choose a financial advice service.
If you are an Active Investor Plus Visa Applicant, you can read more detailed information on our investment solution for your immigration needs in our Active Investor Plus brochure.
Talk to us
Our Investment Advisers can talk you through the benefits of each of our range of investment services, and help you decide which best suits you.